Specialized Knowledge

Leveraging Generative AI (LIMG22/24)

By |2024-03-18T13:26:10-04:00February 19th, 2024||

This presentation explores the spectrum of AI, from predictive to prescriptive to the emergent field of generative AI. It highlights the multifaceted outputs possible with generative AI across text, images, audio, video, and more. We will discuss how...

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Surgent’s Raising Financially Capable Children (SSOT722/24)

By |2023-11-22T20:58:13-05:00November 22nd, 2023||

This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how...

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Surgent’s Marijuana: A Generalized Business Viewpoint (SSOT718/24)

By |2023-11-22T20:54:04-05:00November 22nd, 2023||

Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, ot...

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Surgent’s HIPAA: What Accountants and Other Practitioners Need to Know (SSOT715/24)

By |2023-11-22T20:51:13-05:00November 22nd, 2023||

In 1996, Congress passed the Health Insurance Portability and Accountability Act, commonly referred to as HIPAA. HIPAA's stated purpose was to provide Americans with privacy measures designed to protect personal healthcare-related information. Yet ...

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Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (SSOT734/24)

By |2023-11-22T12:35:08-05:00November 22nd, 2023||

Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why...

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