Specialized Knowledge

Self-Study Text

Specialized Knowledge, Taxes

(SSOT131/25) Surgent’s Securing a Comfortable Retirement in the Age of Spending

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.
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Self-Study Video

Specialized Knowledge

(SSOT120/25) Surgent’s HIPAA: What Accountants and Other Practitioners Need to Know

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 soon after it became law, critics argued that HIPAA "lacked teeth", noting that the only remedy for violations of the law was...
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Self-Study Video

Specialized Knowledge, Taxes

(SSOT143/25) Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

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 options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who...
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Self-Study Video

Specialized Knowledge, Taxes

(SSOT132/25) Surgent’s Securing a Comfortable Retirement in the Age of Spending

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.
Read More

Self-Study Text

Specialized Knowledge, Taxes

(SSOT130/25) Surgent’s Securing a Comfortable Retirement

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.
Read More

Self-Study Video

Specialized Knowledge, Taxes

(SSST123/25) Surgent’s Marijuana: A Generalized Business Viewpoint

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, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a...
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