Self-Study Video
(SSTX301/25) Surgent’s Weekly Expert Hour (Original Air Date: 7/30/20)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and...
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Self-Study Video
(SSTX244/25) Surgent’s Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
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(SSTX236/25) Surgent’s Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions
With a greater-than-ever 179 deduction boosted by additional first-year depreciation and pandemic-related business-friendly provisions, these are unprecedented times for businesses to make major asset investments.From the most up-to-date depreciation regulations to inflation adjustments and technical corrections, this course provides guidance for navigating the complex maze of rules dealing with depreciation, amortization, and sales of property....
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Self-Study Video
(SSTX232/25) Surgent’s Top Ten Questions from Partnership Clients Regarding the Section 754 Election
This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership, and particularly in the case of Section 743(b), a new partner....
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Self-Study Video
(SSTX223/25) Surgent’s Social Security: Dispelling Common Myths with Essential Truths
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these...
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Self-Study Text
(SSTX152/25) Surgent’s How to Settle an Estate – An Overview
This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. Inventory of estate assets is also discussed.
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(SSTX162/25) Surgent’s 2023 Tax Update
Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest tax legislation applicable to individual and business clients. Continually updated...
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(SSTX104/25) Surgent’s Review of Form 709 – Gift Tax Return
This course will enable practitioners to understand the basic practical issues of preparing the gift tax Form 709. This course covers the disclosure requirements and the information necessary to properly prepare the form.
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Self-Study Video
(SSTX290/25) Surgent’s Weekly Expert Hour (Original Air Date: 10/22/20)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and...
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Self-Study Text
(SSTX106/25) Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
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