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4 Credits
Surgent’s Microsoft® Excel® 365/Excel 2019: Getting Started with PivotTables and PivotCharts (PVPC) (SSET166/21)
Microsoft® Excel® 365/Excel® 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 2016: Useful Functions for CPAs (UF16) (SSTE161/21)
This course guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text and Logical functions.
4 Credits
Surgent’s Microsoftr Excelr 2016: Creating and Formatting Charts (CF16) (SSTE156/21)
Excel provides a variety of tools you can use to create, format and enhance charts: contextual Ribbon tab buttons, menus and galleries, shortcut menus, keyboard shortcuts, task panes, and more. This course allows you to explore using these tools to create and format common chart types.
4 Credits
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 ...
4 Credits
Surgent’s Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (LTC4) (SSAA124/21)
Change is definitely coming. For those entities who currently recognize revenue under the guidance of Statement of Position 81-1, Accounting for Performance of Construction-Type and Certain Production-Type Contracts (SOP 81-1), understanding the basi...
8 Credits
Surgent’s Revenue Recognition, Leases, and Financial Instruments: The FASB’s “Big Three” (FSBT) (SSAA110/21)
Sometimes we can avoid addressing the elephant in the room for a while. However, when there are three elephants in the room, it's time to address the issues. Designed for practitioners and their staff, whether in public accounting or business and ind...
4 Credits
Surgent’s Section 199A: Applications and Challenges in 2019 (AIG4) (SSTX182/21)
Section 199A is easily the least understood topic of The Tax Cuts and Jobs Act. Your clients will look to you for explanations and best practices to maximize the 20% deduction. Pass-through entities and real estate investors stand to gain valuable ta...
2 Credits
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,...
8 Credits
Surgent’s Latest Developments in Nonprofit Accounting and Auditing (NPAA) (SSAA012/21)
This year is indeed another year of significant change in the world of nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current thro...
6 Credits
Surgent’s Microsoftr Wordr 2016: Getting Started (WD16) (SSTE162/21)
This course guides you through opening, creating, formatting, previewing, printing, and saving text documents.
8 Credits
Surgent’s The Essential Course for Performing Single Audits Under the Uniform Guidance for Federal Awards (UGID) (SSAA029/21)
Applying one set of auditing standards is tough. Applying three sets of auditing standards is really tough. However, this is precisely what the auditor does in applying GAAS, the Yellow Book, and the OMB requirements to a single audit. This is an ess...
4 Credits
Surgent’s Statement of Cash Flows: Preparation Guidance and Presentation Illustrations (FLO4) (SSAA108/21)
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 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...
4 Credits
Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (REV4) (SSAA015/21)
The effective date for Topic 606, Revenue from Contracts with Customers, is now here for all entities. Are you ready? Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course pr...
4 Credits
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 ...
12 Credits
Surgent’s This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP) (SSTX222/21)
With different tax rates for individuals and trusts, tax planning takes on more importance. New ideas for financial planning for retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners c...
8 Credits
Surgent’s Preparing Individual Tax Returns for New Staff and Para-Professionals (PITR) (SSTX238/21)
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 Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC) (SSTX178/21)
The course provides a comprehensive understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course and instruction delivery is geared toward the basic understanding...
8 Credits
Surgent’s CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (PLFB) (SSMG142/21)
Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic plann...
8 Credits
Surgent’s Partnership and LLC Core Tax Issues From Formation Through Liquidation (PLTI) (SSTX239/21)
As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparati...
8 Credits
Surgent’s Getting the Choice of Entity Right: Tax Law, Strategy, and Tactics (CBES) (SSTX200/21)
Tax rates are always a critically important factor in choosing the form of business organization, and the individual and corporate rates are particularly important in 2018 and beyond. The rates demand a reconsideration of current businesses and a dif...
10 Credits
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...
12 Credits
The Best Individual Income Tax Update Course by Surgent (BITU) (SSTX196/21)
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...
4 Credits
Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (CST4) (SSAA098/21)
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of businesses due t...
2 Credits
Surgent’s Ethical Considerations In Your Tax Practice (EXT4) (SSET131/21)
This four-hour course covers most of the specific ethical considerations that come into play as a practitioner in the eyes of the Internal Revenue Service. It also covers sanctions and limitations on both clients and practitioners arising out of the preparation of an income tax return.