Surgent’s Self Study Package (SP-0002/22)
Surgent's Unlimited Self-Study PackageSurgent's Unlimited Self-Study Package includes every PDF…...
Connection & Advocacy
Surgent Critical Tax Season Updates: Section 174 Capitalization of Research and Experimentation Costs (SU-1792/23)
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Calendar of Events
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6 events,
Surgent’s Unlimited Webinar Package (SP-0005/23)
Surgent’s Unlimited Webinar Package (SP-0005/23)
Surgent's Unlimited Webinar PackageSurgent's Unlimited Webinar Package get unlimited access…...
The Best Individual Income Tax Update Course by Surgent (SU1639/22)
The Best Individual Income Tax Update Course by Surgent (SU1639/22)
This highly informative course comprehensively covers all the latest tax…...
Surgent’s Assessing the Risk of Fraud In a Financial Statement Audit (SU1637/22)
Surgent’s Assessing the Risk of Fraud In a Financial Statement Audit (SU1637/22)
The Association of Certified Fraud Examiners says that there is…...
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Surgent’s Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (SU1641/22)
Surgent’s Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (SU1641/22)
Professional standards are changing with the times and the desire…...
5 events,
Surgent’s Individual and Financial-Planning Tax Camp (SU1643/22)
Surgent’s Individual and Financial-Planning Tax Camp (SU1643/22)
Each year brings its own set of tax planning challenges,…...
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Surgent’s Successfully Completing an Income Tax Return for a Trust or Estate — Form 1041 (SU1642/22)
Surgent’s Successfully Completing an Income Tax Return for a Trust or Estate — Form 1041 (SU1642/22)
Some of your clients have estate plans that provide for…...
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Surgent’s The Essential Multistate Tax Update (SU1644/22)
Surgent’s The Essential Multistate Tax Update (SU1644/22)
With the largest overhaul of the federal income tax code…...
5 events,
Surgent’s Annual Accounting and Auditing Update (SU1645/22)
Surgent’s Annual Accounting and Auditing Update (SU1645/22)
Designed for accounting and attestation practitioners at all levels in…...
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Surgent’s Introduction to SECURE 2.0 Act of 2022 (SU1871/22)
Surgent’s Introduction to SECURE 2.0 Act of 2022 (SU1871/22)
This course provides a comprehensive analysis of the SECURE 2.0…...
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Surgent’s Getting Ready for Busy Season: Review Individual Tax Form Changes (SU1646/22)
Surgent’s Getting Ready for Busy Season: Review Individual Tax Form Changes (SU1646/22)
Getting ready for busy season involves not only knowing the…...
7 events,
Surgent’s Form 1040 Return Review Boot Camp for New and Experienced Reviewers (SU1650/22)
Surgent’s Form 1040 Return Review Boot Camp for New and Experienced Reviewers (SU1650/22)
Most review techniques developed by professionals are self-taught and fine-tuned…...
Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (SU1649/22)
Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (SU1649/22)
Specifically designed for preparation, compilation, and review practitioners, this course…...
The Best Federal Tax Update Course by Surgent (SU1647/22)
The Best Federal Tax Update Course by Surgent (SU1647/22)
In this continually revised course, tax advisors will be fully…...
4 events,
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU1651/22)
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU1651/22)
This course is designed as a comprehensive guide to the…...
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Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (SU1652/22)
Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (SU1652/22)
Getting ready for busy season involves not only knowing what's…...
5 events,
Surgent’s Self Study Package (SP-0002/22)
Surgent’s Unlimited Webinar Package (SP-0005/23)
The Best Individual Income Tax Update Course by Surgent (SU1653/22)
The Best Individual Income Tax Update Course by Surgent (SU1653/22)
This highly informative course comprehensively covers all the latest tax…...
Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals (SU1655/22)
Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals (SU1655/22)
The objective of this course is to train new staff…...
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Surgent’s Successfully Completing a Gift Tax Return — Form 709 (SU1654/22)
Surgent’s Successfully Completing a Gift Tax Return — Form 709 (SU1654/22)
Since the early 2000s, the estate tax burden on taxpayers…...
6 events,
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Surgent’s Basics of the Valuation of a Closely Held Business (SU1657/22)
Surgent’s Basics of the Valuation of a Closely Held Business (SU1657/22)
An understanding of the basics of business valuation is an…...
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Surgent’s Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (SU1656/22)
Surgent’s Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (SU1656/22)
Consumers and businesses file for bankruptcy to seek protection from…...
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Surgent’s Guide to Calculating S Corporation Shareholder Stock and Loan Basis (SU1658/22)
Surgent’s Guide to Calculating S Corporation Shareholder Stock and Loan Basis (SU1658/22)
This program discusses, in a practical way, how an S…...
6 events,
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SU1660/22)
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SU1660/22)
This year practitioners need to keep abreast of tax changes…...
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Surgent’s Introduction to SECURE 2.0 Act of 2022 (SU1872/22)
Surgent’s Introduction to SECURE 2.0 Act of 2022 (SU1872/22)
This course provides a comprehensive analysis of the SECURE 2.0…...
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Surgent’s Introduction to Forensic Accounting (SU1661/22)
Surgent’s Introduction to Forensic Accounting (SU1661/22)
Forensic accounting encompasses fraud investigation and prevention, as well as…...
7 events,
Surgent’s Financial Reporting Update for Tax Practitioners (SU1662/22)
Surgent’s Financial Reporting Update for Tax Practitioners (SU1662/22)
Designed for all tax practitioners, including those who just prepare…...
The Best Federal Tax Update Course by Surgent (SU1663/22)
The Best Federal Tax Update Course by Surgent (SU1663/22)
In this continually revised course, tax advisors will be fully…...
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Surgent’s Successfully Completing an Estate Tax Return — Form 706 (SU1664/22)
Surgent’s Successfully Completing an Estate Tax Return — Form 706 (SU1664/22)
Since the early 2000s, the estate tax burden on taxpayers…...
4 events,
The Best Federal Tax Update Course by Surgent (SU1667/22)
The Best Federal Tax Update Course by Surgent (SU1667/22)
In this continually revised course, tax advisors will be fully…...
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Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (SU1668/22)
Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (SU1668/22)
While the effective date of Topic 606 has passed for…...
4 events,
Surgent’s Self Study Package (SP-0002/22)
Surgent’s Unlimited Webinar Package (SP-0005/23)
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Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (SU1751/22)
Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (SU1751/22)
Companies often offer stock options as an additional form of…...
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Surgent’s Basics of Employment Law for Non-HR Professionals (SU1669/22)
Surgent’s Basics of Employment Law for Non-HR Professionals (SU1669/22)
Understanding the impact of employment laws when working with employees…...
8 events,
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Surgent’s Achieving High Levels of Compliance and Customer Service in Your Organization (SU1752/22)
Surgent’s Achieving High Levels of Compliance and Customer Service in Your Organization (SU1752/22)
Probably one of the greatest conflicts in an organization is…...
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Surgent’s Getting Ready for Busy Season: Review Individual Tax Form Changes (SU1672/22)
Surgent’s Getting Ready for Busy Season: Review Individual Tax Form Changes (SU1672/22)
Getting ready for busy season involves not only knowing the…...
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Surgent’s Preparing K2&K3 for 2022 Tax Yr: Updates for Reporting Foreign Related Taxes for Partnerships & S Corps. (SU-2152/22)
Surgent’s Preparing K2&K3 for 2022 Tax Yr: Updates for Reporting Foreign Related Taxes for Partnerships & S Corps. (SU-2152/22)
Many partnerships and S corporations are now required to complete…...
6 events,
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Surgent’s Individual Charitable Planning: Philanthropy for Income Tax Return Reporting (SU-2146/22)
Surgent’s Individual Charitable Planning: Philanthropy for Income Tax Return Reporting (SU-2146/22)
Many individuals make contributions to religious, educational, scientific, literary, or…...
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Surgent’s Working Remotely: Best Practices, Challenges, and Opportunities (SU1753/22)
Surgent’s Working Remotely: Best Practices, Challenges, and Opportunities (SU1753/22)
Working from home presents both benefits and challenges for professionals.…...
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Surgent’s Going Concern Accounting and Reporting Considerations in the COVID-19 Environment (SU1673/22)
Surgent’s Going Concern Accounting and Reporting Considerations in the COVID-19 Environment (SU1673/22)
One of the unfortunate outcomes of the COVID-19 pandemic is…...
5 events,
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Surgent’s Getting Ready for Busy Season: Review Individual Tax Form Changes (SU1676/22)
Surgent’s Getting Ready for Busy Season: Review Individual Tax Form Changes (SU1676/22)
Getting ready for busy season involves not only knowing the…...
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Surgent’s Successfully Completing an Income Tax Return for a Trust or Estate — Form 1041 (SU1675/22)
Surgent’s Successfully Completing an Income Tax Return for a Trust or Estate — Form 1041 (SU1675/22)
Some of your clients have estate plans that provide for…...
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Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SU1674/22)
Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SU1674/22)
Data security is a front-of-mind topic for most businesses because…...
5 events,
The Best Federal Tax Update Course by Surgent (SU1677/22)
The Best Federal Tax Update Course by Surgent (SU1677/22)
In this continually revised course, tax advisors will be fully…...
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Surgent’s Examining ASC 842, Leases: More Than Meets the Eye (SU1678/22)
Surgent’s Examining ASC 842, Leases: More Than Meets the Eye (SU1678/22)
Implementing ASU No. 2016-02, Leases (Topic 842) is sure to…...
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Surgent’s Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (SU1754/22)
Surgent’s Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (SU1754/22)
Consumers and businesses file for bankruptcy to seek protection from…...
2 events,
Surgent’s Self Study Package (SP-0002/22)
Surgent’s Unlimited Webinar Package (SP-0005/23)
5 events,
Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (SU1679/22)
Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (SU1679/22)
Specifically designed for preparation, compilation, and review practitioners, this course…...
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Surgent’s Understanding Non-Compete Agreements (SU1755/22)
Surgent’s Understanding Non-Compete Agreements (SU1755/22)
More and more employers rely on non-compete agreements to protect…...
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Surgent’s Excel Budgeting Ideas (SU1680/22)
Surgent’s Excel Budgeting Ideas (SU1680/22)
Budget methods are the key to allowing department managers to…...
3 events,
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Surgent’s Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (SU1681/22)
Surgent’s Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (SU1681/22)
For those entities who formerly recognized revenue under the guidance…...
5 events,
Surgent’s Annual Accounting and Auditing Update (SU1682/22)
Surgent’s Annual Accounting and Auditing Update (SU1682/22)
Designed for accounting and attestation practitioners at all levels in…...
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Surgent’s Establishing State Residency and Saving Your Clients Money (SU1683/22)
Surgent’s Establishing State Residency and Saving Your Clients Money (SU1683/22)
Many of our clients are moving to one of the…...
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Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (SU1684/22)
Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (SU1684/22)
Getting ready for busy season involves not only knowing what's…...
5 events,
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Surgent’s Ethical Considerations for the CPA (SU1756/22)
Surgent’s Ethical Considerations for the CPA (SU1756/22)
CPAs today face greater challenges than ever to maintain the…...
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Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SU1685/22)
Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SU1685/22)
Accounting and financial reporting for construction contractors may be the…...
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Surgent’s Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (SU1757/22)
Surgent’s Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (SU1757/22)
Working as a financial professional is an accomplishment that offers…...
6 events,
Surgent’s Self Study Package (SP-0002/22)
Surgent’s Unlimited Webinar Package (SP-0005/23)
-
Surgent’s Introduction to Forensic Accounting (SU1758/22)
Surgent’s Introduction to Forensic Accounting (SU1758/22)
Forensic accounting encompasses fraud investigation and prevention, as well as…...
-
Surgent Critical Tax Season Updates: Section 174 Capitalization of Research and Experimentation Costs (SU-1790/23)
Surgent Critical Tax Season Updates: Section 174 Capitalization of Research and Experimentation Costs (SU-1790/23)
Among the massive tax changes in the TCJA bill was…...
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Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (SU1686/22)
Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (SU1686/22)
While the effective date of Topic 606 has passed for…...
6 events,
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Surgent’s Technology and Ethics: Applying CPAs’ Ethical Standards to Our Changing Technology Environment (SU1761/22)
Surgent’s Technology and Ethics: Applying CPAs’ Ethical Standards to Our Changing Technology Environment (SU1761/22)
While CPAs' commitment to ethics hasn't changed, the environment in…...
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Surgent’s Preparing K2&K3 for 2022 Tax Yr: Updates for Reporting Foreign Related Taxes for Partnerships & S Corps. (SU2153/22)
Surgent’s Preparing K2&K3 for 2022 Tax Yr: Updates for Reporting Foreign Related Taxes for Partnerships & S Corps. (SU2153/22)
Many partnerships and S corporations are now required to complete…...
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Surgent’s Controllership Skills Update – Budgeting, Forecasting, and Big Data (SU1760/22)
Surgent’s Controllership Skills Update – Budgeting, Forecasting, and Big Data (SU1760/22)
Budgets are the vehicle for allocating resources, measuring activities, and…...
5 events,
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Surgent’s Performing an Effective Audit Risk Assessment (SU1764/22)
Surgent’s Performing an Effective Audit Risk Assessment (SU1764/22)
Recent feedback from peer reviewers and regulators has emphasized the…...
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Surgent’s Applying ASC 820: The Basics of Fair Value Accounting (SU1763/22)
Surgent’s Applying ASC 820: The Basics of Fair Value Accounting (SU1763/22)
While once thought just to apply to banking and financial…...
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Surgent’s Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (SU1765/22)
Surgent’s Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (SU1765/22)
Starting and owning a small business has often been referred…...
4 events,
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Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SU1766/22)
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SU1766/22)
In today's rapidly changing world, finance professionals are required to…...
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Surgent’s Performing Single Audits Under the Uniform Guidance for Federal Awards (SU1767/22)
Surgent’s Performing Single Audits Under the Uniform Guidance for Federal Awards (SU1767/22)
Applying one set of auditing standards is tough. Applying three…...
5 events,
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Surgent’s Ethical Considerations for the CPA (SU1768/22)
Surgent’s Ethical Considerations for the CPA (SU1768/22)
CPAs today face greater challenges than ever to maintain the…...
-
Surgent’s Excel Budgeting Ideas (SU1769/22)
Surgent’s Excel Budgeting Ideas (SU1769/22)
Budget methods are the key to allowing department managers to…...
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Surgent’s Excel Shortcuts for Accountants (SU1770/22)
Surgent’s Excel Shortcuts for Accountants (SU1770/22)
This webinar presents a variety of time-saving ideas, shortcuts, and…...