Self-Study Video
(SSST123/25) Surgent’s Marijuana: A Generalized Business Viewpoint
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a...
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Self-Study Text
(SSTX125/25) Surgent’s Key Partnership and S Corporation Tax Planning Strategies
Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.
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Self-Study Video
(SSTX189/25) Surgent’s Navigating Your Client Through the IRS Appeals Process
Despite the fact that a client's tax matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of going to IRS Appeals.
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Livestream
(LITX17/26) Understanding Partnership Taxation – Debt Allocations
How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type...
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Livestream
(LITX11/26) Tax Talks with Bill: Back to School Tax Breaks – Education and Tax Savings
What to know about 529 plansEnrolled Agent Approved
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Livestream
(LITX43/26) Team Tax
A comprehensive 2025 Income Tax update, multiple topics, multiple speakers. Be incredibly prepared for tax season. Enrolled Agent Approved
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Livestream
(LITX01/26) Lifecycle Financial Planning – Qualified Business Income Deduction
Even though it has been around several years, many practitioners fail to take full advantage of the QBI deduction due to its complexity and many nuances. In this course, we will discuss how to maximize the QBI deduction. We will get into the details of what QBI includes (and doesn't include), which entity structures work...
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Livestream
(LITX47/26) Tax Planning Based on Form 1040
With major tax changes expected to take effect under the 2025 reform bill, the 2026 filing season will bring a new wave of planning opportunities—and potential pitfalls. This course focuses on how tax professionals can use Form 1040 as a planning tool, incorporating both current law and the likely provisions of the new legislation. We’ll...
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Livestream
(LITX12/26) Nonprofit & Exempt Organizations: Tax Compliance Essentials
What you should know about preparing Forms 990 Enrolled Agent Approved
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Livestream
(LITX24/26) Cryptocurrency, NFTs, and Digital Assets: The Tax Impact
Understand digital assets and how they are taxed and reported.Enrolled Agent Approved
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