The best way to start the New Year is by getting a head start on your CPE courses. We complied a list of continuing professional education courses that we offer to help get you up-to-date on new issues and refresh your memory on basic accounting skills. Audit Documentation Basics – A1M5 Category: Audit Skills Training […]
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Four CPE Courses to Grow Your Leadership Skills
Your CPE courses aren’t just for keeping your continuing professional education requirements up-to-date, they also can help you grow as a leader and improve your management skills. Here are four self-study webcasts from Surgent that can help nurture your leadership skills and count towards your CPE credits. Coaching Staff to Stay on the Right Track […]
The Secret to Zapping Stress
From urgent deadlines to a busy workload piling up, stress can come on all too easily these days. This doesn’t benefit you or your clients, so here are 6 tips from Forbes about how to beat stress. Speak up Don’t underestimate the power of voicing your opinion. Research conducted at the University of California in San […]
Three Tips to Get the Most Out of CPE for CPAs
As the end of the year approaches, so is the deadline for CPA continuing education credits. Whether you’re using self-study CPE or CPE webinars, here are three ways you can make the most of your online education. Set the mood One of the many benefits of online learning is that you aren’t constrained […]
The Trust Fund Tax — The Scary Tax
Written by Guy Schmitz J.D., LL.M. We can probably agree that there are Code sections that are stupid, too complex, or wondrously ambiguous (leaving us with wiggle room), but there is a combination of Code sections that is truly scary. Taken together, these sections equal the trust fund tax. The Code Combination Under […]
Three Little Words
Written by Guy Schmitz J.D., LL.M. The constant concern of practitioners is a new client who wants to start a new business. The business plan may be a jewel beyond compare, but the client may know nothing about running a business. Practitioners cannot speak to issues such as hiring and firing because such issues […]
T’was the End of the Year and All Through the Firm
T’was the end of the year and all through the firm, Not a staff person was stressing, not even an intern. The staff they were celebrating today without a care, Knowing that next tax season soon would be there. The partners had nestled in to plan the year ahead. While visions of bonuses danced […]
Happy Holidays From Surgent!
At Surgent, we decided we wanted to do something special to show our gratitude this holiday season. To show how much we appreciate our customers and speakers, we have made a donation in their honor to The Children’s Hospital of Philadelphia. The Children’s Hospital of Philadelphia (CHOP) strives to provide children and their families […]
Are You Scared to Talk to Your Clients About Charitable Giving?
By Jack Surgent, CPA There is an embarrassing fact that CPAs don’t like to talk about: many of our wealthy closely-held business owner clients give very little to charity. While you may think that this reflects negatively on the character of the client, don’t jump to that conclusion. The truth is that most of […]