Calendar of Events
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7 events,
Surgent’s Financial Reporting Update for Tax Practitioners Download (SU1595/23)
Surgent’s Financial Reporting Update for Tax Practitioners Download (SU1595/23)
Designed for all tax practitioners, including those who just prepare…...
Surgent’s Financial Reporting Update for Tax Practitioners On-Demand Webcast (SU1594/23)
Surgent’s Financial Reporting Update for Tax Practitioners On-Demand Webcast (SU1594/23)
Designed for all tax practitioners, including those who just prepare…...
Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (SU0542/23)
Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (SU0542/23)
The objective of this course is to train new, rusty,…...
Surgent’s Perplexing Financial and Economic Issues for the CFO/Controller (SU0546/23)
Surgent’s Perplexing Financial and Economic Issues for the CFO/Controller (SU0546/23)
For CFOs and Controllers, the emergence of regulatory, fiscal, and…...
Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SU0545/23)
Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SU0545/23)
Clients often ask their tax advisors whether they have the…...
8 events,
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SU0547/23)
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SU0547/23)
This year practitioners need to keep abreast of tax changes…...
Surgent’s Did I Pick the Right Major? Selecting Major Programs in a Single Audit (SU0548/23)
Surgent’s Did I Pick the Right Major? Selecting Major Programs in a Single Audit (SU0548/23)
Even after we complete our work at an institution, the…...
Surgent’s Excel Lookups: Moving Beyond VLOOKUP Limitations (SU0550/23)
Surgent’s Excel Lookups: Moving Beyond VLOOKUP Limitations (SU0550/23)
How do you pull a value from a cell into…...
10 events,
Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SU0560/23)
Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SU0560/23)
2020 taught us that major risks can come at us…...
Surgent’s Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (SU0556/23)
Surgent’s Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (SU0556/23)
This course is a great foundation to introduce new preparers…...
Surgent’s Choosing the Right Business Entity (SU0559/23)
Surgent’s Choosing the Right Business Entity (SU0559/23)
The business structure a client chooses influences virtually everything: day-to-day…...
9 events,
Surgent’s Understanding and Testing Control and Compliance in a Single Audit (SU0565/23)
Surgent’s Understanding and Testing Control and Compliance in a Single Audit (SU0565/23)
The control and compliance requirements for single audits differ from…...
The Best Individual Income Tax Update Course by Surgent (SU0561/23)
The Best Individual Income Tax Update Course by Surgent (SU0561/23)
This highly informative course comprehensively covers all the latest tax…...
Surgent’s Predicting Future Financial Issues Facing the Financial Executive (SU0563/23)
Surgent’s Predicting Future Financial Issues Facing the Financial Executive (SU0563/23)
Our financial and economic series is designed to take key…...
11 events,
Streamline Tax Staff Training- individual (MIT-4/23)
Streamline Tax Staff Training- individual (MIT-4/23)
Essential knowledge for the new income tax return preparer presented…...
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SU0575/23)
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SU0575/23)
In today's rapidly changing world, finance professionals are required to…...
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0572/23)
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0572/23)
This is indeed another year of significant change in the…...
2 events,
Surgent’s Financial Reporting Update for Tax Practitioners Download (SU1595/23)
Surgent’s Financial Reporting Update for Tax Practitioners On-Demand Webcast (SU1594/23)
9 events,
Surgent’s The Most Critical Challenges in Not-for-Profit Accounting Today (SU0579/23)
Surgent’s The Most Critical Challenges in Not-for-Profit Accounting Today (SU0579/23)
This year, not-for-profit entities are preparing to apply critical new…...
The Best Individual Income Tax Update Course by Surgent (SU0577/23)
The Best Individual Income Tax Update Course by Surgent (SU0577/23)
This highly informative course comprehensively covers all the latest tax…...
Surgent’s Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (SU0576/23)
Surgent’s Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (SU0576/23)
Years of growth in a retirement account can be wiped…...
14 events,
2023 Season Pass (COUPON/23)
Surgent’s Six Common Barriers to Investment Success (SU0586/23)
Surgent’s Six Common Barriers to Investment Success (SU0586/23)
Many of us expect to use logic when it comes…...
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SU0585/23)
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SU0585/23)
Don't just wing it when you can soar! To catch…...
Surgent’s Proven Controls to Steer You Clear of Fraud (SU0587/23)
Surgent’s Proven Controls to Steer You Clear of Fraud (SU0587/23)
Organizations that fall victim to fraud (and that is every…...
11 events,
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them (SU0597/23)
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them (SU0597/23)
George Washington once wrote, "We ought not to look back,…...
Surgent’s Critical Issues Involving Taxation of Construction Contractors (SU0599/23)
Surgent’s Critical Issues Involving Taxation of Construction Contractors (SU0599/23)
Many consider taxation of construction contractors to be the most…...
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU0594/23)
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU0594/23)
This course is designed as a comprehensive guide to the…...
10 events,
Surgent’s Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (SU0608/23)
Surgent’s Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (SU0608/23)
Section 199A is still the hottest tax topic related to…...
Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges (SU0607/23)
Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges (SU0607/23)
When real property is sold for a gain, we always…...
The Best Federal Tax Update Course by Surgent (SU0603/23)
The Best Federal Tax Update Course by Surgent (SU0603/23)
In this continually revised course, tax advisors will be fully…...
5 events,
Surgent’s Individual and Financial-Planning Tax Camp (SU0610/23)
Surgent’s Individual and Financial-Planning Tax Camp (SU0610/23)
Each year brings its own set of tax planning challenges,…...
Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SU0609/23)
Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SU0609/23)
Clients often ask their tax advisors whether they have the…...
10 events,
Surgent’s Financial Reporting Update for Tax Practitioners Download (SU1595/23)
Surgent’s Financial Reporting Update for Tax Practitioners On-Demand Webcast (SU1594/23)
2023 Season Pass (COUPON/23)
Surgent’s Required Minimum Distributions: Compliance and Planning (SU0617/23)
Surgent’s Required Minimum Distributions: Compliance and Planning (SU0617/23)
Required minimum distributions (RMDs) from employer retirement plans and IRAs…...
The Best Individual Income Tax Update Course by Surgent (SU0611/23)
The Best Individual Income Tax Update Course by Surgent (SU0611/23)
This highly informative course comprehensively covers all the latest tax…...
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0615/23)
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0615/23)
This is indeed another year of significant change in the…...
10 events,
Surgent’s Data Analytics for Accountants and Financial Managers (SU0618/23)
Surgent’s Data Analytics for Accountants and Financial Managers (SU0618/23)
Data analytics and mining are the fastest growing disciplines in…...
Surgent’s Lessons Learned from Successful Companies (SU0623/23)
Surgent’s Lessons Learned from Successful Companies (SU0623/23)
Why do some companies fail while others grow and succeed…...
Surgent’s Ethics for Tax Professionals (SU0619/23)
Surgent’s Ethics for Tax Professionals (SU0619/23)
The purpose of this program is to discuss the ethical…...
9 events,
Surgent’s Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (SU0629/23)
Surgent’s Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (SU0629/23)
If you perform Yellow Book audits and/or single audits, it…...
Surgent’s Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (SU0627/23)
Surgent’s Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (SU0627/23)
When a purchaser buys an existing partner's partnership interest or…...
Surgent’s Top 10 Celebrity Estate Mistakes and How to Avoid Them (SU0628/23)
Surgent’s Top 10 Celebrity Estate Mistakes and How to Avoid Them (SU0628/23)
This course uses the lives of the rich and famous…...
12 events,
Compilation and Review Practice Guide (CRP4/23)
Compilation and Review Practice Guide (CRP4/23)
A scaled-down version of our popular 8-hour Compilation and Review…...
Surgent’s The Most Critical Challenges in Not-for-Profit Accounting Today (SU0631/23)
Surgent’s The Most Critical Challenges in Not-for-Profit Accounting Today (SU0631/23)
This year, not-for-profit entities are preparing to apply critical new…...
Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SU0638/23)
Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SU0638/23)
Planning may be one of the most important assignments of…...
8 events,
Surgent’s Examining ASC 842, Leases: More Than Meets the Eye (SU0642/23)
Surgent’s Examining ASC 842, Leases: More Than Meets the Eye (SU0642/23)
Implementing ASU No. 2016-02, Leases (Topic 842) is sure to…...
Surgent’s Preparing Not-for-Profit Financial Statements (SU0640/23)
Surgent’s Preparing Not-for-Profit Financial Statements (SU0640/23)
In order to prepare accurate and effective not-for-profit financial statements,…...
Surgent’s Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes (SU0643/23)
Surgent’s Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes (SU0643/23)
Many business owner clients wish to minimize their Social Security…...
5 events,
The Best Individual Income Tax Update Course by Surgent (SU0644/23)
The Best Individual Income Tax Update Course by Surgent (SU0644/23)
This highly informative course comprehensively covers all the latest tax…...
Surgent’s Choosing the Right Business Entity (SU0645/23)
Surgent’s Choosing the Right Business Entity (SU0645/23)
The business structure a client chooses influences virtually everything: day-to-day…...
15 events,
Surgent’s Financial Reporting Update for Tax Practitioners Download (SU1595/23)
Surgent’s Financial Reporting Update for Tax Practitioners On-Demand Webcast (SU1594/23)
2023 Season Pass (COUPON/23)
Surgent’s Examining ASC 842, Leases: More Than Meets the Eye (SU0653/23)
Surgent’s Examining ASC 842, Leases: More Than Meets the Eye (SU0653/23)
Implementing ASU No. 2016-02, Leases (Topic 842) is sure to…...
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SU0647/23)
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SU0647/23)
This year practitioners need to keep abreast of tax changes…...
Surgent’s Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (SU0646/23)
Surgent’s Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (SU0646/23)
Don't let the title frighten you. Experienced staff can get…...
13 events,
Surgent’s Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (SU0667/23)
Surgent’s Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (SU0667/23)
All organizations are looking for ways to gain an advantage…...
Surgent’s Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (SU0664/23)
Surgent’s Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (SU0664/23)
This course is a great foundation to introduce new preparers…...
Surgent’s Liquidation of Flow-Through Entities for LLCs and Partnerships (SU0663/23)
Surgent’s Liquidation of Flow-Through Entities for LLCs and Partnerships (SU0663/23)
Part of the technical competence of most experienced tax practitioners…...
11 events,
Surgent’s Essential Depreciation and Expensing Update (SU0675/23)
Surgent’s Essential Depreciation and Expensing Update (SU0675/23)
The "permanent" changes within the Tax Cuts and Jobs Act…...
Surgent’s Top Ten Questions from Partnership Clients Regarding the Section 754 Election (SU0674/23)
Surgent’s Top Ten Questions from Partnership Clients Regarding the Section 754 Election (SU0674/23)
This program is an in-depth analysis of the Section 754…...
Surgent’s Audits of 401(k) Plans: New Developments and Critical Issues (SU0668/23)
Surgent’s Audits of 401(k) Plans: New Developments and Critical Issues (SU0668/23)
One of the most favored employee benefit plans, the 401(k)…...
9 events,
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SU0678/23)
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SU0678/23)
Don't just wing it when you can soar! To catch…...
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU0676/23)
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU0676/23)
This course is designed as a comprehensive guide to the…...
The Best Individual Income Tax Update Course by Surgent (SU0677/23)
The Best Individual Income Tax Update Course by Surgent (SU0677/23)
This highly informative course comprehensively covers all the latest tax…...
9 events,
Surgent’s Industry Accountant Toolkit (SU0686/23)
Surgent’s Industry Accountant Toolkit (SU0686/23)
This course will explore some of the most essential tools…...
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0685/23)
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0685/23)
This is indeed another year of significant change in the…...
Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (SU0682/23)
Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (SU0682/23)
The objective of this course is to train new, rusty,…...
10 events,
Surgent’s Financial Reporting Update for Tax Practitioners Download (SU1595/23)
Surgent’s Financial Reporting Update for Tax Practitioners On-Demand Webcast (SU1594/23)
2023 Season Pass (COUPON/23)
Surgent’s Real Estate Taxation: Critical Considerations (SU0693/23)
Surgent’s Real Estate Taxation: Critical Considerations (SU0693/23)
This course is a 'deep dive' into many aspects involving…...
Surgent’s Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (SU0689/23)
Surgent’s Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (SU0689/23)
It's been said that you cannot fit a square peg…...
Surgent’s Advanced Audits of 401(k) Plans: Best Practices and Current Developments (SU0688/23)
Surgent’s Advanced Audits of 401(k) Plans: Best Practices and Current Developments (SU0688/23)
As we saw from the recent United States Department of…...
10 events,
Surgent’s Taxation of Partnership Distributions and Sales of Partnership Interests (SU0701/23)
Surgent’s Taxation of Partnership Distributions and Sales of Partnership Interests (SU0701/23)
This program focuses on two parts of Subchapter K, partnership…...
The Best Individual Income Tax Update Course by Surgent (SU0695/23)
The Best Individual Income Tax Update Course by Surgent (SU0695/23)
This highly informative course comprehensively covers all the latest tax…...
Surgent’s Preparing Not-for-Profit Financial Statements (SU0697/23)
Surgent’s Preparing Not-for-Profit Financial Statements (SU0697/23)
In order to prepare accurate and effective not-for-profit financial statements,…...
8 events,
Surgent’s Top Business Tax Planning Strategies (SU0702/23)
Surgent’s Top Business Tax Planning Strategies (SU0702/23)
The Inflation Reduction Act (IRA) contained certain provisions relating to…...
Surgent’s Found It! Reporting Findings in Yellow Book and Single Audits (SU0704/23)
Surgent’s Found It! Reporting Findings in Yellow Book and Single Audits (SU0704/23)
When auditors detect findings in Yellow Book and single audits,…...
Surgent’s S Corporation Core Tax Issues From Formation Through Liquidation (SU0705/23)
Surgent’s S Corporation Core Tax Issues From Formation Through Liquidation (SU0705/23)
As experienced staff masters the preparation intricacies of an 1120S…...
10 events,
Surgent’s Individual and Financial-Planning Tax Camp (SU0709/23)
Surgent’s Individual and Financial-Planning Tax Camp (SU0709/23)
Each year brings its own set of tax planning challenges,…...
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SU0710/23)
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SU0710/23)
This course gives CPAs the knowledge to help their clients…...
12 events,
Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SU0721/23)
Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SU0721/23)
2020 taught us that major risks can come at us…...
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them (SU0718/23)
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them (SU0718/23)
George Washington once wrote, "We ought not to look back,…...
Surgent’s Technical Business Practice Issues and Tax Forms for Experienced Practitioners (SU0714/23)
Surgent’s Technical Business Practice Issues and Tax Forms for Experienced Practitioners (SU0714/23)
Don't let the title frighten you. It is critical that…...
4 events,
The Best Federal Tax Update Course by Surgent (SU0722/23)
The Best Federal Tax Update Course by Surgent (SU0722/23)
In this continually revised course, tax advisors will be fully…...