Taxes

Managing Cash Flows and Income Tax for Retirement (LITX11R/24)

By |2023-08-23T00:04:05-04:00August 22nd, 2023||

No amount of planning and careful investment relieves the retired person of two burdens: 1) Cash will be required to live . . . food, occupancy, clothing, transportation, etc., and 2) Some cash will be required to pay federal, state, and local income...

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South Carolina Tax Update (SMTX02/24)

By |2023-07-21T15:54:16-04:00July 17th, 2023||

What changes have the legislature, Department of Revenue and the courts brought to us in South Carolina during 2023 and in prefiling legislation for 2024?

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Thinking About Social Security as an Asset (LITX51/24)

By |2023-05-17T15:25:20-04:00May 16th, 2023||

Social Security claiming mistakes can cost retirees hundreds of thousands of dollars.

Deciding on the best age to take Social Security benefits is a complex decision that depends on various factors, including your financial situation, heal...

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

By |2023-05-03T13:09:19-04:00May 3rd, 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 Employer’s Handbook: Legal, Tax, and Health Care Issues (SSOT716/24)

By |2023-05-03T13:07:09-04:00May 3rd, 2023||

The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. ...

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Surgent’s Employer’s Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (SSOT712/24)

By |2023-05-03T13:03:12-04:00May 3rd, 2023||

The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. ...

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Surgent’s Individual Tax Planning Ideas (SSTX764/24)

By |2023-05-03T12:26:21-04:00May 3rd, 2023||

With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year ...

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Surgent’s Getting Ready for Busy Season: Review Individual Tax Form Changes (SSTX763/24)

By |2023-05-03T12:25:16-04:00May 3rd, 2023||

Getting ready for busy season involves not only knowing the tax rules for 2022, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2022 tax returns. This course provides tax return preparer...

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Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges (SSTX762/24)

By |2023-05-03T12:24:15-04:00May 3rd, 2023||

When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognitio...

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Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges (SSTX761/24)

By |2023-05-03T12:23:11-04:00May 3rd, 2023||

When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognitio...

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Surgent’s 2023 Tax Update (SSTX760/24)

By |2023-07-18T09:15:14-04:00May 3rd, 2023||

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course...

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Surgent’s Summary and Analysis of the Inflation Reduction Act of 2022 (SSTX759/24)

By |2023-05-03T12:21:21-04:00May 3rd, 2023||

Throughout much of 2022, it was very doubtful whether any tax legislation would be enacted. At long last we now have new tax legislation impacting 2023 and later years in the Inflation Reduction Act (IRA). This program will cover the new tax legislat...

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Surgent’s Taking Advantage of Installment Sales (SSTX758/24)

By |2023-05-03T12:20:15-04:00May 3rd, 2023||

When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognit...

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Surgent’s Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (SSTX757/24)

By |2023-05-03T12:19:20-04:00May 3rd, 2023||

This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the Inflation Reduction Act, American Rescue Plan Ac...

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Surgent’s Individual Income Tax Fundamentals (SSTX756/24)

By |2023-07-18T09:54:13-04:00May 3rd, 2023||

This course will take new and administrative staff from the most basic concepts to a full understanding of individual tax return preparation -- just in time for the crunch of busy season! Updated for impacts of recent legislation, including the Infl...

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