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’s Excel Shortcuts for Accountants (SU1356/23)
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19 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…...
Surgent’s Max the Tax: Crypto Craze (WS0007/23)
Surgent’s Max the Tax: Crypto Craze (WS0007/23)
Participants must use their expertise to assist a new client…...
Surgent’s Surging Auditors: Wally’s Warehouse (WS0010/23)
Surgent’s Surging Auditors: Wally’s Warehouse (WS0010/23)
During this interactive game, participants take the role of an…...
Surgent’s Max the Tax: Schedule E (WS0006/23)
Surgent’s Max the Tax: Schedule E (WS0006/23)
You just received an email from Roni, a prospective new…...
Surgent’s Max the Tax: Metaverse (WS0009/23)
Surgent’s Max the Tax: Metaverse (WS0009/23)
Your client, Multi-Mega Markets Corporation (MMM), a global conglomerate with…...
Surgent’s Max the Tax: Schedule C (WS0005/23)
Surgent’s Max the Tax: Schedule C (WS0005/23)
In this scavenger hunt game, you're a tax associate at…...
Surgent’s Max the Tax: Common Deductions (WS0004/23)
Surgent’s Max the Tax: Common Deductions (WS0004/23)
During this interactive simulation, you will interview a sophisticated client…...
Surgent’s Surging Auditors: Searching for Unrecorded Liabilities (WS0015/23)
Surgent’s Surging Auditors: Searching for Unrecorded Liabilities (WS0015/23)
The manager for Home D‚cor and More (HDM) requests that…...
Surgent’s Max the Tax: Common 1040 Items (WS0003/23)
Surgent’s Max the Tax: Common 1040 Items (WS0003/23)
During this interactive simulation, you will act as an IRS…...
Surgent’s Surging Auditors: Revenue Rush (WS0014/23)
Surgent’s Surging Auditors: Revenue Rush (WS0014/23)
Stepping into the shoes of an outside technical consultant, each…...
Surgent’s Business Development: Time Management (WS0002/23)
Surgent’s Business Development: Time Management (WS0002/23)
Participants have nine hours before tonight's birthday party, and as…...
Surgent’s Surging Auditors: Internal Out of Control (WS0013/23)
Surgent’s Surging Auditors: Internal Out of Control (WS0013/23)
In this hands-on game, participants are helping to prepare an…...
Surgent’s Business Development: Referral Rally (WS0001/23)
Surgent’s Business Development: Referral Rally (WS0001/23)
Participants play the role of a consultant brought into an…...
Surgent’s Surging Auditors: Daily Dilemmas (WS0012/23)
Surgent’s Surging Auditors: Daily Dilemmas (WS0012/23)
Ethics are the hallmark of our profession, and we must…...
Surgent’s Max the Tax: Section 754 (WS0008/23)
Surgent’s Max the Tax: Section 754 (WS0008/23)
Two firms need expert help with Section 754, and game…...
Surgent’s Surging Auditors: Professional Skeptic (WS0011/23)
Surgent’s Surging Auditors: Professional Skeptic (WS0011/23)
Participants play the role of an auditor collecting information, making…...
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Surgent’s Financial Reporting Update for Tax Practitioners (SU1810/22)
Surgent’s Financial Reporting Update for Tax Practitioners (SU1810/22)
Designed for all tax practitioners, including those who just prepare…...
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Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SU1811/22)
Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SU1811/22)
Data security is a front-of-mind topic for most businesses because…...
20 events,
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Surgent’s Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (SU1812/22)
Surgent’s Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (SU1812/22)
It's been said that you cannot fit a square peg…...
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Surgent’s Basic Estate Administration for CPAs and FAs (SU1813/22)
Surgent’s Basic Estate Administration for CPAs and FAs (SU1813/22)
Some CPAs & FAs might focus on estate administration; however,…...
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Surgent’s Public Speaking and Presentation Skills (SU1814/22)
Surgent’s Public Speaking and Presentation Skills (SU1814/22)
Gerald Ford once said that "othing in life is more…...
19 events,
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Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SU1815/22)
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SU1815/22)
In today's rapidly changing world, finance professionals are required to…...
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Surgent’s Marijuana: A Generalized Business Viewpoint (SU0001/23)
Surgent’s Marijuana: A Generalized Business Viewpoint (SU0001/23)
Each year, more states legalize cannabis (i.e., marijuana) for medical…...
19 events,
-
Surgent’s Guide and Update to Compilations, Reviews, and Preparations (SU1816/22)
Surgent’s Guide and Update to Compilations, Reviews, and Preparations (SU1816/22)
Specifically designed for preparation, compilation, and review practitioners, this course…...
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Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SU1817/22)
Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SU1817/22)
2020 taught us that major risks can come at us…...
19 events,
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Surgent’s Project Management: Tips, Tricks, and Traps (SU1819/22)
Surgent’s Project Management: Tips, Tricks, and Traps (SU1819/22)
This past year has shown us the need for numerous…...
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Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SU1818/22)
Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SU1818/22)
Data security is a front-of-mind topic for most businesses because…...
17 events,
17 events,
20 events,
Surgent’s Self Study Package (SP-0002/22)
Surgent’s Unlimited Webinar Package (SP-0005/23)
Surgent’s Max the Tax: Crypto Craze (WS0007/23)
Surgent’s Surging Auditors: Wally’s Warehouse (WS0010/23)
Surgent’s Max the Tax: Schedule E (WS0006/23)
Surgent’s Max the Tax: Metaverse (WS0009/23)
Surgent’s Max the Tax: Schedule C (WS0005/23)
Surgent’s Max the Tax: Common Deductions (WS0004/23)
Surgent’s Surging Auditors: Searching for Unrecorded Liabilities (WS0015/23)
Surgent’s Max the Tax: Common 1040 Items (WS0003/23)
Surgent’s Surging Auditors: Revenue Rush (WS0014/23)
Surgent’s Business Development: Time Management (WS0002/23)
Surgent’s Surging Auditors: Internal Out of Control (WS0013/23)
Surgent’s Business Development: Referral Rally (WS0001/23)
Surgent’s Surging Auditors: Daily Dilemmas (WS0012/23)
Surgent’s Max the Tax: Section 754 (WS0008/23)
Surgent’s Surging Auditors: Professional Skeptic (WS0011/23)
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Surgent’s A Complete Guide to the Yellow Book (SU1820/22)
Surgent’s A Complete Guide to the Yellow Book (SU1820/22)
If you work with governments and not-for-profits, a thorough understanding…...
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Surgent’s Understanding How the IRS Rewards Whistleblowers (SU1822/22)
Surgent’s Understanding How the IRS Rewards Whistleblowers (SU1822/22)
In 2006, Congress passed the Tax Relief and Health Care…...
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Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SU1821/22)
Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SU1821/22)
Planning may be one of the most important assignments of…...
19 events,
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Surgent’s Ethical Considerations for the CPA (SU1823/22)
Surgent’s Ethical Considerations for the CPA (SU1823/22)
CPAs today face greater challenges than ever to maintain the…...
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Surgent’s Key Current Financial and Economic Issues Facing the Financial Executive (SU1824/22)
Surgent’s Key Current Financial and Economic Issues Facing the Financial Executive (SU1824/22)
The course explores the challenges of the current economic trends…...
19 events,
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Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SU0002/23)
Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SU0002/23)
Clients often ask their tax advisors whether they have the…...
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Surgent’s Managing Millennials (SU1825/22)
Surgent’s Managing Millennials (SU1825/22)
By 2025, millennials will represent 75% of the workforce. Whether…...
20 events,
-
Surgent’s Introduction to SECURE 2.0 Act of 2022 (SU1874/22)
Surgent’s Introduction to SECURE 2.0 Act of 2022 (SU1874/22)
This course provides a comprehensive analysis of the SECURE 2.0…...
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Surgent’s What Tax Practitioners Need to Know About Medicare (SU0003/23)
Surgent’s What Tax Practitioners Need to Know About Medicare (SU0003/23)
When the first cohort of Baby Boomers turned age 65…...
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Surgent’s Excel Budgeting Ideas (SU1826/22)
Surgent’s Excel Budgeting Ideas (SU1826/22)
Budget methods are the key to allowing department managers to…...
17 events,
17 events,
17 events,
19 events,
Surgent’s Self Study Package (SP-0002/22)
Surgent’s Unlimited Webinar Package (SP-0005/23)
Surgent’s Max the Tax: Crypto Craze (WS0007/23)
Surgent’s Surging Auditors: Wally’s Warehouse (WS0010/23)
Surgent’s Max the Tax: Schedule E (WS0006/23)
Surgent’s Max the Tax: Metaverse (WS0009/23)
Surgent’s Max the Tax: Schedule C (WS0005/23)
Surgent’s Max the Tax: Common Deductions (WS0004/23)
Surgent’s Surging Auditors: Searching for Unrecorded Liabilities (WS0015/23)
Surgent’s Max the Tax: Common 1040 Items (WS0003/23)
Surgent’s Surging Auditors: Revenue Rush (WS0014/23)
Surgent’s Business Development: Time Management (WS0002/23)
Surgent’s Surging Auditors: Internal Out of Control (WS0013/23)
Surgent’s Business Development: Referral Rally (WS0001/23)
Surgent’s Surging Auditors: Daily Dilemmas (WS0012/23)
Surgent’s Max the Tax: Section 754 (WS0008/23)
Surgent’s Surging Auditors: Professional Skeptic (WS0011/23)
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Surgent’s Applying ASC 820: The Basics of Fair Value Accounting (SU1828/22)
Surgent’s Applying ASC 820: The Basics of Fair Value Accounting (SU1828/22)
While once thought just to apply to banking and financial…...
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Surgent’s Predicting Future Financial Issues Facing the Financial Executive (SU1827/22)
Surgent’s Predicting Future Financial Issues Facing the Financial Executive (SU1827/22)
Our financial and economic series is designed to take key…...
22 events,
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Surgent’s Ethical Considerations for the CPA (SU1829/22)
Surgent’s Ethical Considerations for the CPA (SU1829/22)
CPAs today face greater challenges than ever to maintain the…...
-
Surgent’s Ins and Outs of Health Savings Accounts (SU1832/22)
Surgent’s Ins and Outs of Health Savings Accounts (SU1832/22)
Health savings accounts (HSAs) are an effective way for employers…...
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Surgent’s Use the Data Model to Build More Powerful PivotTables (SU1830/22)
Surgent’s Use the Data Model to Build More Powerful PivotTables (SU1830/22)
Do you love PivotTables? Of course, we all do! Traditional…...
21 events,
-
Surgent’s Mastering the Basics of Inventory Accounting (SU1836/22)
Surgent’s Mastering the Basics of Inventory Accounting (SU1836/22)
While many entities maintain inventory, they are often challenged when…...
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Surgent’s Preparing Not-for-Profit Financial Statements (SU1835/22)
Surgent’s Preparing Not-for-Profit Financial Statements (SU1835/22)
In order to prepare accurate and effective not-for-profit financial statements,…...
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Surgent’s Artificial Intelligence for Accounting and Finance Professionals (SU1834/22)
Surgent’s Artificial Intelligence for Accounting and Finance Professionals (SU1834/22)
Accounting and finance professionals have used different forms of automation…...
18 events,
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Surgent’s Opportunities in the Metaverse for Accounting and Other Professionals (SU1838/22)
Surgent’s Opportunities in the Metaverse for Accounting and Other Professionals (SU1838/22)
It is no secret that accounting firms, like many other…...
21 events,
-
Surgent’s Industry Accountant Toolkit (SU1840/22)
Surgent’s Industry Accountant Toolkit (SU1840/22)
This course will explore some of the most essential tools…...
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Surgent’s Establishing State Residency and Saving Your Clients Money (SU1839/22)
Surgent’s Establishing State Residency and Saving Your Clients Money (SU1839/22)
Many of our clients are moving to one of the…...
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Surgent’s Marijuana: A Generalized Business Viewpoint (SU1842/22)
Surgent’s Marijuana: A Generalized Business Viewpoint (SU1842/22)
Each year, more states legalize cannabis (i.e., marijuana) for medical…...
17 events,
17 events,
22 events,
Surgent’s Self Study Package (SP-0002/22)
Surgent’s Unlimited Webinar Package (SP-0005/23)
Surgent’s Max the Tax: Crypto Craze (WS0007/23)
Surgent’s Surging Auditors: Wally’s Warehouse (WS0010/23)
Surgent’s Max the Tax: Schedule E (WS0006/23)
Surgent’s Max the Tax: Metaverse (WS0009/23)
Surgent’s Max the Tax: Schedule C (WS0005/23)
Surgent’s Max the Tax: Common Deductions (WS0004/23)
Surgent’s Surging Auditors: Searching for Unrecorded Liabilities (WS0015/23)
Surgent’s Max the Tax: Common 1040 Items (WS0003/23)
Surgent’s Surging Auditors: Revenue Rush (WS0014/23)
Surgent’s Business Development: Time Management (WS0002/23)
Surgent’s Surging Auditors: Internal Out of Control (WS0013/23)
Surgent’s Business Development: Referral Rally (WS0001/23)
Surgent’s Surging Auditors: Daily Dilemmas (WS0012/23)
Surgent’s Max the Tax: Section 754 (WS0008/23)
Surgent’s Surging Auditors: Professional Skeptic (WS0011/23)
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Surgent’s ASC 805 Business Combination Accounting: Not Just for the Big Guys (SU1843/22)
Surgent’s ASC 805 Business Combination Accounting: Not Just for the Big Guys (SU1843/22)
Business combinations, and the related complex accounting issues that often…...
-
Surgent’s The CMA’s Guide to Project Management (SU1847/22)
Surgent’s The CMA’s Guide to Project Management (SU1847/22)
A significant number of projects fail to achieve their initial…...
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Surgent’s Excel: Mastering PivotTables (SU1845/22)
Surgent’s Excel: Mastering PivotTables (SU1845/22)
PivotTable is a fancy term for an Excel report that…...
22 events,
-
Surgent’s Ethical Considerations for the CPA (SU1852/22)
Surgent’s Ethical Considerations for the CPA (SU1852/22)
CPAs today face greater challenges than ever to maintain the…...
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Surgent’s Controllership Skills Update – Budgeting, Forecasting, and Big Data (SU1850/22)
Surgent’s Controllership Skills Update – Budgeting, Forecasting, and Big Data (SU1850/22)
Budgets are the vehicle for allocating resources, measuring activities, and…...
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Surgent’s Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (SU1849/22)
Surgent’s Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (SU1849/22)
Consumers and businesses file for bankruptcy to seek protection from…...
20 events,
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Surgent’s Budgets, Forecasts, and Forward-Looking Cash Flow Projections in a Post-Pandemic Environment (SU1853/22)
Surgent’s Budgets, Forecasts, and Forward-Looking Cash Flow Projections in a Post-Pandemic Environment (SU1853/22)
The COVID-19 pandemic has had many far-reaching implications. In addition…...
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Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SU1854/22)
Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SU1854/22)
Data security is a front-of-mind topic for most businesses because…...
-
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SU1855/22)
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SU1855/22)
In today's rapidly changing world, finance professionals are required to…...
21 events,
-
Surgent’s U.S. Taxation of Foreign Corporations: A Case Study Approach (SU1856/22)
Surgent’s U.S. Taxation of Foreign Corporations: A Case Study Approach (SU1856/22)
This course is a case study designed to provide a…...
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Surgent’s The Art of Delegation: Strategies for Improving Your Skills (SU0004/23)
Surgent’s The Art of Delegation: Strategies for Improving Your Skills (SU0004/23)
One of the most challenging skills for a manager or…...
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Surgent’s Summary and Analysis of the Inflation Reduction Act of 2022 (SU0005/23)
Surgent’s Summary and Analysis of the Inflation Reduction Act of 2022 (SU0005/23)
Throughout much of 2022, it was very doubtful whether any…...
20 events,
-
Surgent’s Excel Budgeting Ideas (SU1859/22)
Surgent’s Excel Budgeting Ideas (SU1859/22)
Budget methods are the key to allowing department managers to…...
-
Surgent’s Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (SU1858/22)
Surgent’s Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (SU1858/22)
According to a 2020 AICPA survey, advisory and consulting services…...
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Surgent’s Excel Shortcuts for Accountants (SU1860/22)
Surgent’s Excel Shortcuts for Accountants (SU1860/22)
This webinar presents a variety of time-saving ideas, shortcuts, and…...
17 events,
17 events,
20 events,
Surgent’s Self Study Package (SP-0002/22)
Surgent’s Unlimited Webinar Package (SP-0005/23)
Surgent’s Max the Tax: Crypto Craze (WS0007/23)
Surgent’s Surging Auditors: Wally’s Warehouse (WS0010/23)
Surgent’s Max the Tax: Schedule E (WS0006/23)
Surgent’s Max the Tax: Metaverse (WS0009/23)
Surgent’s Max the Tax: Schedule C (WS0005/23)
Surgent’s Max the Tax: Common Deductions (WS0004/23)
Surgent’s Surging Auditors: Searching for Unrecorded Liabilities (WS0015/23)
Surgent’s Max the Tax: Common 1040 Items (WS0003/23)
Surgent’s Surging Auditors: Revenue Rush (WS0014/23)
Surgent’s Business Development: Time Management (WS0002/23)
Surgent’s Surging Auditors: Internal Out of Control (WS0013/23)
Surgent’s Business Development: Referral Rally (WS0001/23)
Surgent’s Surging Auditors: Daily Dilemmas (WS0012/23)
Surgent’s Max the Tax: Section 754 (WS0008/23)
Surgent’s Surging Auditors: Professional Skeptic (WS0011/23)
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Surgent’s Perplexing Financial and Economic Issues for the CFO/Controller (SU1862/22)
Surgent’s Perplexing Financial and Economic Issues for the CFO/Controller (SU1862/22)
For CFOs and Controllers, the emergence of regulatory, fiscal, and…...
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Surgent’s Use the Data Model to Build More Powerful PivotTables (SU1861/22)
Surgent’s Use the Data Model to Build More Powerful PivotTables (SU1861/22)
Do you love PivotTables? Of course, we all do! Traditional…...
-
Surgent’s Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (SU0006/23)
Surgent’s Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (SU0006/23)
The IRS believes, perhaps with some justification, that many workers…...
20 events,
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Surgent’s Anatomy of a Ransomware Event and Incident Response (SU1863/22)
Surgent’s Anatomy of a Ransomware Event and Incident Response (SU1863/22)
The past two years have ushered in an explosion of…...
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Surgent’s Monthly Accounting and Auditing Update (SU1864/22)
Surgent’s Monthly Accounting and Auditing Update (SU1864/22)
The one constant in life is change. This is true…...
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Governmental Accounting & Auditing Virtual Conference (ME22-31/22)
Governmental Accounting & Auditing Virtual Conference (ME22-31/22)
THIS IS A TWO DAY CONFERENCE, APRIL 25-26. DAY 2…...
20 events,
-
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SU1866/22)
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SU1866/22)
In today's rapidly changing world, finance professionals are required to…...
-
Surgent’s Ethical Considerations for the CPA (SU1865/22)
Surgent’s Ethical Considerations for the CPA (SU1865/22)
CPAs today face greater challenges than ever to maintain the…...
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Surgent’s Hiring and Firing of Employees – What You Can and Cannot Do (SU0007/23)
Surgent’s Hiring and Firing of Employees – What You Can and Cannot Do (SU0007/23)
There are numerous federal laws that restrict what businesses can…...
21 events,
-
Surgent’s ASC 805 Business Combination Accounting: Not Just for the Big Guys (SU1867/22)
Surgent’s ASC 805 Business Combination Accounting: Not Just for the Big Guys (SU1867/22)
Business combinations, and the related complex accounting issues that often…...
-
Surgent’s Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (SU1869/22)
Surgent’s Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (SU1869/22)
With the AICPA's heightened focus on enhancing audit quality, increased…...
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Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SU1868/22)
Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SU1868/22)
Data security is a front-of-mind topic for most businesses because…...
19 events,
-
Surgent’s Ins and Outs of Health Savings Accounts (SU0009/23)
Surgent’s Ins and Outs of Health Savings Accounts (SU0009/23)
Health savings accounts (HSAs) are an effective way for employers…...
-
Surgent’s The Accountant as the Expert Witness (SU1870/22)
Surgent’s The Accountant as the Expert Witness (SU1870/22)
As litigation becomes more complex, attorneys are relying more on…...
17 events,
17 events,
<