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3 Credits
Surgent’s 2023 Tax Update (SSTX760/24)
Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course...
4 Credits
Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges (SSTX761/24)
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...
4 Credits
Surgent’s Individual Tax Planning Ideas (SSTX764/24)
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 Annual Accounting Update (SSAA741/24)
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; a review of ASU...
1 Credit
Surgent’s Accounting for Guarantees (SSAA743/24)
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...
2 Credits
Surgent’s AICPA Update (SSAA746/24)
Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recently issued AICPA auditing and attest standards that will be effective for December 31, 2022...
4 Credits
Surgent’s Mastering Accounting for Income Taxes (SSAA747/24)
Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to un...
8 Credits
Surgent’s Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (SSAA749/24)
It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You cannot simply apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a ...
1 Credit
Surgent’s Accounting Principle Changes (SSAA751/24)
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...
4 Credits
Surgent’s Annual Auditing Update (SSAA752/24)
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 recent pronouncements and guidance issued by the AICPA related to audit and attes...
1 Credit
Surgent’s Business Combinations – U.S. GAAP vs. IFRS (SSAA753/24)
This course provides an overview of the similarities and key differences between the business combination standards issued by the FASB (ASC Topic 805) and the IASB (IFRS 3). While these standards are very similar, as is the case with many areas of U....
8 Credits
Surgent’s Winning the Fraud Battle in the Digital Age: Prevention and Detection (SSAA757/24)
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...
8 Credits
Surgent’s A Complete Guide to the Yellow Book (SSAA760/24)
If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in perf...
4 Credits
Surgent’s Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis (SSAA762/24)
For many businesses, preparing financial statements using a special purpose framework may provide an alternative to the complexity of U.S. GAAP. This course will provide you with an overview and hands-on application on preparing financial statements ...
4 Credits
Surgent’s The Most Critical Challenges in Not-for-Profit Accounting Today (SSAA763/24)
This year, not-for-profit entities are preparing to apply critical new standards related to contributions of nonfinancial assets, leases, and more. Now is the time to know more than just what the standards say - we need to know what they mean and how...
8 Credits
Surgent’s Construction Contractors: Critical Accounting, Auditing, and Tax Issues (SSAA768/24)
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 business due to the ma...
6 Credits
Surgent’s Microsoft Word 365 and Word 2019: Getting Started (SSTE718/24)
Microsoftr Wordr 365 and Wordr 2019: Getting Started is a three-lesson basic level course that guides you through opening, creating, formatting, previewing, printing, and saving text documents.
1 Credit
Surgent’s Max the Tax: Metaverse (SSTE720/24)
Your client, Multi-Mega Markets Corporation (MMM), a global conglomerate with businesses in entertainment, fashion, retail, software, technology and other industries, is looking for advice on the state of the metaverse. They are considering starting ...
6 Credits
Surgent’s Microsoft PowerPoint 2016: Getting Started (SSTE721/24)
This course guides you through creating and opening PowerPoint presentations; inserting, reorganizing, and deleting slides; applying a design theme and switching between different PowerPoint views. You learn how to insert various types of content on ...
4 Credits
Surgent’s Microsoftr Excel 365/Excel 2019: Getting Started with PivotTables and PivotCharts (SSTE735/24)
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.
1 Credit
Surgent’s UiPath: Step into RPA (SSTE736/24)
Surgent has partnered with UiPath(TM), the world's leading robotic process automation (RPA) software company, to provide this CPE course that gives learners practical application in RPA. Participants in this course receive an engaging introduction to...
4 Credits
Surgent’s Microsoft Excel 2016: Useful Functions for CPAs (SSTE737/24)
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 365/Excelr 2019: Working with Formulas and Functions (SSTE739/24)
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 Microsoft Excel 365/Excel 2019: Working with Data Ranges and Tables (SSTE740/24)
Microsoftr Excelr 365/Excelr 2019: Working with Data Ranges and Tables is a two-lesson, intermediate level course that guides you through organizing, entering, and validating worksheet data and then effectively sorting, filtering, subtotaling, and ou...
8 Credits
Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (SSTX702/24)
The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as...