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1 Credit
Surgent’s Business Development: Time (SSOT561/23)
Participants have nine hours before tonight’s birthday party, and as they begin the workday, they must review and prioritize their task list to maximize productivity. How much can they get done? As they set off on their day by clicking through each...
8 Credits
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SSAA673/23)
Don’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-...
2 Credits
Surgent’s Fraud Environment (SSAA675/23)
Fraud is all around us, though many times we miss it. As accountants, we have a professional responsibility to detect material fraud. However, our ability to detect fraud is directly related to our understanding of how fraud occurs, how prevale...
2 Credits
Surgent’s Audit Quality and Peer Review Update (SSAA677/23)
With the AICPA’s heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor’s overall responsibility to provide high quality services, the focus on compliance with professional standards has never ...
4 Credits
Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client (SSTX575/23)
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 ...
10 Credits
Surgent’s Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (SSTX676/23)
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...
4 Credits
Surgent’s Preparation and Compilation Engagements Under the SSARS (SSAA625/23)
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...
6 Credits
Surgent’s Microsoftr Excelr 2016: Getting Started (SSOT514/23)
This course introduces you to the Excel 2016 software and then guides you through basic Excel features using step-by-step hands-on activities.
4 Credits
Surgent’s Real Estate Taxation: Critical Considerations (SSTX580/23)
This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must n...
2 Credits
Surgent’s Compilation and Review Overview (SSAA600/23)
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,...
1 Credit
Surgent’s Revenue Recognition – U.S. GAAP vs. IFRS (SSAA563/23)
This course provides an overview of the similarities and key differences between the revenue recognition standards issued by the FASB (ASC Topic 606) and the IASB (IFRS 15). While these standards are materially similar as the regulators worked jointl...
2 Credits
Surgent’s How to Settle an Estate – An Overview (SSTX550/23)
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.
8 Credits
Surgent’s Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (SSAA557/23)
While the effective date of Topic 606 has passed for most entities, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Also, if you are taking advantage of the FASB deferral of Topic 606's effecti...
1 Credit
Surgent’s Accounting Principle Changes (SSAA516/23)
This course provides an overview of the accounting requirements with respect to accounting principle changes. The scope of accounting changes includes a discussion of changes in accounting principles, changes in accounting estimates, as well as chan...
8 Credits
Surgent’s Buying and Selling a Business: Critical Tax and Structuring Issues (SSTX590/23)
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 ...
1 Credit
Surgent’s Max the Tax: Schedule C (SSTX567/23)
In this scavenger hunt game, you're a tax associate at Surging CPAs, LLC. It's the busy time of year, and you arrive at work to find an urgent assignment in your inbox from your senior manager, Caroline. Another colleague suddenly quit, and Caroline ...
1 Credit
Surgent’s Accounting for Guarantees (SSAA511/23)
Guarantees are often included within certain purchase agreements, sales agreements, commercial agreements, and many other types of agreements. This course provides an overview of the accounting, reporting, and disclosure requirements related to guar...
4 Credits
Surgent’s Individual Tax Planning Ideas (SSTX559/23)
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 ...
4 Credits
Surgent’s Critical Issues Involving Taxation of Construction Contractors (SSTX598/23)
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...
8 Credits
Surgent’s Winning the Fraud Battle in the 21st Century: Prevention and Detection (SSAA597/23)
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...
4 Credits
Surgent’s Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales (SSTX508/23)
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
10 Credits
Surgent’s Advanced Critical Tax Issues for S Corporations (SSTX510/23)
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.
4 Credits
Surgent’s Guide to Payroll Taxes and 1099 Issues (SSTX543/23)
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...
4 Credits
Surgent’s Microsoftr Excelr 365/Excelr 2019: Getting Started with PivotTables and PivotCharts (SSOT521/23)
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.
2 Credits
Surgent’s Lease Accounting: Exploring the New Standard (SSAA540/23)
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...