Surgent’s IRS Publication 4557, Safeguarding Taxpayer Data (SSTE310/22)
Your tax files contain all the information an "evildoer" would need to steal your client's identity and wreak havoc in the client's life. IRS Publication 4557 explains that you are expected to preserve and protect the confidentiality and privacy of t...
Surgent’s This Year’s Top Tax and Financial-Planning Ideas (SSTX340/22)
With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practit...
Surgent’s The Essential Course for Performing Single Audits Under the Uniform Guidance for Federal Awards (SSAA377/22)
Applying one set of auditing standards is tough. Applying three sets of auditing standards is really tough. However, this is precisely what the auditor does in applying GAAS, the Yellow Book, and the OMB requirements to a single audit. This is an ess...
Surgent’s Financial reporting Update for Tax Practitioners (SSAA303/22)
Designed for all tax practitioners, including those who prepare tax basis financial statements for their clients, this course will replenish your accounting and reporting tank with an update of recent standard setting activities at the PCC, FASB, ASB...
Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (SSAA326/22)
Specifically designed for preparation, compilation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review en...
Surgent’s Essential Depreciation and Expensing Update (SSTX374/22)
The "permanent" changes within the Tax Cut and Jobs Act may stand like a lion in the pathway of change, but Washington has a different definition of the word "permanent." Inflation adjustments and technical corrections are included within this deep a...
Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges (SSTX346/22)
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognitio...
Surgent’s General Ethics for Tax Practitioners (SSET304/22)
This two-hour course covers most of the specific ethical considerations that come into play as a practitioner in the eyes of the Internal Revenue Service.
Surgent’s Introduction to the Audit Process and Risk Assessment (SSAA378/22)
Financial statement auditors are engaged to provide reasonable assurance that financial statements are not materially misstated, whether due to fraud or error. Professional standards require auditors to obtain sufficient and appropriate evidence to s...
Surgent’s IA Module 2: Strategic Roles, Positioning, and Attributes of High Impact Audit Groups (SSAA354/22)
A highly effective internal audit group's value to an organization is directly related to its independence and competence in fulfilling its charter. To function optimally, an internal audit group needs unrestricted access to the subject matter it is...
Surgent’s Individual Income Tax Fundamentals (SSTX365/22)
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 the Tax Cuts and Jobs Act of 2017. The...
Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (SSAA325/22)
Specifically designed for preparation, compilation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review en...
Surgent’s Reducing Your Business Owner Clients’ Exposure to Social Security and Self-Employment Taxes (SSTX359/22)
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income...
Surgent’s Tax Aspects of Home Offices and Vacation Homes (SSTX338/22)
The purpose of this course is to provide a practical and in-depth analysis of the significant tax planning advantages and strategies related to owning a principal residence for use as a home office and/or vacation home for upper income taxpayers.
Surgent’s Compilations, Review, And Attestation Engagements (SSAA390/22)
Most CPA firms perform some level of compilation and review engagements. And some perform engagements under attestation standards. Building off what you learned in the training in Level 1, Module 4, this course offers builds provides a deeper dive ...
Surgent’s Microsoftr Excelr 365/Excelr 2019: Useful Functions for CPAs (SSTE305/22)
Microsoftr Excelr 365/Excelr 2019: Useful Functions for CPAs is a one-lesson intermediate level course that guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text and Logical functions.
Surgent’s Microsoftr PowerPointr 2016: Getting Started (SSTE307/22)
This course guides you through creating and opening PowerPoint presentations; inserting, reorganizing, and deleting slides; applying a design theme and switching between different PowerPoint views. You learn how to insert various types of content on ...
Surgent’s Mastering Basis Issues for S Corporations, Partnerships, and LLCs (SSTX335/22)
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 de...
Surgent’s The Essential Course for Performing Single Audits Under the Uniform Guidance for Federal Awards (SSAA376/22)
Applying one set of auditing standards is tough. Applying three sets of auditing standards is really tough. However, this is precisely what the auditor does in applying GAAS, the Yellow Book, and the OMB requirements to a single audit. This is an ess...
Surgent’s Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (SSAA335/22)
ASU No. 2016-14, Presentation of Financial Statements of Not-for-Profit Entities, is the most significant not-for-profit reporting standard in over 20 years and is now fully effective. To properly implement the new financial reporting model professio...
Surgent’s Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (SSAA363/22)
Change is definitely coming. For those entities who currently recognize revenue under the guidance of Statement of Position 81-1, Accounting for Performance of Construction-Type and Certain Production-Type Contracts (SOP 81-1), understanding the basi...
Surgent’s Mastering Accounting for Income Taxes (SSAA312/22)
Since its inception nearly 25 years ago, many have continued to struggle with applying the current model for accounting for income taxes. But this doesn't have to be you. This course will provide you with the basic knowledge necessary to understand t...
Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SSAA331/22)
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of businesses due t...
The Best Federal Tax Update Course by Surgent (SSTX314/22)
We now have the benefit of the completion of the first full tax season since the issuance of tax reform legislation. In this course, tax advisors will be fully updated on the most important aspects of tax reform as well as major trends on the horizon...
Surgent’s Individual and Financial-Planning Tax Camp (SSTX342/22)
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to cons...
Surgent’s Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (SSAA362/22)
Change is definitely coming. For those entities who currently recognize revenue under the guidance of Statement of Position 81-1, Accounting for Performance of Construction-Type and Certain Production-Type Contracts (SOP 81-1), understanding the basi...
Surgent’s IA Module 7 — Internal Audit (IA) Engagement Management and Administration (SSAA359/22)
Proper planning and execution of an audit program at the overall activity and individual engagement level requires highly effective management and administration to promote, support, and ensure maximum value adding assurance for organizational stakeh...
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SSTX312/22)
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, innova...
Surgent’s Advanced Critical Tax Issues for S Corporations (SSTX308/22)
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.
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SSAA350/22)
This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in stayi...
Surgent’s Preparing and Reviewing Client Prepared Financial Statements (SSAA389/22)
The ultimate objective of a financial statement audit is to issue the independent auditor's report. This module discusses the process, introduces key elements of financial statements, and provides best practices for auditors who either prepare or review the client's financial statements.
Surgent’s Strategies for Maximizing Social Security Benefits (SSTX366/22)
As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeabl...
Surgent’s Individual Tax Planning Ideas (SSTX347/22)
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year ...
Surgent’s Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (SSAA337/22)
When not-for-profit entities and governments fall prey to fraud and abuse, it breaks the hearts of donors and taxpayers. Fraud and abuse also causes donors and taxpayers to lose confidence in those not-for-profit entities and governments. In this cou...
Surgent’s CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (SSMG304/22)
Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic plann...
Surgent’s S Corporation Taxation: Advanced Issues (SSTX361/22)
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
Surgent’s AICPA Update (SSAA311/22)
Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of the AICPA's new special purpose framework, Financial Reporting Framework for Small- and Medium-S...
Surgent’s Performing Effective and Efficient Analytical Procedures (SSAA391/22)
Analytical review procedures are performed in the preliminary and final stages of the audit. Auditors may also choose to perform analytical procedures as substantive tests. It is important to properly design and perform the procedures to ensure an e...
Surgent’s Microsoftr Excelr 2016: Creating and Formatting Charts (SSTE302/22)
Excel provides a variety of tools you can use to create, format and enhance charts: contextual Ribbon tab buttons, menus and galleries, shortcut menus, keyboard shortcuts, task panes, and more. This course allows you to explore using these tools to create and format common chart types.
Surgent’s Social Security and Medicare: Planning for You and Your Clients (SSTX370/22)
Social Security seems poised for changes in benefits and eligibility age. 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 Se...
Surgent’s Compilation and Review Overview (SSAA327/22)
Specifically designed for practitioners and their staff wanting an overview of compilation and review engagements, this course will introduce you to the objectives of compilation and review engagements, SSARS No. 21, Clarification and Recodification,...
Surgent’s Recent Frauds Occurring in Not-for-Profit Entities and Governments (SSAA342/22)
When stories of fraud make the news, they can look so obvious after the fact. Regardless of whether the fraud was material, the media and the public frequently ask how the auditor and those within the entity could not have detected the fraud. Fraud c...
Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (SSAA372/22)
The effective date for Topic 606, Revenue from Contracts with Customers, is now here for all entities. Are you ready? Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course pr...
Surgent’s The 2018 Yellow Book Revision (SSAA370/22)
The 2018 Yellow Book revision represents the first comprehensive overhaul of the Yellow Book standards since 2011! This course not only explains the new standards, it also prepares you to excel in implementing the new Yellow Book. Learn precisely wha...
Surgent’s Annual Accounting and Auditing Update (SSAA307/22)
Did you know that Topic 606 is effective for ALL entities this year? If you or your clients are not up-to-speed, now is the time to get informed in order to avoid the year-end crunch! In addition to covering Topic 606 in-depth this course will also p...
Surgent’s Choosing the Right Business Entity Post-Tax Reform (SSTX321/22)
In terms of selecting an entity to do business in, the universe shifted with the Tax Cuts and Jobs Act enacted at the end of 2017. The tax rate for C corporations was lowered to 21% and the new Section 199A deduction offered pass-through entities the...
Surgent’s Mastering Accounting for Income Taxes (SSAA313/22)
Since its inception nearly 25 years ago, many have continued to struggle with applying the current model for accounting for income taxes. But this doesn't have to be you. This course will provide you with the basic knowledge necessary to understand t...
Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (SSTX336/22)
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 de...
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SSTX311/22)
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, innova...
Surgent’s A Complete Guide to the New Yellow Book (SSAA319/22)
The Yellow Book has been revised! This course will equip you with a comprehensive knowledge of the new Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illus...
Surgent’s Fiduciary Income Tax Returns — Form 1041 Workshop with Filled-in Forms (SSTX302/22)
This course is designed for participants to understand the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an intro...
Surgent’s Buying and Selling a Business: Critical Tax and Structuring Issues (SSTX363/22)
One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a ...
Surgent’s Complete Guide to Payroll Taxes and 1099 Issues (SSTX324/22)
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have als...
Surgent’s The Complete Guide to Liquidation of Business Entities (SSTX322/22)
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...
Surgent’s Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (SSAA314/22)
It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You simply cannot apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a ...
Surgent’s Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (SSTX326/22)
This program discusses, in a practical way, how an S corporation shareholder calculates his or her stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled...
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SSOT306/22)
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
Surgent’s Examining the New Lease Accounting Standard: More Than Meets the Eye (SSAA365/22)
Implementing ASU No. 2016-02, Leases (Topic 842) is sure to have a major impact on your balance sheet and potentially on your business as well. This course is a one-stop shop for what you need to know about the upcoming changes to lease accounting. I...
Surgent’s Latest Developments in Governmental Accounting and Auditing (SSAA352/22)
This year is indeed another year of significant change in the world of governmental accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current t...
Surgent’s Auditing Accounts Receivable: An Overview (SSAA384/22)
Accounts receivable tends to carry higher risk of material misstatement due to the complexity and subjectivity involved with recognition, measure, and valuation. In addition, revenue recognition is presumed to be a significant fraud risk. This module...
Surgent’s Estate and Life Planning Issues for the Middle-Income Client (SSTX355/22)
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and ...
Surgent’s IRS Tax Examinations and Hot Issues (SSTX330/22)
Due to IRS issue focused examinations, CPAs need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused examinations, CPAs must understand ...
Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (SSTX377/22)
The objective of this course is to train new, rusty, or returning-to-practice staff to prepare a complicated federal partnership tax return. The course includes a chapter- by-chapter, hands-on approach to completing Form 1065. As details are discusse...
Surgent’s A Practical Guide to Auditing Cash and Cash Equivalents (SSAA392/22)
Cash and cash equivalents tend to be one of the first areas assigned to new auditors since it tends to be straightforward with less complexity and risk as other areas. In addition, there is little subjectivity involved and persuasive audit evidence ...
Surgent’s Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (SSAA374/22)
Specifically tailored for practitioners who do not perform audits, but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and revi...
Surgent’s IA Module 6 — Internal Audit (IA) Fieldwork Fundamentals and Documentation Essentials (SSAA358/22)
While risk assessment and planning lay the foundation for IA engagement programs, it is the effective execution of the program that ultimately determines the success of the IA activity in serving and adding value to its stakeholders. The results of I...
Surgent’s Microsoftr Wordr 2016: Getting Started (SSTE312/22)
This course guides you through opening, creating, formatting, previewing, printing, and saving text documents.
Surgent’s Guide to Payroll Taxes and 1099 Issues (SSTX334/22)
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, t...
Surgent’s Auditing Property, Plant, & Equipment (SSAA381/22)
Property, plant, and equipment is present, at least to some extent, in virtually all audit clients. Auditing the area can be straight forward but when an entity is building machinery or equipment, complexities arise. Property and equipment can also i...
Surgent’s Guide and Update to Compilations, Reviews, and Preparations (SSAA328/22)
Specifically designed for compilation, preparation, and review practitioners and their staff, this course will provide you with an overview, update, and hands-on application for performing compilation, preparation, and review engagements. You will le...
Surgent’s Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (SSAA301/22)
The effective date for ASU 2016-02, Leases (Topic 842) is rapidly approaching. The new standard eliminates one of the largest forms of off-balance sheet accounting, but requires most leases to be brought onto the balance sheet (whether classified as ...
Surgent’s IA Module 1: Gateway to Excellence in Internal Auditing: A Vital Introduction and Orientation to the Profession (SSAA353/22)
This program provides an essential and engaging introduction to the internal audit profession, a primer on current, major internal audit guidance / standards for staff level personnel, and a value adding refresher and reinforcer for more seasoned per...
Surgent’s Food, Beverage, and Entertainment Expensing After Tax Reform (SSTX328/22)
The Tax Cuts and Jobs Act of 2017 made significant changes to a taxpayer's ability to deduct entertainment expenses, including meals. This program is a two-hour intensive webinar on the changes recently made to the deductibility of entertainment expe...
Surgent’s Federal Tax Update (SSTX313/22)
Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course...
Surgent’s New Depreciation Rules for Bonus and Section 179 Expensing After Tax Reform (SSTX327/22)
The Tax Cuts and Jobs Act of 2017 has had a tremendous impact on all industries, including commercial real estate. It has liberalized the depreciation provisions for 2018 and later years. This premium webinar will take an in-depth look at the current...
Surgent’s A Guide to Auditing Common Investments (SSAA388/22)
Many small- and mid-size entities hold fewer complex investments including alternative investments. This module will provide an overview for evaluating the proper recognition, measurement, and disclosure of common investment types as well as how to a...
Surgent’s This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (SSTX341/22)
With different tax rates for individuals and trusts, tax planning takes on more importance. New ideas for financial planning for retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners c...
Surgent’s Individual and Financial-Planning Tax Camp (SSTX343/22)
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to cons...
Surgent’s Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (SSTX360/22)
When a purchaser buys an existing partner's partnership interest, or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis)....
Surgent’s Auditing Accounts Payable, Accrued Expenses and Debt (SSAA382/22)
This module will discuss the audit of accounts payable, accrued liabilities and typical debt arrangements found in nonpublic entities. Contingencies, income taxes and more complex debt arrangements are covered in other modules. The audit of liabiliti...
Surgent’s The Complete Trust Workshop (SSTX372/22)
The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element...
Surgent’s Fraud Basics: Protecting the Company Till (SSAA332/22)
Our focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into schemers. Discussion will include integrity and ethics, as well as how people may react in certain situatio...
Surgent’s A Complete Guide to the New Yellow Book (SSAA320/22)
The Yellow Book has been revised! This course will equip you with a comprehensive knowledge of the new Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illus...
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SSAA349/22)
This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in stayi...
Surgent’s Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales (SSTX305/22)
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Surgent’s Individual Income Tax Update (SSTX316/22)
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your ...
Surgent’s Fraud Risk Assessment Basics (SSAA387/22)
The financial statement auditor's overall objectives are to obtain reasonable assurance as to whether the financial statements are materially misstated due to fraud or error and to issue a report that includes an opinion. As noted in the independent ...
Surgent’s The 2018 Yellow Book Revision (SSAA369/22)
The 2018 Yellow Book revision represents the first comprehensive overhaul of the Yellow Book standards since 2011! This course not only explains the new standards, it also prepares you to excel in implementing the new Yellow Book. Learn precisely wha...
Surgent’s Annual Accounting Update (SSAA308/22)
Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent accounting matters including: Private Company Standard Setting activities; recently issue...
Surgent’s Implementing Topic 606: Tackling the Tough Issues in Adopting the New Revenue Recognition Standard (SSAA367/22)
Whether you are ready or not, the effective date of the new revenue recognition standard is right around the corner. The time to execute your implementation plan is now. Are you ready? In this course, in addition to reviewing the five-step revenue re...
Surgent’s Calculating a Partner’s or LLC Member’s Basis (SSTX325/22)
You should attend this program because it will discuss in a practical way how a partner or member's basis in a partnership (or LLC treated as a partnership) is calculated. This topic is particularly important for any tax practitioner who deals at eve...
Surgent’s FASB Update: New and Recent Accounting Standards Updates (SSAA344/22)
Designed for practitioners and their staff, whether in public accounting or business and industry, this course will provide you with an update of recently issued FASB Accounting Standards Updates (ASUs), including a comprehensive review of the new re...
Surgent’s Performing Preparation, Compilation, Review and Engagements (SSAA380/22)
CPA firms generally perform a significant number of preparation, compilation and review engagements under the Statements of Standards for Accounting and Review Services (SSARS). Compilations and reviews are performed as attest engagements where prep...
Surgent’s Employer’s Handbook: Legal, Tax, and Health Care Issues (SSOT303/22)
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, ...
Surgent’s IA Module 5 — Internal Audit (IA) Risk Assessment and Planning (SSAA357/22)
The value adding capacity of an overall IA activity's program begins with the foundational risk assessment and planning process. This activity is undertaken annually at an enterprise level, and functionally at an individual engagement level. The al...
Surgent’s Small-Business Accounting, Audit, and Attest Update (SSAA375/22)
Specifically tailored for practitioners who do not perform audits, but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and revi...
Surgent’s Revenue Recognition, Leases, and Financial Instruments: The FASB’s “Big Three” (SSAA343/22)
Sometimes we can avoid addressing the elephant in the room for a while. However, when there are three elephants in the room, it's time to address the issues. Designed for practitioners and their staff, whether in public accounting or business and ind...
The Best Individual Income Tax Update Course by Surgent (SSTX317/22)
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will...
Surgent’s Preparing C Corporation Tax Returns for New Staff and Para-Professionals (SSTX350/22)
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other busines...
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (SSTX307/22)
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Surgent’s Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (SSAA315/22)
It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You simply cannot apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a ...
Surgent’s Selected Issues in Preparation of 1040 Individual Income Tax Returns (SSTX364/22)
This course provides new staff accountants, data processing employees, para-professionals, and bookkeepers a study into some of the more complicated issues they may face in tax return preparation. Updated for impacts of the Tax Cuts and Jobs Act of 2017.
Surgent’s Latest Developments in Nonprofit Accounting and Auditing (SSAA366/22)
This year is indeed another year of significant change in the world of nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current thro...
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SSMG306/22)
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decision...
Surgent’s S Corporation, Partnership, and LLC Tax Update (SSTX310/22)
If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-plannin...
Surgent’s Hot IRS Tax Examination Issues for Individuals and Businesses (SSTX331/22)
The IRS has dramatically ramped up its examination of specific individuals and small business taxpayers. Now, more than ever, CPAs need clients to understand the need for documentation and procedures to substantiate what IRS auditors are pursuing. Le...
Surgent’s How to Settle a Client’s Estate (SSTX362/22)
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understa...
Surgent’s Performing Inventory Observations (SSAA385/22)
Generally Accepted Auditing Standards (GAAS) states that if inventory is material to the financial statements, the auditor should generally obtain evidence regarding the existence and condition of inventory by attending the entity's physical inventor...
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SSMG305/22)
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decision...
Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SSAA330/22)
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of businesses due t...
Surgent’s Audit Documentation Requirements (SSAA383/22)
Audit documentation provides evidence that the audit was planned and performed in accordance with generally accepted auditing standards (GAAS) as well as applicable legal and regulatory requirements. It also serves a number of other purposes such as ...
Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (SSTX337/22)
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 de...
Surgent’s Essentials Of Audit Sampling (SSAA386/22)
When performing an audit, an auditor bases his/her opinion about whether the financial statements are free from material misstatement on a variety of tests on the underlying account balances and classes of transactions. Some balances, such as debt, m...
Surgent’s Winning the Fraud Battle in the 21st Century: Prevention and Detection (SSAA318/22)
Our focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into fraudsters. Discussion will include integrity and ethics, as well as how people may react in certain situat...
The Best Federal Tax Update Course by Surgent (SSTX315/22)
We now have the benefit of the completion of the first full tax season since the issuance of tax reform legislation. In this course, tax advisors will be fully updated on the most important aspects of tax reform as well as major trends on the horizon...
Surgent’s Ethics for Tax Professionals (SSET302/22)
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Int...
Surgent’s Preparing C Corporation Tax Returns for New Staff and Para-Professionals (SSTX351/22)
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other busines...
Surgent’s FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (SSAA339/22)
Recently updated to include discussion of new FASB standards on revenue, leases, and measurement of financial instruments, this course is designed for small and medium-sized business practitioners and their staff, whether in public accounting or busi...
Surgent’s Planning and Strategy Formulation for Your Organization’s Financial Success (SSMG308/22)
Sick and tired of taking CPE that has no practical application or just regurgitates the same information over and over? Join us for this practical course, which will present a fresh approach to planning and strategy formulation for your organization....
Surgent’s Current Developments and Best Practices for Today’s CFOs and Controllers (SSMG307/22)
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the organization's success. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, an...
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SSOT305/22)
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (SSAA371/22)
The effective date for Topic 606, Revenue from Contracts with Customers, is now here for all entities. Are you ready? Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course pr...
Surgent’s IA Module 4 — Maximizing Internal Audit (IA) Value, Coverage, Assurance and Reliance (SSAA356/22)
The "name of the game" in virtually any business (or profession), and most certainly for Internal Auditors, is adding the greatest possible value to and for all stakeholders of that business/profession. Internal Auditors serve a wide variety of stake...
Surgent’s 2019 Tax Update (SSTX345/22)
We now have the benefit of the completion of the first full tax season since the issuance of the largest overhaul to the tax code since 1986. The widespread changes affect many aspects of individual and business taxes, and your clients will be comin...
Surgent’s Employer’s Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (SSOT301/22)
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 and tax issues associated with all aspects of employment, especially now...
Surgent’s Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis (SSAA322/22)
For many businesses, preparing financial statements using a special purpose framework may provide an alternative to the complexity of U.S. GAAP. This course will provide you with an overview and hands-on application for preparing financial statements...
Surgent’s Microsoftr Excelr 365/Excelr 2019: Creating and Formatting Charts (SSTE301/22)
Excel provides a variety of tools you can use to create, format, and enhance charts - contextual Ribbon tab buttons, menus and galleries, shortcut menus, keyboard shortcuts, task panes, and more. Microsoftr Excelr 365/Excelr 2019: Creating and Format...
Surgent’s Transitioning to the Accounting Profession (SSET306/22)
New accountants, whether coming right out of school or from industry will find that the accounting profession is heavily governed by technical and ethical standards. In addition, the new accounting professional will need to understand new terminolog...
Surgent’s Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (SSAA336/22)
ASU No. 2016-14, Presentation of Financial Statements of Not-for-Profit Entities, is the most significant not-for-profit reporting standard in over 20 years and is now fully effective. To properly implement the new financial reporting model professio...
Surgent’s Microsoftr Excelr 2016: Useful Functions for CPAs (SSTE311/22)
This course guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text and Logical functions.
Surgent’s Preparing Individual Tax Returns for New Staff and Para-Professionals (SSTX353/22)
The objective of this course is to train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received practic...
Surgent’s Real Estate Tax Boot Camp (SSTX358/22)
This course is a "deep dive" into all things real estate tax related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acqui...
Surgent’s IA Module 3 — Critical Knowledge Foundations for Internal Auditors: Governance, Risk Management, and Control (GRC) (SSAA355/22)
The definition of Internal Auditing promulgated by The Institute of Internal Auditors (IIA) speaks to the critical areas of value adding coverage and services Internal Auditors can and must bring to their organizations. These include the key areas of...
Surgent’s Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (SSTX329/22)
The IRS believes, perhaps with some justification, that many independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business cli...
Surgent’s Maximizing Your Social Security Benefits (SSTX367/22)
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 p...
Surgent’s Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under 754 and Related Provisions (SSTX309/22)
This course explores the practical issues in the many instances in which a step-up in basis can create tax advantages for partners and members. This course includes case studies to illustrate the critical points.
Surgent’s Current Issues in Accounting and Auditing: An Annual Update (SSAA302/22)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent accounting, compilation, preparation, review, and attestation matters including: recen...
Surgent’s Key Partnership and S Corporation Tax Planning Strategies (SSTX319/22)
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 ...
Surgent’s Real Estate Taxation: Critical Considerations (SSTX356/22)
In this course, we will address critical considerations that a mid-level practitioner needs to understand when moving into the complex area of advising clients and preparing returns related to the acquiring, holding, managing, constructing, and dispo...
Surgent’s Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel (SSTE304/22)
Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel is a three-lesson basic level course that introduces you to the Excel software and then guides you through basic Excel features using step-by-step hands-on activities.Although this is ...
Surgent’s Annual FASB Update and Review (SSAA345/22)
Designed for practitioners and their staff, whether in public accounting or business and industry, this course provides an overview of recent FASB accounting and reporting developments. The course begins by reviewing recent Private Company Council (P...
Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client (SSTX354/22)
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and ...
Surgent’s How to Settle an Estate – An Overview (SSTX339/22)
This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. Inventory of estate assets is also discussed.
Surgent’s Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (SSTX344/22)
This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Updated for impacts of the Tax Cuts and Jobs Act of 2017.
Surgent’s Financial reporting Update for Tax Practitioners (SSAA304/22)
Designed for all tax practitioners, including those who prepare tax basis financial statements for their clients, this course will replenish your accounting and reporting tank with an update of recent standard setting activities at the PCC, FASB, ASB...
Surgent’s Ethical Considerations for CPAs (SSET303/22)
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course provides a framework within which to consider the ethical challenges facing CPAs and focuses on ethical requirements that CPAs must a...
Surgent’s Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (SSMG302/22)
Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that frown upside down with our innovative approach to planning and budgeting. We'll move beyond the traditional techn...
Surgent’s Microsoftr Excelr 2016: Working with Formulas and Functions (SSTE306/22)
This course guides you through creating, copying and pasting, reviewing, and correcting basic and complex formulas in Excel 2016 using step-by-step hands-on activities.
Surgent’s Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (SSAA338/22)
When not-for-profit entities and governments fall prey to fraud and abuse, it breaks the hearts of donors and taxpayers. Fraud and abuse also causes donors and taxpayers to lose confidence in those not-for-profit entities and governments. In this cou...
Surgent’s IA Module 8 — The Internal Audit (IA) Activity Quality/Excellence Continuum! (SSAA425/22)
A commitment to excellence requires dedication toward self-improvement in whatever endeavor we choose, including being Internal Audit (IA) professionals. Legendary football coach Vince Lombardi once said: "The quality of a person's life is in direct ...
Surgent’s The Most Critical Challenges in Not-for-Profit Accounting Today (SSAA405/22)
This year not-for-profit entities are preparing for or applying critical new standards related to contributions, leases, and more. Now is the time to know more than just what the standards say, we need to know what they mean and how they will affect ...
Surgent’s Data Analytics Readiness Series: Data Preparation Using Get and Transform (SSTE406/22)
In this one-hour course, users will learn to apply Power Query to extract, transform, and load data for analysis. Users will learn how to manipulate data once it is loaded into the platform and will practice the manipulation during the course. Using ...
Surgent’s Risk Management for the Small Business (SSMG08/22)
In many smaller organizations the job of risk manager is housed with the CEO, and many of the staff who better understand the details of the various risks are not included in risk-management discussions. This program will take a hard look at risk man...
Surgent’s What in the FASB Were They Thinking! Not-for-Profits and Leases (SSAA401/22)
Not-for-profits enter into leases for many types of assets. This course is designed to help you understand the core components of not-for-profit lessee accounting under FASB ASC 842, Leases. You will learn the important definitions involved, the key ...
Surgent’s The Nuts and Bolts of Life Insurance (SSOT416/22)
All firms want to become more consultative, to bring value in a marketplace that has become increasingly commodified. This presentation will help you do just that. All clients need life insurance. This nuts and bolts presentation will help you provid...
Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SSTE414/22)
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes ...
Surgent’s Reviewing Audit Workpapers (SSAA449/22)
Audit documentation provides the principal support for the independent auditor's report. Therefore, it is important that workpapers meet professional standards. Anything less could result in peer or regulatory review deficiencies at as a worse case, ...
Surgent’s The Most Critical Challenges in Not-for-Profit Accounting Today (SSAA406/22)
This year not-for-profit entities are preparing for or applying critical new standards related to contributions, leases, and more. Now is the time to know more than just what the standards say, we need to know what they mean and how they will affect ...
Surgent’s Controllership Skills Update: Budgeting, Forecasting, and Big Data (SSAA410/22)
Budgets are the vehicle for allocating resources and measuring the success of selected strategies. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organiz...
Surgent’s Microsoftr Wordr 365 and Wordr 2019: Getting Started (SSTE401/22)
Microsoftr Wordr 365 and Wordr 2019: Getting Started is a three-lesson basic level course that guides you through opening, creating, formatting, previewing, printing, and saving text documents.
Surgent’s Everything You Want to Know and Not Know About Yellow Book Independence (SSAA426/22)
The Yellow Book devotes approximately 30 pages to the topic of independence. This course is designed to help you fully understand the Yellow Book independence requirements. Learn where the limits are, where the limits are not, and how to stay on the right side of the requirements.
Surgent’s Project Management: Tips, Tricks, and Traps (SSMG09/22)
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest comp...
Surgent’s Performing a Preparation Engagement Under AR-C Section 70 (SSAA442/22)
Be the go-to person for financial statement preparation engagements. Specifically designed for preparation practitioners and their staff, this course will provide you with a hands-on application for performing preparation engagements under AR-C Secti...
Surgent’s Current Issues in Accounting and Auditing: An Annual Update (SSAA418/22)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent FASB and AICPA activity, including recently issued and proposed Accounting Standards U...
Surgent’s Data Analytics Readiness Series: Data Extraction and Data Sources (SSTE405/22)
This one-hour course serves as the introductory module to data analytics. Users of the course will learn the basic terminology used in performing data analytic-based tasks or working with data analytics. An understanding of the sources of data and im...
Surgent’s Navigating the Gray: An Advanced Guide to Auditor Independence Compliance (SSAA431/22)
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course will provide a detailed discussion of accountants' independence and objectivity obligations, including those found in the AICPA Code ...
Surgent’s The Most Critical Challenges in Governmental Accounting Today (SSAA404/22)
With the leasing standard and other standards looming, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course m...
Surgent’s Controllership Skills Update: Risk Management (SSAA411/22)
The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizatio...
Surgent’s The Post COVID-19 Business: Financial and Operational Lessons Learned (SSMG05/22)
Many say that the recent pandemic will have caused the greatest change in business that has been seen in the last 100 years. The problem is that we often don't take the time to step back and evaluate what has happened and how we can capitalize on the...
Surgent’s Effective Techniques for Auditing Contingencies and Going Concern (SSAA446/22)
In these rapidly changing times, an entity may experience significant uncertainties. This is especially true at this time due to issues entities have experienced as a result of the pandemic declared in March 2020 which are still ongoing for many. New...
Surgent’s Going Concern Considerations in the COVID-19 Environment (SSAA438/22)
Of all the financial reporting impacts related to COVID-19, financial statement disclosure and accountants' reporting when substantial doubt about an entity's ability to continue as a going concern is likely to continue for several reporting cycles. ...
Surgent’s Max the Tax: Common Deductions (SSTX410/22)
During this interactive simulation, you will interview a sophisticated client who is knowledgeable about the latest changes in tax laws. This client always comes prepared with ideas of what deductions he may take, and it is your job to determine whet...
Surgent’s Basics of the Valuation of a Closely Held Business (SSAA420/22)
An understanding of the basics of business valuation is an invaluable tool for practicing accountants to better assist clients who are considering buying or selling their business or an interest therein, contemplating estate tax planning or creating ...
Surgent’s Accounting for and Auditing Complex Investments (SSAA452/22)
As companies look for greater investment returns in the current low interest rate environment, they are often investing in more risky types of investments, such as cryptocurrency. Further, as they look to hedge business risks, companies are frequentl...
Surgent’s Top Business Tax Planning Strategies (SSTX414/22)
The Tax Cuts and Jobs Act of 2017 contains provisions that, when properly implemented, allow businesses to reduce their tax liability. This program focuses on certain tax strategies that are based on the 2017 tax changes and subsequent IRS regulation...
Surgent’s Data Analytics Readiness Series: Calculated Columns and Dimensions (SSTE411/22)
This one-hour course will focus on the use of Excel with Power BI and Power Query to organize and analyze data. Users will primarily work with calculated columns generated from existing data. They will walk through hands-on exercises to create calcul...
Surgent’s Guide to Payroll Taxes and 1099 Issues (SSTX430/22)
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, t...
Surgent’s Management Fundamentals (SSOT408/22)
As you advance in your public accounting careers, your responsibilities significantly increase. The skills required for continued success go beyond your technical skills but also include others that you may not have had a chance to develop earlier in...
Surgent’s Establishing State Residency and Saving Your Clients Money (SSTX415/22)
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course ...
Surgent’s Technology Trends and Hot Topics Impacting the Accounting Profession (SSAA456/22)
Never have the benefits, and related risks, of utilizing new technology been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation(RPA), and Audit Data Analytics (ADA) to cloud-based software so...
Surgent’s Applying Lessons Learned To Assure a Successful ASC 842 Adoption (SSAA415/22)
With the effective date of ASC 842, Leases, imminent, it's time to get tactical with your implementation plan. In this webinar, Ane Ohm, the co-founder and CEO of leading lease accounting software provider LeaseCrunch, joins Surgent to discuss lesson...
Surgent’s Why People Quit: A Look at Accounting and Other Professionals (SSOT412/22)
Employee turnover has always been expensive, and experts warn that the cost of employee attrition keeps rising. Tight labor markets, a strong economy, and increasingly collaborative jobs are just some of the explanations given for the high price of l...
Surgent’s New York: Avoiding Harassment and Discrimination in the Workplace (SSOT402/22)
The law is clear that to avoid liability for unlawful harassment claims, employers must take preventive steps. One such preventative step is effective, professional training. This course includes information specific to New York employees.
Surgent’s Increase the Efficiency of Your Organization (SSMG06/22)
There are only two things that any organization needs to accomplish for success: serve the customer well and do it efficiently. This short program will concentrate on the efficiency side, which is always near and dear to the heart of the financial pr...
Surgent’s Successful Communication (SSOT407/22)
All would agree that successful communications are key to any successful venture, including audits. However, given the tight deadlines, complex issue resolution and the often remote working environment of the audit teams and clients, there are many b...
Surgent’s Hiring and Firing of Employees – What You Can and Cannot Do (SSOT404/22)
There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professio...
Surgent’s Update on the AICPA’s Enhancing Audit Quality Initiative (SSAA439/22)
Quality should be the primary focus of all engagements. Since initiating its Enhancing Engagement Quality initiative in 2014, the AICPA has been using its peer review program as a way to assess the improvement in engagement quality.In this course, we...
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them (SSAA435/22)
George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe...
Surgent’s IRS Tax Examinations and Hot Issues (SSTX428/22)
Due to IRS issue focused examinations, CPAs need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused examinations, CPAs must understand ...
Surgent’s Top 10 Tax Topics This Year (SSTX442/22)
Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planni...
Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SSMG10/22)
2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In ...
Surgent’s Fraud in Governments and Nonprofits (SSAA430/22)
The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn from. In this course, we will look back on real-world government and nonprofit frauds and derive useful controls to stop them.
Surgent’s Accounting and Auditing Revenue (SSAA450/22)
Revenue is often one of the largest and most significant line items in a company's financial statements. It is also the line item that is most susceptible to fraud. Further, all companies reporting under U.S. GAAP have either recently completed or ar...
Surgent’s Managing Millennials (SSMG403/22)
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. R...
Surgent’s Power Query Series: Introduction and First Connection (SSTE418/22)
This course is designed for the Excel user to begin their data analytics journey with an introduction to a product created for their skill set: Power Query, using the Excel version. Power Query is an "ETL" tool that extracts, transforms, and loads d...
Surgent’s Ethical Considerations for CPAs (SSET01/22)
As accounting firm's non-attest offerings to their attest clients become more diversified, such engagements increase firms' exposure to independence violations. In order to thread the needle of providing value-added services and upholding their indep...
Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (SSTX432/22)
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 three major Acts passed in the span of less than 18...
Surgent’s Introduction to Forensic Accounting (SSAA422/22)
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee...
Surgent’s Power Query Series: Formulas, M Language, and Error Handling (SSTE416/22)
Even for experienced Excel users, there is a learning curve to using formulas in Power Query (Excel version). This course presents the fundamentals of this concept. In addition, this webinar introduces users to the "M" language in Power Query, as wel...
Surgent’s Buying and Selling a Business: Tax and Structuring Overview (SSTX404/22)
One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a ...
Surgent’s Preparation and Compilation Engagements Under the SSARS (SSAA459/22)
Be the go-to person on compilation and financial statement preparation engagements. Specifically designed for preparation and compilation practitioners and their staff, this course will provide you with a hands-on application for performing preparati...
The Best Individual Income Tax Update Course by Surgent (SSTX412/22)
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will...
Surgent’s S Corporation Taxation: Advanced Issues (SSTX433/22)
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
Surgent’s Understanding and Testing Control and Compliance in a Single Audit (SSAA436/22)
The control and compliance requirements applied in a single audit differ from the requirements applied in a GAAS audit. As a result, sometimes it's even difficult to tell where the auditor's responsibilities start or stop in a single audit. This cour...
Surgent’s Metrics, Benchmarking, and Measurement (SSMG07/22)
Years ago, Peter Drucker said, "what gets measured gets managed," and that is true today. As financial professionals, we understand and desire this, but often it's difficult to get the concept across to the remainder of the organization. This program...
Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (SSOT418/22)
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why ...
Surgent’s Enterprise Risk Management for Small and Medium-Sized Companies (SSMG15/22)
2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment; however, generally only the large for-profit organizations pay a lot of attention to risk management. Or, ot...
Surgent’s Power Query Series: Data Transformations (SSTE421/22)
This course teaches the user how to perform data transformations in Power Query, using a hands-on approach. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel user to...
Surgent’s HIPAA: What Accountants and Other Practitioners Need to Know (SSOT415/22)
In 1996, Congress passed the Health Insurance Portability and Accountability Act, commonly referred to as HIPAA. HIPAA's stated purpose was to provide Americans with privacy measures designed to protect personal healthcare-related information. Yet ...
Surgent’s Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions (SSTX439/22)
With a greater-than-ever 179 deduction boosted by 100% additional first year depreciation, and pandemic-related business-friendly provisions, these are unprecedented times for businesses to make major asset investments.From the most-up-to-date deprec...
Surgent’s SAS 134 and Other Reporting Considerations (SSAA455/22)
For all the work performed on the audit, the one thing that the public sees is the auditor's report. So we need to make sure that the opinion is correct. With the effective date of SAS 134, the auditor's report underwent significant changes. This ses...
Surgent’s Performing a Compilation Engagement Under AR-C Section 80 (SSAA441/22)
Be the go-to person for financial statement compilation engagements. Specifically designed for compilation practitioners and their staff, this course will provide you with a hands-on application for performing compilation engagements under AR-C Secti...
Surgent’s Federal Tax Update (SSTX427/22)
Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course...
Surgent’s Tax Practitioners’ Guide to Impending Tax Legislation (SSTX416/22)
Many tax practitioners are challenged by what to tell their clients about the various tax provisions Congress is currently considering. This program responds to that challenge by covering the individual and business tax proposals currently being deba...
Surgent’s The Yellow Book Performance and Reporting Requirements for a Financial Audit (SSAA432/22)
When auditors perform financial audits under the Yellow Book, they must apply nine areas of additional performance requirements and seven areas of additional reporting requirements. This course is designed to help you understand and effectively apply...
Surgent’s Government/Not-for-Profit Update (SSAA433/22)
This course will inform you of the most critical accounting challenges facing governments and not-for-profits in 2022. Topics covered include: (1) the implementation of GASB No. 87 related to leases; (2) the implementation of recent FASB ASUs related...
Surgent’s New SASs Effective for December 31, 2021 Audits (SSAA444/22)
2021 will be a very impactful year for audits, as SASs 134-140 become effective for audits for year-ends after December 15, 2021. In this course, we'll review the key changes coming to financial statement audits as a result of these new standards, in...
Surgent’s Bankruptcy Basics: Understanding the Consumer Bankruptcy Process (SSOT401/22)
Consumers file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medic...
Surgent’s IRS Tax Examinations and Hot Issues (SSTX429/22)
Due to IRS issue focused examinations, CPAs need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused examinations, CPAs must understand ...
Surgent’s Advanced Individual Income Tax Return Issues (SSTX413/22)
Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This cours...
Surgent’s Multistate Income Tax Issues (SSTX402/22)
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 scrambl...
Surgent’s Newly Issued Attest and SSARS Standards Issued by the AICPA (SSAA440/22)
While great attention has been placed on new SASs, the AICPA has also issued new guidance on attestation and SSARS engagements which will soon be effective and are likely to have a significant impact on how such engagements are performed.In this cour...
Surgent’s Data Analytics Readiness Series: Data Modeling (SSTE410/22)
This one-hour course will focus primarily on Power Query, Power Pivot, and VLOOKUP skills. Users will learn how to join tables using various techniques and add-ons in Excel. Users will understand how to utilize the tools while maintaining data integr...
Surgent’s Accounting for and Auditing Inventory (SSAA448/22)
Many entities have inventory on their books. The types of inventory can range from simple resale of goods purchased to more complex inventories that use process costing. This module will discuss accounting for and auditing less complex inventories an...
Surgent’s Partnership and LLC Core Tax Issues From Formation Through Liquidation (SSTX436/22)
As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparati...
Surgent’s Health Savings Account Optimization (SSTX411/22)
Health savings account optimization allows individuals with a high deductible health plan to contribute money into a tax-advantaged medical savings account. Individuals receive the tax deduction in the year of contribution, the HSA account stays with...
Surgent’s Project Management for Small and Medium-Sized Enterprises (SSMG12/22)
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking and has proven to be an important path to increased success. Most of the largest organizations h...
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them (SSAA434/22)
George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe...
Surgent’s The Most Critical Challenges in Governmental Accounting Today (SSAA403/22)
With the leasing standard and other standards looming, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course m...
Surgent’s Power Query Series: Adding Columns for Data Enrichment (SSTE422/22)
Using a variety of hands-on exercises, this course enables users to learn how to add columns using Power Query (Excel version). Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enabl...
Surgent’s Understanding and Testing General Information Technology Controls (SSAA424/22)
The information technology component of the COSO Framework's Information and Communication element is a very important part of an entity's business processes. Controls over information technology (IT) are effective when they maintain the integrity of...
Surgent’s Bank Relationships in the COVID Era (SSTE402/22)
Almost everything changed due to COVID-19, but we don't see some of the most important changes. The relationship between the bank and the organization is of key importance to the finance professional; however, many haven't realized the significant ch...
Surgent’s Hot Topics Related to ASC 606 (SSAA409/22)
While the effective date for ASC 606 is past for most entities, the challenges of applying the new revenue recognition guidance will undoubtedly continue for a while. In this course, we'll review both issued and proposed ASUs related to ASC 606 and r...
Surgent’s Marijuana: A Generalized Business Viewpoint (SSOT417/22)
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, ot...
Surgent’s Loss Limitations – A Mechanical Review (SSTX408/22)
Owners of S corporations and partnerships are subject to various limitations on pass-through losses, each with unique rules, applications, and complexities. As many businesses are reporting losses as a result of COVID-19, it is essential for tax prac...
Surgent’s Audit Quality Update (SSAA453/22)
Engagement quality is the ultimate benchmark that auditors should be judged against. As a senior associate, you have primary responsibility for ensuring that all engagement work is performed on time, within budget, and in accordance with professional...
Surgent’s Power Query Series: Making a Connection (SSTE419/22)
This course explores the workflow of making connections to various data sources using the Excel version of Power Query. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the E...
Surgent’s Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (SSOT413/22)
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 ...
Surgent’s Auditing Accounting Estimates (SSAA454/22)
As you advance in your audit careers, your responsibilities include auditing more subjective areas, such as accounting estimate. These estimates are pervasive across a set of financial statements and are often very sensitive to relatively small chang...
Surgent’s Multistate Tax Update (SSTX406/22)
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...
Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SSMG11/22)
2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In ...
Surgent’s Give Me a Little Credit: Understanding the Yellow Book CPE Requirements (SSAA428/22)
Auditors who plan, direct, or perform engagement procedures or reporting on Yellow Book engagements are required to develop and maintain their professional competence by complying with the Yellow Book CPE requirements. This course is designed to help...
Surgent’s Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (SSAA460/22)
Professional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of data analytics and artificial intelligence will play a key role in an audit. We are seeing changes already as the AICPA ...
Surgent’s FASB Accounting Standards Update (SSAA407/22)
Designed to keep you up to date on recent activity of the Financial Accounting Standards Board (FASB), this course will summarize recently issued Accounting Standards Updates (ASUs) issued by the FASB in 2020 and 2021 year to date. The course will d...
Surgent’s Essential Depreciation and Expensing Update (SSTX435/22)
The "permanent" changes within the Tax Cuts and Jobs Act may stand like a lion in the pathway of change, but Washington has a different definition of the word "permanent." Inflation adjustments and technical corrections are included within this deep...
Surgent’s Understanding Cryptocurrency (SSTX407/22)
Cryptocurrency transactions, once relatively uncommon, are becoming increasingly popular and mainstream. This heightened popularity is attracting the scrutiny of the IRS, SEC, and other regulatory bodies. In this course, advisors will gain an underst...
Surgent’s Reporting Internal Control Deficiencies Under the Yellow Book (SSAA427/22)
The Yellow Book contains performance and reporting requirements related to internal control deficiencies. This course is designed to help you understand these requirements and excel in applying them. We will also examine where the auditor draws the l...
Surgent’s Testing Internal Control and Reporting Deficiencies (SSAA447/22)
The risk assessment process requires the auditor to understand internal controls over financial reporting and report deficiencies to management and those charged with governance as defined by professional standards. Auditors may be also required or d...
Surgent’s Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (SSTX400/22)
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs ...
Surgent’s Lease Accounting: Exploring the New Standard (SSAA414/22)
As the effective date of Topic 842 rapidly approaches, now is the time to get your hands around the details of the FASB's new leases standard. Designed for accounting and auditing practitioners at all levels in both public accounting and business and...
Surgent’s Section 199A: Applications and Challenges (SSTX426/22)
Section 199A continues to challenge tax practitioners because of its complexity and its interactions with other provisions of the Internal Revenue Code. This program updates practitioners on the latest thinking about and planning strategies regarding...
Surgent’s Ethical Considerations for the CPA (SSET02/22)
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course reviews a history of the CPA profession but will focus on ethical requirements that CPAs must adhere to in their everyday practice, i...
Surgent’s The Nimble Business: How to Thrive in a Rapidly Changing World (SSMG401/22)
The recent pandemic showed us one very important thing: the nimble business was in a far better position to change quickly and survive. Some organizations are nimbler, but why? The reason is that they know that change will happen quickly, and they s...
Surgent’s Top 10 Technology Risks and Trends Every CPA Should Know (SSAA445/22)
The use of technology by businesses of all types, including CPA firms, has exploded in recent years, creating the need for proactive and robust cybersecurity risk management practices. This trend has created the need for a data-driven decision-making...
Surgent’s The Accountant as the Expert Witness (SSAA417/22)
As litigation becomes more complex, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as difficult as you might expect. Accounting experts educate lawyers and ju...
Surgent’s How Not-for-Profits Account for Grants and Contracts Under ASU No. 2018-08 (SSAA400/22)
This course is designed to help you proceed and succeed in applying the requirements found in ASU No. 2018-08, Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made. Learn the thought process used in evaluating and recording contribution transactions.
Surgent’s Increase Success by Understanding People (SSOT410/22)
As finance professionals we often have dual responsibilities, to use our technical skills and also to exercise our leadership skills to lead a department. But we are often not sufficiently trained in the second, and sometimes most important, skill se...
Surgent’s The New Coronavirus Stimulus Package: Update and Analysis of Individual and Business Tax Changes (SSTX418/22)
President Trump has now signed the new coronavirus stimulus legislation (Consolidated Appropriations Act, 2021) into law. This bill contains thousands of pages of newly-enacted laws, including many changes to the Internal Revenue Code. This in-depth ...
Surgent’s Corporate Bankruptcy Basics: Understanding the Reorganization and Liquidation Process (SSOT400/22)
Corporate bankruptcies are complex proceedings involving multiple parties. Businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. There are several reasons companies file for bankruptcy; however, the mo...
Surgent’s Understanding How the IRS Rewards Whistleblowers (SSTX419/22)
In 2006, Congress passed the Tax Relief and Health Care Act. Prior to the Act's passage, rewards to individuals who provided information to the IRS regarding tax fraud were capped at $10 million. The Tax Relief and Health Care Act authorized the IRS ...
Surgent’s What You Need to Know About ASC 842, Leases (SSAA408/22)
With the effective date of ASC 842, Leases, right around the corner, companies are running out of time develop their implementation plans. In this one-hour overview course, we'll review the key accounting aspects of ASC 842, primarily from a lessee's...
Surgent’s Lessons Learned from Successful Companies (SSMG402/22)
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, r...
Surgent’s Power Query Series: Data Modeling and Next Steps (SSTE417/22)
This final course in the series covers advanced features in Power Query (Excel version), including functions and parameters and basics of data modeling in Power BI and Power Pivot. Multiple hands-on examples help to reinforce these concepts.Power Que...
Surgent’s Performing Effective Accounting Research (SSAA412/22)
Financial accounting can be complex. An integral part of a senior associate's job responsibilities is to perform effective and efficient research using the FASB's Accounting Standards Codification (ASC). In this session, participants will be introduc...
Surgent’s Business Development for Accounting and Other Professionals (SSOT406/22)
To grow and succeed, accounting and finance professionals must have a workable business development plan - and execute it effectively. Business development plans serve as a road map for bringing new clients into an organization and keeping the client...
Surgent’s Understanding Non-Compete Agreements (SSOT405/22)
More and more employers rely on non-compete agreements to protect company assets. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships and specialized training, am...
Surgent’s Data Analytics Readiness Series: Excel Tables (SSTE408/22)
In this one-hour course, users will apply Excel and Power BI tools and skills directly to tables in Excel. Users will work alongside the instructor to create named tables, create structured references, enter formulas, and prepare the tables for inpu...
Surgent’s Accounting Hot Topics (SSAA413/22)
In addition to being experts on the nuts and bolts of accounting and auditing, experienced auditors must also be aware of the emerging trends in our industry, as well as those complex topics with which we don't need to deal on an everyday basis. In t...
Surgent’s Data Analytics Readiness Series: Visualizations and Reporting (SSTE404/22)
This one-hour course will serve as an introduction to data visualization and reporting using Power BI and Excel. Users will understand the benefits of using Power BI to create data visualizations and how Power BI differs from previous functions in Ex...
Surgent’s Power Query Series: More Transformations and Load Options (SSTE423/22)
Power Query (Excel version) offers a wide range of transformation options. This course uses hands-on exercises to explore the data transformation process, focusing on data cleaning and data enrichment. In addition, this course explains query loading...
Surgent’s Securing a Comfortable Retirement (SSOT419/22)
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
Surgent’s The Yellow Book Performance and Reporting Requirements for Attestation Engagements (SSAA429/22)
When auditors perform attestation engagements and reviews of financial statements under the Yellow Book, they must apply additional performance and reporting requirements. This course is designed to help you understand and effectively apply the Yello...
Surgent’s Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (SSOT403/22)
Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, fo...
Surgent’s What in the GASB Were They Thinking! Governments and Leases (SSAA402/22)
Governments enter into leases for many types of assets. This course is designed to help you understand the core components of governmental lease accounting under GASB No. 87, Leases. You will learn the important definitions involved, the key decision...
Surgent’s Internal Controls, COSO, and COVID-19 (SSAA457/22)
Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls that should be present (as well as designed and oper...
Surgent’s Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (SSTX405/22)
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, w...
Surgent’s Power Query Series: Append Queries (SSTE424/22)
Append queries combine two or more queries into one output query that is a combination of the originals. This course discusses best practices for creating append queries using Power Query (Excel version) and includes hands-on exercises to enable th...
Surgent’s Recruiting and Retaining Next Gen Talent (SSOT411/22)
When it comes to attracting the best talent, it is imperative to know your audience. It is critical for employers and managers to understand Next Gen employees (those born in 1980 or later), as this group is expected to comprise 62% of the workforce...
Surgent’s Power Query Series: Use Cases (SSTE415/22)
This course presents five use cases for specific data issues a user may encounter in Power Query (Excel version). Through hands-on examples, users are guided through the process of overcoming each of these issues.Power Query is an "ETL" tool that ex...
Surgent’s Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (SSMG404/22)
Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large ...
Surgent’s Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas (SSTE412/22)
This one-hour data analytics course will introduce formula arrays and DAX formulas to users in Power BI and Excel. Users will learn the skills to create and evaluate array formulas and DAX formulas. An understanding of implicit or explicit intersect...
Surgent’s Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel (SSTE413/22)
This one-hour course will serve as an introduction to artificial intelligence and how artificial intelligence is utilized in Excel. Users will be introduced to correlation and trend functions in Excel. The basics of linear regression and its applica...
Surgent’s Understanding Specific Risks in the Small and Medium-Sized Organization (SSMG13/22)
2020 taught us that major risks can come at us from any direction and with barely a warning. Risk management is a necessary tool for all organizations, but often overlooked by the small business. In this program, we will briefly look at the concept o...
Surgent’s What Tax Practitioners Need to Know About Medicare (SSTX417/22)
When the first cohort of Baby Boomers turned age 65 several years ago, tax advisors began to be bombarded with questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or require...
Surgent’s Max the Tax: Common 1040 Items (SSTX409/22)
During this interactive simulation, you will act as an IRS tax agent tasked with analyzing a tax return with various items flagged for review. After you interview the taxpayers, you must make any necessary changes to the return based on the latest ta...
Surgent’s Understanding and Testing Control and Compliance in a Single Audit (SSAA437/22)
The control and compliance requirements applied in a single audit differ from the requirements applied in a GAAS audit. As a result, sometimes it's even difficult to tell where the auditor's responsibilities start or stop in a single audit. This cour...
Surgent’s Critical Issues Involving Taxation of Construction Contractors (SSTX434/22)
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts o...
Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (SSTX440/22)
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 and instruction delivery is geared towar...
Surgent’s Guide to the Business of Booze: Accounting for Restaurants & Bars (SSAA416/22)
Since Prohibition, the alcohol industry has operated according to a complex and heavily regulated system. The industry is now changing dramatically as the traditional "three tiers" clash with an Internet world and electronic sales. For CPAs handling ...
Surgent’s Advanced Individual Income Tax Return Issues (SSTX438/22)
Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This cours...
Surgent’s Accounting for and Auditing Leases (SSAA451/22)
Accounting for and auditing leases was always a challenging task. Adding the implementation of the lease accounting guidance in ASC 842, Leases, will undoubtedly add that much more complexity to this audit area. In this module, we will review the new...
Surgent’s Project Management for Finance Professionals (SSMG14/22)
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is an important part of every organization; however, often companies do not differentiate between project management ...
Surgent’s S Corporation Core Tax Issues From Formation Through Liquidation (SSTX437/22)
As experienced staff masters the preparation intricacies of an 1120S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both the...
Surgent’s Crowdfunding: A General Overview (SSTE403/22)
In the past, entrepreneurs who sought investment capital for their start-ups were subject to the preferences and expectations of a small set of wealthy investors. These venture capitalists and angel investors often played the role of highly selective...
Surgent’s Organizational Culture and the Finance Professional (SSMG400/22)
Many experts say that an organization's culture is the single most important thing that will determine its success. Assuming that's true, it's necessary for the finance professional to understand the effect that the finance function has on that cultu...
Surgent’s The Essential Multistate Tax Update (SSTX403/22)
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 scrambl...
Surgent’s Preparation and Compilation Engagements Under the SSARS (SSAA458/22)
Be the go-to person on compilation and financial statement preparation engagements. Specifically designed for preparation and compilation practitioners and their staff, this course will provide you with a hands-on application for performing preparati...
Surgent’s Working Remotely: Best Practices, Challenges, and Opportunities (SSOT414/22)
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utili...
Surgent’s Understanding the High-Stakes Mega Issues in A&A Today (SSAA421/22)
With so much of significance going on currently in the world of A&A today, you need to be able to make sense of the key drivers of our profession. In this course, we will review the key aspects of the events that are impacting practitioners and f...
Surgent’s Power Query Series: Merge Queries (SSTE425/22)
A merge query combines two queries that have a common column or columns. This course discusses best practices for creating merge queries using Power Query (Excel version) and includes hands-on exercises to enable the user to demonstrate what they ha...
Surgent’s Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (SSTX401/22)
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs ...
Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (SSTX441/22)
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 ...
Surgent’s Power Query Series: Editor – The User Interface of Power Query (SSTE420/22)
This course introduces users to the Power Query Editor, using the Excel version of Power Query, and includes a hands-on transformation exercise using the editor. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a ...
Surgent’s Power Query Series: Useful Transformations (SSTE426/22)
This course covers a number of useful transformations using Power Query (Excel version) to clean, enrich, and shape data. Coverage includes pivoting and unpivoting, filtering and grouping, fuzzy matching, and more, with hands-on exercises for users t...
Surgent’s Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing (SSTE407/22)
This one-hour course will introduce users to table functions in Excel and Power BI. Users will demonstrate an ability to apply and utilize named ranges and naming conventions to data. Specific focus will be given to common formulas and functions wit...
Surgent’s Data Analytics Readiness Series: PivotTables (SSTE409/22)
This one-hour course will provide users with hands-on practice using PivotTables and Excel. Users will learn and apply skills to create, structure, and analyze data using PivotTables. The benefits and limitations of PivotTables will be discussed. Use...
Surgent’s Firm Quality Control Standards and Best Practices (SSAA443/22)
The best way to ensure engagement quality is through consistent application of a firm's system of quality control. In this course, we will review the key components of such a system, which can be found in the AICPA's quality control standards. Specif...