WLS04126: S Corporation Taxation: Advanced Issues (SCA4)
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
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WLS03726: Best Practices in Not-for-Profit Accounting and Reporting (BPN4)
Don’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused…
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WLS03626: The Most Critical Challenges in Not-for Profit Accounting Today (CNA4)
Understanding not-for-profit GAAP is one thing—effectively applying it is another. Preparing accurate and reliable financial statements requires more than familiarity; it demands a solid working knowledge of today’s most complex accounting and reporting issues. This course provides clear, practical guidance on key challenges, including core note disclosures, contributions, and the presentation of an operating measure.
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WLS03426: Key Partnership and S Corporation Tax Planning Strategies (BTS4)
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.
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WLS03326: This Year’s Top Tax & Financial-Planning Ideas
With tax rates for individuals, estates, and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking…
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WLS03026: Securing a Comfortable Retirement
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
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WLS02926: Maximizing Your Social Security Benefits
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate-planning objectives. This course provides tax and financial-planning professionals with both the background information on the Social Security system and the strategies clients will…
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WLS02826: Critical Issues That CPAs in Industry Will Need to Face This Year
In this session we will tackle pressing issues at a “need to know” level and then discuss the practical implications. You will come away armed with the “big picture.” Preparedness is half the battle, so do not miss this critical briefing.
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WLS02526: Simply Auditing Not-For-Profits Efficiently (SAN4)
Auditing not-for-profits isn’t the same as auditing for-profits, so why treat them alike? This course gives you the tools to recognize what makes not-for-profits unique and shows you how to incorporate those differences into your audit approach. With practical insights and 20 focused exercises, you’ll learn how to plan and perform not-for-profit audits more effectively,…
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WLS02326: Surgent’s Individual Income Tax Update
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and thecorresponding or responsive planning opportunities available to your clients. You will come away from the course ready toeducate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continuallyupdated to reflect enacted legislation. Please…