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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...

$90

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 ...

$180

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...

$180

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...

$90

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...

$180

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...

$90

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...

$360

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...

$720

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...

$180

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...

$360

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 ...

$180

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 ...

$90

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...

$180

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...

$180

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...

$360

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...

$450

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...

$90

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 ...

$90

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...

$90

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...

$360

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...

$90

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...

$135

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...

$90

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...

$360

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...

$360

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...

$180

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.

$90

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...

$180

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...

$45

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...

$45

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, ...

$90

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...

$90

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...

$45

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...

$90

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...

$180

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...

$180

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...

$45

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...

$90

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 ...

$180

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...

$360

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...

$90

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...

$90

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...

$90

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...

$180

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...

$540

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...

$45

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...

$45

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...

$90

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...

$180

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...

$90

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 ...

$180

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...

$540

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...

$180

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...

$90

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...

$45

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...

$45

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...

$45

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...

$90

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...

$45

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...

$90

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...

$45

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...

$90

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...

$360

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...

$45

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...

$180

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...

$45

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...

$180

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...

$180

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...

$90

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...

$45

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...

$45

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...

$90

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...

$90

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...

$90

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...

$90

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...

$180

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...

$45

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...

$45

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...

$45

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...

$45

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...

$360

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...

$90

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 ...

$270

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...

$45

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...

$180

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...

$45

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...

$45