4 Credits
Surgent’s Understanding Specific Risks in the Small and Medium-Sized Organization (SSMG13/22)
2020 taught us that major risks can come at us from any direction and with barely a warning. Risk management is a necessary tool for all organizations, but often overlooked by the small business. In this program, we will briefly look at the concept o...
2 Credits
Surgent’s What Tax Practitioners Need to Know About Medicare (SSTX417/22)
When the first cohort of Baby Boomers turned age 65 several years ago, tax advisors began to be bombarded with questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or require...
1 Credit
Surgent’s Max the Tax: Common 1040 Items (SSTX409/22)
During this interactive simulation, you will act as an IRS tax agent tasked with analyzing a tax return with various items flagged for review. After you interview the taxpayers, you must make any necessary changes to the return based on the latest ta...
4 Credits
Surgent’s Understanding and Testing Control and Compliance in a Single Audit (SSAA437/22)
The control and compliance requirements applied in a single audit differ from the requirements applied in a GAAS audit. As a result, sometimes it's even difficult to tell where the auditor's responsibilities start or stop in a single audit. This cour...
4 Credits
Surgent’s Critical Issues Involving Taxation of Construction Contractors (SSTX434/22)
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts o...
8 Credits
Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (SSTX440/22)
The course provides a comprehensive hands-on, pencil pushing 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 towar...
2 Credits
Surgent’s Guide to the Business of Booze: Accounting for Restaurants & Bars (SSAA416/22)
Since Prohibition, the alcohol industry has operated according to a complex and heavily regulated system. The industry is now changing dramatically as the traditional "three tiers" clash with an Internet world and electronic sales. For CPAs handling ...
8 Credits
Surgent’s Advanced Individual Income Tax Return Issues (SSTX438/22)
Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This cours...
2 Credits
Surgent’s Accounting for and Auditing Leases (SSAA451/22)
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...
6 Credits
Surgent’s Project Management for Finance Professionals (SSMG14/22)
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is an important part of every organization; however, often companies do not differentiate between project management ...
8 Credits
Surgent’s S Corporation Core Tax Issues From Formation Through Liquidation (SSTX437/22)
As experienced staff masters the preparation intricacies of an 1120S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both the...
1 Credit
Surgent’s Crowdfunding: A General Overview (SSTE403/22)
In the past, entrepreneurs who sought investment capital for their start-ups were subject to the preferences and expectations of a small set of wealthy investors. These venture capitalists and angel investors often played the role of highly selective...
1 Credit
Surgent’s Organizational Culture and the Finance Professional (SSMG400/22)
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 The Essential Multistate Tax Update (SSTX403/22)
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scrambl...
4 Credits
Surgent’s Preparation and Compilation Engagements Under the SSARS (SSAA458/22)
Be the go-to person on compilation and financial statement preparation engagements. Specifically designed for preparation and compilation practitioners and their staff, this course will provide you with a hands-on application for performing preparati...
2 Credits
Surgent’s Working Remotely: Best Practices, Challenges, and Opportunities (SSOT414/22)
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utili...
4 Credits
Surgent’s Understanding the High-Stakes Mega Issues in A&A Today (SSAA421/22)
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 f...
1 Credit
Surgent’s Power Query Series: Merge Queries (SSTE425/22)
A merge query combines two queries that have a common column or columns. This course discusses best practices for creating merge queries using Power Query (Excel version) and includes hands-on exercises to enable the user to demonstrate what they ha...
4 Credits
Surgent’s Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (SSTX401/22)
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 ...
8 Credits
Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (SSTX441/22)
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the ...
1 Credit
Surgent’s Power Query Series: Editor – The User Interface of Power Query (SSTE420/22)
This course introduces users to the Power Query Editor, using the Excel version of Power Query, and includes a hands-on transformation exercise using the editor. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a ...
1 Credit
Surgent’s Power Query Series: Useful Transformations (SSTE426/22)
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...
1 Credit
Surgent’s Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing (SSTE407/22)
This one-hour course will introduce users to table functions in Excel and Power BI. Users will demonstrate an ability to apply and utilize named ranges and naming conventions to data. Specific focus will be given to common formulas and functions wit...
1 Credit
Surgent’s Data Analytics Readiness Series: PivotTables (SSTE409/22)
This one-hour course will provide users with hands-on practice using PivotTables and Excel. Users will learn and apply skills to create, structure, and analyze data using PivotTables. The benefits and limitations of PivotTables will be discussed. Use...
1 Credit
Surgent’s Firm Quality Control Standards and Best Practices (SSAA443/22)
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...