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Get to Know: Jennifer Louis, CPA

Jennifer Louis is a Certified Public Accountant and Director of Audit Product Development for Surgent. She came to Surgent after many years working as an auditor in the accounting industry. Jennifer sat down with Surgent to share her experiences and her role at Surgent. Surgent Accounting (SA): How did you get started in accounting? Jennifer […]

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Tax Implications of the 2014 Election

By Mike Tucker, CPA Everyone is concerned about gridlock in Washington; Nothing seems to get accomplished, including tax legislation. After the recent 2014 election, the Republicans now control the Senate as well as the House, which may mean that the gridlock continues. However, let’s look at the bright side. Newly elected members of Congress are […]

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Critical Competencies for Effective and Efficient Auditors

Successful CPA firms find a way to strike the right balance between performing a high quality audit and making a rate of return on the invested time. If one objective is given too much weight, over-auditing or under-auditing may result.  The following is a list of core competencies that an audit must be willing to […]

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Doing Business in Canada, Eh?

Opportunities for cross-border work between the United States and Canada, the largest trading partner of the U.S., are abundant. With this comes a unique challenge for CPAs, as they must be able to navigate their clients though different regulations required by Canada. Many tax practitioners are currently advising clients who are doing business in Canada […]

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SCOTUS Ruling on Inherited IRAs: What CPAs Need To Know

One of the non-tax advantages of qualified plans is that they are not subject to being claimed by any creditors. If a taxpayer has financial troubles before retirement, they may lose other, individually owned assets, but qualified individual retirement accounts (IRA) cannot be touched. However, once the money has been distributed from the plan, they […]

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Four Reasons Self-Study Works For You

Surgent offers many different kinds of continuing professional education for those in the accounting industry. Webinars, while interactive, require you to set aside a block of time to participate. If you’d rather do it on your own time, consider doing self-study. Here are four ways self-study easily integrates into your busy schedule. Set the pace […]

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Statement on Standards for Accounting and Review Services No. 21 Released

Today, the Accounting and Review Services Committee (ARSC) will release a new and updated Statement on Standards for Accounting and Review Services (SSARS). In 1979, the world of compilation and review services saw a significant change in operation procedures when the Statement on Standards for Accounting and Review Services No. 1 was first released. 35 […]

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