Taxes

Self-Study Video

Taxes

(SSTX436/26) Surgent’s Choosing the Right Business Entity

The business structure a client chooses influences virtually every tax and financial issue associated with the business, including the business's day-to-day operations, its tax liability, how much of the owners' personal assets are at risk, and much more. For this and many other reasons, it is critical that a client choose a business structure that...
Read More

Self-Study Text

Taxes

(SSTX499/26) Surgent’s Max the Tax: Schedule E

You just received an email from Roni, a prospective new client. He owns several properties under the business name Roni's Real Rentals LLC and wants help minimizing rental income and maximizing deductions that offset the rental income. You will interview Roni and visit his two properties to gain a better understanding of his situation. Advise...
Read More

Self-Study Video

Taxes

(SSTX677/26) Surgent’s Weekly Expert Hour (Original Air Date: 12/12/24)

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...
Read More

Self-Study Video

Personnel/Human Resources, Taxes

(SSOT450/26) Surgent’s Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues

Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically...
Read More

Self-Study Text

Taxes

(SSTX437/26) Surgent’s The Complete Guide to Liquidation of Business Entities

Liquidations may be used as an alternative to the sale of a business or as an adjunct to the sale of business assets. The objective of this course is to fully explore the technical tax and business issues in liquidating C corporations, S corporations, partnerships, and limited liability companies. This unique course is essential for...
Read More

Self-Study Video

Taxes

(SSTX558/26) Surgent’s Going Out on Your Own: Entity Types and Accounting Methods

Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you.. What type of entity do...
Read More

Self-Study Video

Taxes

(SSTX516/26) Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals

The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes,...
Read More

Self-Study Text

Taxes

(SSTX550/26) Surgent’s Maximizing Your Social Security Benefits

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies...
Read More

Webinar

Taxes

(LRTX1105/26) SC DOR Employer Withholding Tax Workshop

SCACPA & the SC Department of Revenue have partnered to offer members localized education. Click the course title to register for free on the SCDOR website!
Read More

Webinar

Taxes

(LRTX0821/26) SC DOR Alcohol Beverage Licensing Workshop

SCACPA & the SC Department of Revenue have partnered to offer members localized education. Click the course title to register for free on the SCDOR website!
Read More