Self-Study Video
(SSTX164/27) Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.
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Self-Study Video
(SSTX107/27) 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
(SSTX319/27) Surgent’s Weekly Expert Hour (Original Air Date: 1/13/22)
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
(SSTX208/27) Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
Getting ready for busy season involves not only knowing what's new for the current year but also understanding how the changing limits, phaseouts, and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In...
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Self-Study Video
(SSTX386/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/18/25)
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
(SSTX228/27) Surgent’s The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. This program...
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Self-Study Text
(SSTX108/27) Surgent’s Advanced Critical Tax Issues for S Corporations
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.
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Self-Study Text
(SSTX120/27) The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will...
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Self-Study Text
(SSTX104/27) 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
(SSTX358/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/24/24)
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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