Self-Study Video
(SSTX289/25) Surgent’s Weekly Expert Hour (Original Air Date: 10/29/20)
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
(SSTX221/25) Surgent’s Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather,...
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Self-Study Video
(SSTX118/25) Surgent’s Federal Tax Update
Both businesses and individual clients face major changes as a result of new legislation, 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 cases and rulings applicable to individual and business clients. Continually...
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Self-Study Video
(SSTX247/25) Surgent’s Weekly Expert Hour (Original Air Date: 9/23/21)
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
(SSTX214/25) Surgent’s S Corporation Core Tax Issues From Formation Through Liquidation
As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced,...
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Self-Study Text
(SSTX117/25) Surgent’s Federal Tax Update
Both businesses and individual clients face major changes as a result of new legislation, 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 cases and rulings applicable to individual and business clients. Continually...
Read More
Self-Study Video
(SSTX268/25) Surgent’s Weekly Expert Hour (Original Air Date: 7/15/21)
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
(SSTX107/25) 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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Self-Study Video
(SSTX134/25) Surgent’s Establishing State Residency and Saving Your Clients Money
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients seeking to establish residency in...
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Self-Study Video
(SSTX251/25) Surgent’s Weekly Expert Hour (Original Air Date: 10/14/21)
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...
Read More