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1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 6/10/21) (SSTX273/25)
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 ...
2 Credits
Surgent’s Accounting and Auditing Revenue (SSAA119/25)
Revenue is often one of the largest and most significant line items in a company's financial statements. It is also the line item that is most susceptible to fraud. Further, all companies reporting under U.S. GAAP have either recently completed or ar...
4 Credits
Surgent’s IA Module 5 — Internal Audit (IA) Risk Assessment and Planning (SSAA229/25)
The value adding capacity of an overall IA activity's program begins with the foundational risk assessment and planning process. This activity is undertaken annually at an enterprise level, and functionally at an individual engagement level. The al...
2 Credits
Surgent’s Update on the SECURE 2.0 Act (SSTX216/25)
This course provides a comprehensive analysis of the SECURE 2.0 Act, which is part of a much larger legislative package entitled the Consolidated Appropriations Act, 2023. The principal focus of the Act is to expand retirement coverage and increase r...
2 Credits
Surgent’s Audit Documentation Requirements (SSAA106/25)
Audit documentation provides evidence that the audit was planned and performed in accordance with generally accepted auditing standards (GAAS) as well as applicable legal and regulatory requirements. It also serves a number of other purposes such as ...
4 Credits
Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (SSTX192/25)
Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, ...
2 Credits
Surgent’s Accounting for and Auditing Leases (SSAA120/25)
Accounting for and auditing leases was always a challenging task. Adding the implementation of the lease accounting guidance in ASC 842, Leases, will undoubtedly add that much more complexity to this audit area.In this module, we will review the new ...
4 Credits
Surgent’s Preparation and Compilation Engagements Under the SSARS (SSAA260/25)
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparatio...
4 Credits
Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (SSAA267/25)
While the effective date of Topic 606 has passed for companies, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance. Whether you are looking to ...
1 Credit
Surgent’s Organizational Culture and the Finance Professional (SSMG121/25)
Many experts say that an organization's culture is the single most important thing that will determine its success. Assuming that's true, it's necessary for the finance professional to understand the effect that the finance function has on that cultu...
4 Credits
Surgent’s Fundamentals of Public Charity Taxation and Form 990 (SSTX144/25)
If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax, and the related schedules, this is the course for you! The program focuses on common issues that professionals w...
1 Credit
Surgent’s Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel (SSTE112/25)
This one-hour course will serve as an introduction to artificial intelligence and how artificial intelligence is utilized in Excel. Users will be introduced to correlation and trend functions in Excel. The basics of linear regression and its applica...
1 Credit
Surgent’s Power Query Series: Useful Transformations (SSTE131/25)
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...
8 Credits
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SSOT132/25)
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
1 Credit
Surgent’s Firm Quality Control Standards and Best Practices (SSAA263/25)
The best way to ensure engagement quality is through consistent application of a firm's system of quality control. In this course, we will review the key components of such a system, which can be found in the AICPA's quality control standards. Specif...
2 Credits
Surgent’s Preparing and Reviewing Client Prepared Financial Statements (SSAA112/25)
The ultimate objective of a financial statement audit is to issue the independent auditor's report. This module discusses the process, introduces key elements of financial statements, and provides best practices for auditors who either prepare or rev...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 11/18/21) (SSTX256/25)
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 ...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 11/05/20) (SSTX288/25)
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 ...
1 Credit
Surgent’s Excel: The Data Tools for Analysis – Power Query and Power Pivot (SSTE114/25)
With the Power BI ecosystem, a complete business intelligence solution, your company can begin the data analytics journey with Excel. Excel contains two data tools of the Power BI ecosystem to begin developing data skills: Power Query and Power Pivo...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 7/08/21) (SSTX269/25)
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 ...
1 Credit
Surgent’s Power Query Series: Use Cases (SSTE120/25)
This course presents five use cases for specific data issues a user may encounter in Power Query (Excel version). Through hands-on examples, users are guided through the process of overcoming each of these issues.Power Query is an "ETL" tool that ex...
2 Credits
Surgent’s Data Analytics for Accountants and Financial Managers (SSAA142/25)
Data analytics and mining are the fastest growing disciplines in accounting and general management. Many organizations are either planning programs or have them already underway. Unfortunately, a number of these attempts fail due to poor planning...
2 Credits
Surgent’s Effective Communications with Management and Those Charged with Governance (SSAA129/25)
As a byproduct of the audit, the auditor has a responsibility to communicate certain information to management and those charged with governance, primarily related to risk and internal control deficiencies. In some cases the auditor may be required t...
1 Credit
Surgent’s Give Me a Little Credit: Understanding the Yellow Book CPE Requirements (SSAA290/25)
Auditors who plan, direct, or perform engagement procedures or reporting on Yellow Book engagements are required to develop and maintain their professional competence by complying with the Yellow Book CPE requirements. This course is designed to help...
2 Credits
Surgent’s Reviewing Audit Workpapers (SSAA118/25)
Audit documentation provides the principal support for the independent auditor's report. Therefore, it is important that workpapers meet professional standards. Anything less could result in peer or regulatory review deficiencies at as a worse case, ...