Surgent’s Advanced Individual Income Tax Return Issues (SSTX438/22)

By |2022-01-16T11:15:18-05:00June 30th, 2022||

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...

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Surgent’s Individual Income Tax School (SSTX365/22)

By |2021-12-07T16:09:04-05:00June 30th, 2022||

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 the Tax Cuts and Jobs Act of 2017. The...

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Surgent’s S Corporation Core Tax Issues From Formation Through Liquidation (SSTX437/22)

By |2022-01-16T11:09:17-05:00June 30th, 2022||

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...

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Surgent’s Reducing Your Business Owner Clients’ Exposure to Social Security and Self-Employment Taxes (SSTX359/22)

By |2021-12-07T16:29:03-05:00June 30th, 2022||

Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income...

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Surgent’s The Essential Multistate Tax Update (SSTX403/22)

By |2022-01-16T10:43:16-05:00June 30th, 2022||

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...

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Surgent’s Mastering Basis Issues for S Corporations, Partnerships, and LLCs (SSTX335/22)

By |2021-12-07T16:04:03-05:00June 30th, 2022||

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is de...

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Surgent’s Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (SSTX401/22)

By |2022-01-16T11:46:06-05:00June 30th, 2022||

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 ...

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Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (SSTX441/22)

By |2022-01-16T09:50:18-05:00June 30th, 2022||

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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The Best Federal Tax Update Course by Surgent (SSTX314/22)

By |2021-12-07T15:10:03-05:00June 30th, 2022||

We now have the benefit of the completion of the first full tax season since the issuance of tax reform legislation. In this course, tax advisors will be fully updated on the most important aspects of tax reform as well as major trends on the horizon...

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Surgent’s Individual and Financial-Planning Tax Camp (SSTX342/22)

By |2021-12-07T16:20:03-05:00June 30th, 2022||

Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to cons...

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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SSTX312/22)

By |2021-12-07T15:09:02-05:00June 30th, 2022||

This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innova...

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Surgent’s Individual Tax Planning Ideas (SSTX347/22)

By |2021-12-07T15:23:03-05:00June 30th, 2022||

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 Social Security and Medicare: Planning for You and Your Clients (SSTX370/22)

By |2021-12-07T15:53:02-05:00June 30th, 2022||

Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Se...

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