Self-Study Video
(SSTX178/25) Surgent’s The Essential Multistate Tax Update
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional...
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Self-Study Video
(SSTX231/25) Surgent’s Stock vs. Asset Acquisitions of C Corporations
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all...
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Self-Study Text
(SSTX230/25) Surgent’s Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms
The objective of this course is to train new, rusty, or returning-to-practice staff to prepare complicated federal subchapter S corporation tax returns. The course utilizes a chapter-by-chapter, hands-on approach. As more details are discussed in each chapter, participants are provided with the information needed to prepare an intricate Form 1120-S. The course and instruction delivery...
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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
(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 – Part I
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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