Category Archives: Tips & Resources
The IRS has made changes to Form 3115 (Application for Change in Accounting Method) that incorporate additions & edits to the Revenue Procedures 2015-13 and 2015-14.
I Can Deduct That? A Few Tales of Tax Creativity To Help You Wrap Up Busy Season With A Chuckle
By Surgent CPE
Accounting professionals understand the importance of making the correct call on what taxpayer deductions are allowable. Tax preparers are accustomed to fielding hundreds and even thousands of client questions each busy season about what is and is not deductible.
At Surgent we believe exceptional audit skills training should be available to everyone who performs audit work. Anytime. Anywhere.
Looking for Greater Mobility in Semi-Retirement? The Case For Adding an Enrolled Agent Credential
By Surgent CPE
If you are a CPA tax preparer and are thinking about semi-retirement, obtaining an EA (Enrolled Agent) credential might be something to think about.
Warning! Responding to Any Third Party Request for Verification or Comfort Can Put Your Practice at Risk
By Surgent CPE
Even a verbal response or attempt to provide a written “non-answer” for any request by a third party for verification can put your CPA practice at risk.
The Best Offense is a Good Defense – The Most Effective Defensive Tool Available in Malpractice Claims
By Surgent CPE
While no form of assurance, opinion or other conclusion is provided in nonattest services, this does not mean that they are risk-free engagements for the accountant. Learn how to take steps as a CPA to prevent malpractice claims.
The new FASB standard is likely to require significant changes in accounting for organizations that rely on leases for facilities, equipment, vehicles, etc.
Uncomfortable with the negotiation process? The bottom line is that the art of negotiation is a “must have” skill that everyone can master.
Congress enacted the Protecting Americans from Tax Hikes Act (PATH) in December of 2015. This comprehensive Act includes over $620 billion in tax reductions for businesses and families.
Since Congress passed the PATH (Protecting Americans from Tax Hikes) Act, Surgent has presented numerous webinars and conferences explaining the Act’s ramifications.
