Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.



1 Credit


2 Credits

Surgent’s Lessons Learned from Successful Companies (SSMG501/23)

Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, r...

Non-Member Fee: $90


1 Credit


1 Credit

Surgent’s Health Savings Account Optimization (SSTX577/23)

Health savings account optimization allows individuals with a high deductible health plan to contribute money into a tax-advantaged medical savings account. Individuals receive the tax deduction in the year of contribution, the HSA account stays with...

Non-Member Fee: $45


1 Credit


1 Credit


8 Credits

The Best Federal Tax Update Course by Surgent (SSTX518/23)

In this continually revised course, tax advisors will be fully updated on the most important aspects of recent legislation, including the FFCRA, CARES Act, CAA 2021, and ARPA, as well as major trends on the horizon with a view toward planning conside...

Non-Member Fee: $360


1 Credit


1 Credit


2 Credits

Surgent’s Understanding Non-Compete Agreements (SSOT507/23)

More and more employers rely on non-compete agreements to protect company assets. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships and specialized training, a...

Non-Member Fee: $90


8 Credits


1 Credit


1 Credit

Surgent’s Weekly Expert Hour (Original Air Date: 7/29/21) (SSTX628/23)

As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...

Non-Member Fee: $45


4 Credits


1 Credit


1 Credit

Surgent’s Power Query Series: Useful Transformations (SSOT547/23)

This course covers a number of useful transformations using Power Query (Excel version) to clean, enrich, and shape data. Coverage includes pivoting and unpivoting, filtering and grouping, fuzzy matching, and more, with hands-on exercises for users t...

Non-Member Fee: $45


4 Credits


2 Credits


1 Credit

Surgent’s Weekly Expert Hour (Original Air Date: 8/26/21) (SSTX624/23)

As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...

Non-Member Fee: $45


4 Credits


2 Credits

Surgent’s Auditing Property, Plant, & Equipment (SSAA573/23)

Property, plant, and equipment is present, at least to some extent, in virtually all audit clients. Auditing the area can be straight forward but when an entity is building machinery or equipment, complexities arise. Property and equipment can also i...

Non-Member Fee: $90


1 Credit


8 Credits


1 Credit


2 Credits

Surgent’s Public Speaking and Presentation Skills (SSOT510/23)

Gerald Ford once said that "othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional lev...

Non-Member Fee: $90