CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 11/18/21)
Available Until
Virtual
1.00 Credits
Enactment of the Infrastructure Investment and Jobs Act (IIJA) IRS Notice 2021-63 Revenue Procedure 2021-47 on tax treatment of Homeowner Assistance Fund (HAF) payments News Release 2021-217 Asset allocation Year-end tax planning
Surgent's Weekly Expert Hour (Original Air Date: 11/19/20)
Available Until
Virtual
1.00 Credits
Baer v. United States Safe harbor provided by Rev. Proc. 2020-51 Are S corporations and partnerships subject to the $10,000 SALT limit? IRS Notice 2020-75 Commercial real estate tax strategies
Surgent's Weekly Expert Hour (Original Air Date: 11/21/24)
Available Until
Virtual
1.00 Credits
Overview of Form 3520 Year-end tax planning ideas Revenue Procedure 2024-31: IRS guidance for the Energy Efficient Home Improvement Credit
Surgent's Weekly Expert Hour (Original Air Date: 12/02/21)
Available Until
Virtual
1.00 Credits
Year-end tax planning considerations (as of 12/02/21) News Release 2021-217 News Release 2021-215 OSHA's proposed COVID-19 Vaccination and Testing Emergency Temporary Standard
Surgent's Weekly Expert Hour (Original Air Date: 12/03/20)
Available Until
Virtual
1.00 Credits
Baer v. United States Long-term care TD 9935 final regulations regarding Section 1031 exchanges Charitable tax planning update (as of 12/03/20)
Surgent's Weekly Expert Hour (Original Air Date: 12/09/21)
Available Until
Virtual
1.00 Credits
The IRS issues guidance on the retroactive termination of the ERC – Notice 2021-65 The IRS signals when limited liability company member income may be subject to self-employment tax HSAs DOL requires 401(k) and defined contribution plans to give participants lifetime income estimates
Surgent's Weekly Expert Hour (Original Air Date: 12/10/20)
Available Until
Virtual
1.00 Credits
Tax extenders set to expire at the end of 2020 Revenue Procedure 2009-20 Revenue Procedure 2011-58 Converting from tax deferred to Roth Health care flexible spending accounts (FSAs) Health savings accounts
Surgent's Weekly Expert Hour (Original Air Date: 12/12/24)
Available Until
Virtual
1.00 Credits
Policy Surrenders vs. sales in the Life Settlement Market Overview of depreciation basics Installment Method of Accounting
Surgent's Weekly Expert Hour (Original Air Date: 12/16/21)
Available Until
Virtual
1.00 Credits
Outlook for the economy and markets (as of 12/16/21) OSHA's COVID-19 Vaccination and Testing Emergency Temporary Standard Back Door Roths and Mega Back Door Roths and how the proposed Build Back Better Act would affect them
Surgent's Weekly Expert Hour (Original Air Date: 12/17/20)
Available Until
Virtual
1.00 Credits
Casualty and theft losses Federally declared disaster areas for 2020 Cost segregation in 2020 Taxation of virtual currency (as of 12/17/20)
Surgent's Weekly Expert Hour (Original Air Date: 12/5/24)
Available Until
Virtual
1.00 Credits
2024 post-election updates Required minimum distributions for owners and IRA beneficiaries Signing up for an IP PIN and other IRS-related topics
Surgent's Weekly Expert Hour (Original Air Date: 5/06/21)
Available Until
Virtual
1.00 Credits
The American Families Plan Estate of Michael Jackson v. Commissioner PPP loan forgiveness Section 1244 losses
Surgent's Weekly Expert Hour (Original Air Date: 5/12/22)
Available Until
Virtual
1.00 Credits
IRS Letter 6419 Excess business losses refresher Schedules K-2 and K-3
Surgent's Weekly Expert Hour (Original Air Date: 5/13/21)
Available Until
Virtual
1.00 Credits
The American Families Plan Paycheck Protection Program Estate of Michael Jackson v. Commissioner Outlook for the economy and markets (as of 5/13/21) Secure Act 2.0 pending legislation (as of 5/13/21)
Surgent's Weekly Expert Hour (Original Air Date: 5/16/24)
Available Until
Virtual
1.00 Credits
Overview of Medicare in 2024 179D deduction New IRS guidance regarding the stock buyback tax
Surgent's Weekly Expert Hour (Original Air Date: 5/19/22)
Available Until
Virtual
1.00 Credits
Revised threshold amount for filing Form 1099-K 2022 legislative agenda 2023 HSA contribution limits Busy season issues
Surgent's Weekly Expert Hour (Original Air Date: 5/2/24)
Available Until
Virtual
1.00 Credits
Crummey Trusts CTA legal challenges Ban on non-compete agreements New overtime rules
Surgent's Weekly Expert Hour (Original Air Date: 5/20/21)
Available Until
Virtual
1.00 Credits
COBRA continuation coverage Coronavirus-related distributions (CRDs) Using Form 8915-E Changes brought about by the Consolidated Appropriations Act of 2021
Surgent's Weekly Expert Hour (Original Air Date: 5/22/25)
Available Until
Virtual
1.00 Credits
Making the Tax Cuts and Jobs Act provisions permanent Eliminating tax on tips and overtime and special tax relief for seniors Phase out of the clean energy credits Deduction for auto loan interest on American made cars SALT cap raised to $40,000 with an income phase-out of $500,000 Increase in the transfer tax exemption to $15 million and an opportunity to open Trump accounts for children
Surgent's Weekly Expert Hour (Original Air Date: 5/23/24)
Available Until
Virtual
1.00 Credits
Guidelines for HSAs and long-term care Transfer and direct pay of energy credits Overview of the Dirty Dozen