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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 ...
4 Credits
Surgent’s Accounting for Financial Instruments: Making Sense of the FASB’S New Guidance on Impairment, Hedging, and Financial Assets and Liabi (SSAA310/22)
With the recent completion of its financial instruments project, the FASB has made some significant changes to how an entity accounts for many of its financial instruments. In ASUs dealing with the recognition and measurement of financial assets and ...
6 Credits
Surgent’s Microsoftr Excelr 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.
16 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.
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 Five Critical Issues That A&A Public Accountants Will Need to Face This Year (SSAA321/22)
Understanding the forces affecting your A&A public practice is critical to success in today's complex and rapidly changing market. In this session we will tackle pressing issues at a "need to know" level and then discuss the practical implications. Y...
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 ...
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...
4 Credits
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...
8 Credits
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...
16 Credits
Surgent’s Federal Estate and Gift Tax Return Boot Camp (SSTX333/22)
The estate tax and generation-skipping transfer tax have returned, and the gift tax is again unified with the estate tax. Changes in the transfer tax under new law are mirrored in the compliance requirements. The purpose of this course is to learn ho...
4 Credits
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...
4 Credits
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...
2 Credits
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.