Surgent’s Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (SSTX541/23)

By |2022-06-10T00:11:20-04:00June 30th, 2023||

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 ...

Comments Off on Surgent’s Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (SSTX541/23)

Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (SSTX506/23)

By |2022-06-10T00:22:38-04:00June 30th, 2023||

The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as...

Comments Off on Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (SSTX506/23)

The Best Individual Income Tax Update Course by Surgent (SSTX521/23)

By |2022-06-10T00:21:09-04:00June 30th, 2023||

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will...

Comments Off on The Best Individual Income Tax Update Course by Surgent (SSTX521/23)

Surgent’s Loss Limitations – A Mechanical Review (SSTX560/23)

By |2022-06-10T00:17:49-04:00June 30th, 2023||

Owners of S corporations and partnerships are subject to various limitations on pass-through losses, each with unique rules, applications, and complexities. As many businesses are reporting losses as a result of COVID-19, it is essential for tax prac...

Comments Off on Surgent’s Loss Limitations – A Mechanical Review (SSTX560/23)

Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges (SSTX672/23)

By |2022-06-10T00:21:13-04:00June 30th, 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...

Comments Off on Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges (SSTX672/23)

Surgent’s Guide to Payroll Taxes and 1099 Issues (SSTX544/23)

By |2022-06-10T00:17:51-04:00June 30th, 2023||

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, t...

Comments Off on Surgent’s Guide to Payroll Taxes and 1099 Issues (SSTX544/23)

Surgent’s Social Security and Medicare: Planning for You and Your Clients (SSTX594/23)

By |2022-06-10T00:21:14-04:00June 30th, 2023||

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 (SSTX594/23)

Surgent’s The Complete Trust Workshop (SSTX599/23)

By |2022-06-10T00:17:54-04:00June 30th, 2023||

The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element...

Comments Off on Surgent’s The Complete Trust Workshop (SSTX599/23)

Surgent’s Top Business Tax Planning Strategies (SSTX522/23)

By |2022-06-10T00:17:59-04:00June 30th, 2023||

The American Rescue Plan Act of 2021 (ARPA) is just the last of a series of legislative acts and IRS notices, pronouncements and regulations that provide help in 2021 for businesses caught in the economic downturn that followed the COVID-19 pandemic....

Comments Off on Surgent’s Top Business Tax Planning Strategies (SSTX522/23)

Surgent’s Federal Tax Update (SSTX516/23)

By |2022-06-10T00:18:03-04:00June 30th, 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...

Comments Off on Surgent’s Federal Tax Update (SSTX516/23)
Go to Top