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

By |2021-06-26T07:34:16-04:00June 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...

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

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

By |2021-06-26T07:36:18-04:00June 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...

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

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

By |2021-06-26T05:00:17-04:00June 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...

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

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

By |2021-06-26T05:06:16-04:00June 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...

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

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

By |2021-06-26T05:07:16-04:00June 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...

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

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

By |2021-06-26T05:10:16-04:00June 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...

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

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

By |2021-06-26T06:53:15-04:00June 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 ...

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

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

By |2021-06-26T07:02:16-04:00June 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...

Comments Off on Surgent’s Social Security and Medicare: Planning for You and Your Clients (SSTX370/22)

Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (SSTX336/22)

By |2021-06-26T08:11:16-04:00June 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...

Comments Off on Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (SSTX336/22)

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SSTX311/22)

By |2021-06-26T08:12:15-04:00June 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...

Comments Off on The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SSTX311/22)

Surgent’s Fiduciary Income Tax Returns — Form 1041 Workshop with Filled-in Forms (SSTX302/22)

By |2021-06-26T08:14:16-04:00June 30th, 2022||

This course is designed for participants to understand the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an intro...

Comments Off on Surgent’s Fiduciary Income Tax Returns — Form 1041 Workshop with Filled-in Forms (SSTX302/22)

Surgent’s Buying and Selling a Business: Critical Tax and Structuring Issues (SSTX363/22)

By |2021-06-26T08:15:04-04:00June 30th, 2022||

One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a ...

Comments Off on Surgent’s Buying and Selling a Business: Critical Tax and Structuring Issues (SSTX363/22)

Surgent’s The Complete Guide to Liquidation of Business Entities (SSTX322/22)

By |2021-06-26T07:39:18-04:00June 30th, 2022||

Liquidations may be used as an alternative to the sale of a business or as an adjunct to the sale of business assets. The objective of this course is to fully explore the technical tax and business issues in liquidating C corporations, S corporations...

Comments Off on Surgent’s The Complete Guide to Liquidation of Business Entities (SSTX322/22)

Surgent’s Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (SSTX326/22)

By |2021-06-26T07:42:17-04:00June 30th, 2022||

This program discusses, in a practical way, how an S corporation shareholder calculates his or her stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled...

Comments Off on Surgent’s Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (SSTX326/22)
Go to Top