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CPE Catalog & Events

All Events 4481 Centennial Events 0 Conferences 4 GWSCPA Originals 15 On Demand 623 Section Meetings 10 Webinars 3843

Showing 4481 All Events Results

Surgent's Weekly Expert Hour (Original Air Date: 1/16/25)

Available Until

Virtual

1.00 Credits

Review of HSA rules Highlights of the National Taxpayer Advocate Annual Review conclusions Student loan repayment trends and updates

Surgent's Weekly Expert Hour (Original Air Date: 1/2/25)

Available Until

Virtual

1.00 Credits

IRA MAGI Limits for contributions Backdoor Roth IRA contributions Overview of basis shifting Breakdown of Otay Project LP v. Commissioner

Surgent's Weekly Expert Hour (Original Air Date: 1/20/22)

Available Until

Virtual

1.00 Credits

The Employee Retention Tax Credit overview and update (as of 1/20/22) What accountants want to know about the American economy looking forward to 2022 The No Surprises Act

Surgent's Weekly Expert Hour (Original Air Date: 1/21/21)

Available Until

Virtual

1.00 Credits

ERC rules prior to the CAA changes Taxation of virtual currency (as of 1/21/21) Non-convertible in-game currencies SECURE Act as of 1/21/21

Surgent's Weekly Expert Hour (Original Air Date: 1/23/25)

Available Until

Virtual

1.00 Credits

IRS updates to FAQs about the Qualified Energy Efficient Home Improvement Credit and the Residential Clean Energy Property Credit Expected outlook for markets and economy Tips for 2024 reporting of 1099-R

Surgent's Weekly Expert Hour (Original Air Date: 1/27/22)

Available Until

Virtual

1.00 Credits

Letter 6419 Form 1099-K reporting by third party settlement organizations Preparing for filing season

Surgent's Weekly Expert Hour (Original Air Date: 1/28/21)

Available Until

Virtual

1.00 Credits

FinCEN Notice 2020-2 (12/31/2020) Revenue Procedure 2020-54 IRS Notice 2021-13 Remote workforce issues Recent changes to federal energy incentive programs – 179D and 45L (as of 1/28/21)

Surgent's Weekly Expert Hour (Original Air Date: 10/01/20)

Available Until

Virtual

1.00 Credits

PPP loan forgiveness update (as of 10/01/20) Identity Protection PIN (IP PIN) Late filing penalties and small partnership relief (as of 10/01/20) FFCRA DOL FAQs 91 through 103

Surgent's Weekly Expert Hour (Original Air Date: 10/03/24)

Available Until

Virtual

1.00 Credits

IR-2024-253: Hurricane Helene Disaster Relief  Discussion of Varian Medical Systems, Inc. and Subsidiaries v. Commissioner court case IRS Form 7217

Surgent's Weekly Expert Hour (Original Air Date: 10/07/21)

Available Until

Virtual

1.00 Credits

Update on tax legislation (as of 10/7/21) Medicare reimbursements and balance billing When does it make economic sense to claim Social Security?

Surgent's Weekly Expert Hour (Original Air Date: 10/08/20)

Available Until

Virtual

1.00 Credits

TIGTA Audit Report No. 2020-30-056 Regulations under Section 274  relating to deducting meal and entertainment expenses (October 2020) PPP loan forgiveness (as of 10/08/20)

Surgent's Weekly Expert Hour (Original Air Date: 10/10/24)

Available Until

Virtual

1.00 Credits

Latest update concerning HSAs Letter 105-C and the Employee Retention Credit (ERC) FinCEN's Beneficial Ownership Information (BOI) Reports Qualified Rollover Contributions 

Surgent's Weekly Expert Hour (Original Air Date: 10/14/21)

Available Until

Virtual

1.00 Credits

Increase for Social Security recipients New 2021 draft tax forms (as of 10/14/21): Form 1040 - Schedule 1, Schedule 2, and Schedule 3 The 4% rule: is this the best approach to sustainable retirement spending Commercial real estate tax strategies: a refresher for tax year 2021

Surgent's Weekly Expert Hour (Original Air Date: 10/15/20)

Available Until

Virtual

1.00 Credits

SBA Form 3508S Closing a sole proprietorship with one or more employees Applying for Social Security benefits: common "odd" cases Professional employer organizations (PEOs)

Surgent's Weekly Expert Hour (Original Air Date: 10/17/24)

Available Until

Virtual

1.00 Credits

The 4-part test to determine R&D tax credit eligibility A discussion of FSA, HSA, and DCB accounts IRS taxation rules related to insurance policies

Surgent's Weekly Expert Hour (Original Air Date: 10/21/21)

Available Until

Virtual

1.00 Credits

Legislative update (as of 10/21/21) TIGTA report #2021-30-042 Tax aspects of selling a home

Surgent's Weekly Expert Hour (Original Air Date: 10/22/20)

Available Until

Virtual

1.00 Credits

Excepted benefit HRAs – Revenue Procedure 2020-43 T.D. 9923: final regulations concerning ABLE accounts New DOL proposed rule ( September 2020) on classifying workers as employees or independent contractors Like-kind exchange rules post TCJA

Surgent's Weekly Expert Hour (Original Air Date: 10/24/24)

Available Until

Virtual

1.00 Credits

Federal tax aid for victims of Hurricanes Helene and Milton Medicare open enrollment for 2025 Corporate Transparency Act

Surgent's Weekly Expert Hour (Original Air Date: 10/28/21)

Available Until

Virtual

1.00 Credits

Details of the Build Back Better framework announced by President Biden (as of 10/28/21) The IRS' responses to questions about rehires following bona fide retirement and in-service distributions Employee Retention Tax Credit – 2020 and 2021 legislation Medicare plans, parts, and costs

Surgent's Weekly Expert Hour (Original Air Date: 10/29/20)

Available Until

Virtual

1.00 Credits

Taxpayer Advocate Service (TAS) COVID-19 Business Tax Relief Tool 2021 retirement plan limits State tax issues: out-of-state commuters, nexus, convenience rules, telecommuting American economic policies in practice over the years