Taxes

Winter Warmup: Expanded Enforcement: Combating Escalating IRS Correspondence (LIMG03/25)

By |2025-02-11T15:40:07-05:00January 21st, 2025||

With the IRS ramping up enforcement efforts under the Inflation Reduction Act, tax professionals are seeing a surge in IRS correspondence. This course provides a deep dive into the IRS’s expanding use of technology, data analytics, and automated...

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Winter Warmup: Tax Credit Benefits for C-Corporations (LIMG04/25)

By |2025-02-11T16:00:07-05:00January 21st, 2025||

This course is tailored to C-Corporation entities who want to learn more about offsetting their Federal and SC state tax liabilities. The instructor will provide an overview of the tax credit process and potential savings for investors. Enrolled Agent Approved

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Winter Warmup: Tax Planning Using South Carolina Textile Mill, Abandon Building, Historic, and LIHTC Tax Credits (LIMG02/25)

By |2025-02-11T15:40:09-05:00January 21st, 2025||

This presentation explores the South Carolina Property Rehabilitation and Housing Tax Credits programs and its benefits for property owners, developers, South Carolina taxpayers, and the community.  Specifically, it will cover the S...

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Winter Warmup: Sales Tax vs. Income Tax (LIMG01/25)

By |2025-02-11T15:42:10-05:00January 21st, 2025||

In this presentation, eCommerce expert Michael Fleming will review the basics of sales tax nexus and income tax nexus, then describe the differences between the two. Sellers, whether they are traditional brick and mortar, eCommerce, or a combinati...

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Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (SSTX191/25)

By |2024-08-22T19:02:38-04:00June 22nd, 2024||

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, ...

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Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals (SSTX198/25)

By |2024-08-22T19:48:09-04:00June 22nd, 2024||

The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff hav...

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Surgent’s Individual Income Tax Update (SSTX121/25)

By |2024-08-22T20:55:51-04:00June 22nd, 2024||

This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your ...

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Surgent’s Guide to Calculating S Corporation Shareholder Stock and Loan Basis (SSTX133/25)

By |2024-08-22T23:30:24-04:00June 22nd, 2024||

This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the new IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This ...

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Surgent’s Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (SSTX244/25)

By |2024-08-22T23:27:09-04:00June 22nd, 2024||

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, w...

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Surgent’s Key Partnership and S Corporation Tax Planning Strategies (SSTX125/25)

By |2024-08-22T22:04:24-04:00June 22nd, 2024||

Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course ...

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Surgent’s Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (SSTX222/25)

By |2024-08-23T00:21:12-04:00June 22nd, 2024||

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of check...

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Surgent’s Real Estate Tax Boot Camp (SSTX206/25)

By |2024-08-23T00:20:14-04:00June 22nd, 2024||

This course is a `deep dive' into all things real estate tax-related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acqui...

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Surgent’s S Corporation, Partnership, and LLC Tax Update (SSTX114/25)

By |2024-08-23T00:36:10-04:00June 22nd, 2024||

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-plannin...

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Surgent’s Form 1040 Return Review Boot Camp for New and Experienced Reviewers (SSTX138/25)

By |2024-08-22T23:28:26-04:00June 22nd, 2024||

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of check...

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Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (SSTX240/25)

By |2024-09-12T09:10:11-04:00June 22nd, 2024||

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 ...

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Surgent’s A Complete Guide to Offers in Compromise (SSTX193/25)

By |2024-08-22T23:29:05-04:00June 22nd, 2024||

This course is designed to assist practitioners in preparing Offers in Compromise (OIC). After this course, you should have an understanding of how proper planning can make a significant difference in the amount eventually paid to the IRS and the res...

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Surgent’s Max the Tax: Common Deductions (SSTX181/25)

By |2024-08-22T23:55:24-04:00June 22nd, 2024||

During this interactive simulation, you will interview a sophisticated client who is knowledgeable about the latest changes in tax laws. This client always comes prepared with ideas of what deductions he may take, and it is your job to determine whet...

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