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Surgent’s Individual Income Tax Update (BIT4) (SSTX194/21)

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 ...

$160

Surgent’s Compilation and Review Overview (CROV) (SSAA095/21)

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,...

$80

Surgent’s Mastering Accounting for Income Taxes (AIT4) (SSAA078/21)

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...

$160

Surgent’s The 2018 Yellow Book Revision (QUA4) (SSAA040/21)

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...

$160

Surgent’s IRS Tax Examinations and Hot Issues (EXI4) (SSTX210/21)

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 ...

$160

Surgent’s How to Settle a Client’s Estate (SEAZ) (SSTX249/21)

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...

$400

Surgent’s How to Settle an Estate – An Overview (HSEO) (SSTX220/21)

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.

$80

Surgent’s 2018 Tax Update (IRSU) (SSTX227/21)

With the passage of the GOP tax bill by Congress in December 2017, the long road to tax reform has brought us the largest overhaul to the tax code since 1986. The widespread changes affect many aspects of individual and business taxes, beginning thi...

$80

Surgent’s Annual Auditing Update (AUU4) (SSAA083/21)

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 ...

$160

Surgent’s How to Do a GAAS Audit (GAAS) (SSAA114/21)

In arriving at and providing an opinion on the financial statements, auditors follow approximately 1,000 pages of generally accepted auditing standards (GAAS)! It takes a great deal of effort and energy to keep up with the current requirements. Desig...

$320

Surgent’s How to Do a GAAS Audit (GAAS) (SSAA115/21)

In arriving at and providing an opinion on the financial statements, auditors follow approximately 1,000 pages of generally accepted auditing standards (GAAS)! It takes a great deal of effort and energy to keep up with the current requirements. Desig...

$320

Surgent’s Mastering Accounting for Income Taxes (AIT4) (SSAA079/21)

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...

$160

Surgent’s Real Estate Tax Boot Camp (RETC) (SSTX244/21)

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...

$320

The Best Federal Tax Update Course by Surgent (BFTU) (SSTX192/21)

The most comprehensive tax reform since the mid-1980s has been ushered in under The Tax Cuts & Jobs Act. New tax brackets take effect in 2018. The standard deduction will see increased utilization, and the personal exemption is gone -- just as kaput...

$320

Surgent’s Annual FASB Update and Review (FUR4) (SSAA112/21)

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...

$160

Surgent’s Individual Income Tax School (SITS) (SSTX251/21)

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...

$640

The Best Federal Tax Update Course by Surgent (BFTU) (SSTX193/21)

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...

$640

Surgent’s AICPA Update (AICU) (SSAA077/21)

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...

$80

Surgent’s Complete Trust Workshop (TCTW) (SSTX174/21)

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...

$640

Surgent’s Ethics for Tax Professionals (EFTP) (SSET129/21)

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...

$80

Surgent’s Individual Tax Planning Ideas (ITP4) (SSTX228/21)

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 ...

$160

Surgent’s Annual Accounting and Auditing Update (ACAU) (SSAA072/21)

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the PCC, FASB, ASB, and ARSC. Not only will ...

$320

Surgent’s IRS Tax Examinations and Hot Issues (EXI4) (SSTX211/21)

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 ...

$160

Surgent’s Annual Accounting and Auditing Update (ACAU) (SSAA073/21)

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the PCC, FASB, ASB, and ARSC. Not only will ...

$320

Surgent’s Annual Accounting Update (ACU4) (SSAA074/21)

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...

$160

Surgent’s The 2018 Yellow Book Revision (QUA4) (SSAA039/21)

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...

$160

Surgent’s Top 10 Tax Topics This Year (TTEN) (SSTX181/21)

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 planning opportunities.

$320

Surgent’s Federal Tax Update (BFT4) (SSTX191/21)

Both businesses and individual clients face major changes in the tax landscape. Tax professionals face a considerable challenge: delivering effective planning advice and services to address recent developments while staying nimble to respond to furth...

$160