4 Credits
Surgent’s Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (SSAA351/22)
A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to ...
6 Credits
Surgent’s Microsoft Excel 2016: Getting Started (SSTE303/22)
This course introduces you to the Excel 2016 software and then guides you through basic Excel features using step-by-step hands-on activities.
8 Credits
Surgent’s Preparing Individual Tax Returns for New Staff and Para-Professionals (SSTX352/22)
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...
8 Credits
Surgent’s Complete Guide to Payroll Taxes and 1099 Issues (SSTX323/22)
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 also...
12 Credits
Surgent’s Social Security and Medicare: Planning for You and Your Clients (SSTX368/22)
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...
4 Credits
Surgent’s Statement of Cash Flows: Preparation Guidance and Presentation Illustrations (SSAA341/22)
From its humble beginnings way back in 1963 when the Accounting Principles Board "encouraged" the presentation of a funds statement, the Statement of Cash Flows has made its way to a required, critical, and often considered the most important financi...
4 Credits
Surgent’s Microsoftr Excelr 365/Excelr 2019: Getting Started with PivotTables and PivotCharts (SSTE309/22)
Microsoftr Excelr 365/Excelr 2019: Getting Started with PivotTables and PivotCharts is a two-lesson advanced level course that guides you through creating, formatting, and modifying PivotTables and PivotCharts in Excel using step-by-step hands-on activities.
8 Credits
Surgent’s Implementing Topic 606: Tackling the Tough Issues in Adopting the New Revenue Recognition Standard (SSAA368/22)
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...
4 Credits
Surgent’s Fraud Basics: Protecting the Company Till (SSAA333/22)
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...
4 Credits
Surgent’s Real Estate Taxation: Critical Considerations (SSTX357/22)
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...
4 Credits
Surgent’s Guide and Update to Compilations, Reviews, and Preparations (SSAA329/22)
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...
2 Credits
Surgent’s Fundamentals of Internal Controls (SSAA379/22)
Obtaining an understanding of the entity and its environment is critical part of assessing the risk of material misstatement. The auditor obtains an understanding of internal controls by evaluating the design and implementation of key controls over ...
4 Credits
Surgent’s Microsoftr Excelr 365/Excelr 2019: Working with Formulas and Functions (SSTE313/22)
This course guides you through creating, copying and pasting, reviewing, and correcting basic and complex formulas in Excel 2019 using step-by-step, hands-on activities.
4 Credits
Surgent’s The Top Five Tax Issues in Dealing with LLCs and Partnerships (SSTX348/22)
Partnerships and LLCs involve unique problems that require careful attention. This course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls.
4 Credits
Surgent’s Annual Auditing Update (SSAA317/22)
Designed for accounting, audit and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of the new and recent pronouncements and guidance issued by the AICPA Auditing Standards ...
4 Credits
Surgent’s Microsoftr Excelr 2016: Working with PivotTables and PivotCharts (SSTE308/22)
This course guides you through creating, formatting, and modifying PivotTables and PivotCharts.
16 Credits
Surgent’s Fiduciary Income Tax Returns — Form 1041 Workshop with Filled-in Forms (SSTX301/22)
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...
8 Credits
Surgent’s Annual Accounting and Auditing Update (SSAA306/22)
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...
4 Credits
Surgent’s Proven Controls to Steer You Clear of Fraud (SSAA340/22)
Organizations that fall victim to fraud (and that is every organization in the world) have many controls in place to combat fraud. We will discuss means and methods to stop fraud and the controls that victim organizations employ to seek improvements for our organizations.
8 Credits
Surgent’s Form 1120S Boot Camp: Step-by-Step Preparation with Completed Forms (SSTX371/22)
The objective of this course is to train new, rusty, or returning-to-practice staff to prepare a complicated federal Subchapter S Corporation tax return. The course includes a chapter-by-chapter, hands-on approach to completing Form 1120S. As details...
8 Credits
Surgent’s Construction Contractors: Critical Accounting, Auditing, and Tax Issues (SSAA323/22)
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Construction engagements are, in many instances, more "dangerous" than most lines of businesses due to the ...
2 Credits
Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SSTX320/22)
Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program is designed to help tax practitioners answer this often-asked question intelligently as it explains ho...
4 Credits
Surgent’s Examining the New Lease Accounting Standard: More Than Meets the Eye (SSAA364/22)
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...
2 Credits
Surgent’s Review of Form 709 — Gift Tax Return (SSTX304/22)
This course will enable practitioners to understand the basic practical issues of preparing the gift tax Form 709. This course covers the disclosure requirements and the information necessary to properly prepare the form.
4 Credits
Surgent’s Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (SSMG301/22)
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the f...