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4 Credits
Surgent’s Proven Controls to Steer You Clear of Fraud (SSAA801/24)
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.
2 Credits
Surgent’s FASB Update: New and Recent Accounting Standards Updates (SSAA803/24)
Designed for practitioners and their staff, whether in public accounting or business and industry, this course will provide you with an update of recently issued FASB Accounting Standards Updates (ASUs), and a review of the guidance related to ASC 84...
4 Credits
Surgent’s Annual FASB Update and Review (SSAA804/24)
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accoun...
8 Credits
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SSAA807/24)
This is indeed another year of significant change in the world of government and 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 with this inf...
16 Credits
Surgent’s GAAP Hot Topics – What You Need to Know (SSAA809/24)
This course provides an overview of several of the key accounting and reporting topics within U.S. GAAP. This includes a discussion of accounting for business combinations, revenue recognition principles, and leasing transactions. This course also ...
4 Credits
Surgent’s Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (SSAA810/24)
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 ...
8 Credits
Surgent’s Latest Developments in Governmental Accounting and Auditing (SSAA813/24)
This year is indeed another year of significant change in the world of governmental 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 t...
1 Credit
Surgent’s Goodwill Impairment Basics (SSAA814/24)
This course provides a basic overview of goodwill impairment testing. The accounting and reporting requirements related to goodwill are prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 350-20. This course focuses on the su...
2 Credits
Surgent’s Goodwill Impairment Testing (SSAA815/24)
This course provides an overview of goodwill impairment testing. The accounting and reporting requirements related to goodwill are prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 350-20. This course focuses on topics such a...
4 Credits
Surgent’s Understanding the High-Stakes Mega Issues in A&A Today (SSAA818/24)
With so much of significance going on currently in the world of A&A today, you need to be able to make sense of the key drivers of our profession. In this course, we will review the key aspects of the events that are impacting practitioners and finan...
4 Credits
Surgent’s Internal Controls and COSO in a Post-COVID Landscape (ICC4) (SSAA827/24)
Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls that should be present (as well as designed and oper...
2 Credits
Surgent’s Accounting for Software – Internal Use and External Sales (SSAA830/24)
This course provides an overview of the accounting for software, including both internal-use software as well as software that will be sold to third parties. The accounting, reporting, and disclosure requirements related to software depends on the n...
8 Credits
Surgent’s Form 1040 Return Review Boot Camp for New and Experienced Reviewers (SSTX738/24)
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of check...
4 Credits
Surgent’s IRS Tax Examinations and Hot Issues (SSTX740/24)
Due to IRS issue focused examinations, Accounting and Finance Professionals 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 exa...
8 Credits
Surgent’s Hot IRS Tax Examination Issues for Individuals and Businesses (SSTX742/24)
Although the IRS continues to lose its audit workforce due to budget cuts, it continues to examine specific individuals and small business taxpayers. Now, more than ever, Accounting and Financial Professionals need clients to understand the need for ...
4 Credits
Surgent’s Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (SSTX743/24)
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs ...
4 Credits
Surgent’s Guide to Payroll Taxes and 1099 Issues (SSTX745/24)
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 Mastering Basis Issues for S Corporations, Partnerships, and LLCs (SSTX747/24)
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is de...
2 Credits
Surgent’s Tax Aspects of Home Offices and Vacation Homes (SSTX750/24)
The purpose of this course is to provide a practical and in-depth analysis of the significant tax planning advantages and strategies related to owning a principal residence for use as a home office and/or vacation home for upper-income taxpayers.
2 Credits
Surgent’s How to Settle an Estate – An Overview (SSTX751/24)
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.
4 Credits
Surgent’s This Year’s Top Tax and Financial-Planning Ideas (SSTX752/24)
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...
12 Credits
Surgent’s This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (SSTX753/24)
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore pr...
8 Credits
Surgent’s Individual and Financial-Planning Tax Camp (SSTX754/24)
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely h...
20 Credits
Surgent’s Individual Income Tax Fundamentals (SSTX756/24)
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 recent legislation, including the Infl...
10 Credits
Surgent’s Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (SSTX757/24)
This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the Inflation Reduction Act, American Rescue Plan Ac...