Self-Study Text
(SSOT127/27) Surgent’s Employer’s Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.
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(SSTX186/27) Surgent’s Taking Advantage of Like-Kind Exchanges
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of...
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Self-Study Video
(SSTX389/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/30/25)
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
(SSTX336/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/16/24)
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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Self-Study Video
(SSTX325/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/26/22)
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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(SSTX207/27) 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
(SSTX141/27) Surgent’s Guide to Calculating S Corporation Shareholder Stock and Loan Basis
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the...
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(SSTX124/27) The Best Federal Tax Update Course by Surgent
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry,...
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(SSTX172/27) Surgent’s Individual Income Tax Fundamentals
This course will take new and administrative staff from the most basic concepts to a full understanding of individual tax return preparation -- just in time for the crunch of busy season! Updated for impacts of recent legislation. The course builds from a strong technical foundation, to prepare simple, to moderate, to complicated individual tax...
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(SSTX271/27) Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
The course provides a comprehensive, hands-on, pencil-pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns, 1120-S and 1065, as building blocks for more complex concepts tax preparers should be aware...
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