CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 8/12/21)
Available Until
Virtual
1.00 Credits
Child Tax Credit update (as of 8/12/21) Revenue Procedure 2021-33 How to use an annuity What tax practitioners need to be aware of regarding the Champlain Towers condo collapse
Surgent's Weekly Expert Hour (Original Air Date: 8/15/24)
Available Until
Virtual
1.00 Credits
Creative retirement plan designs to obtain the section 199A deductions Top 8 for qualified charitable distributions (QCD) Discussion of educational assistance programs offered by employers The employer-provided childcare tax credit
Surgent's Weekly Expert Hour (Original Air Date: 8/19/21)
Available Until
Virtual
1.00 Credits
Election used in determining whether an entity is a syndicate Tax Pro Account Revenue Procedure 2021-33 Notice 2021-49 – Guidance on the ERTC
Surgent's Weekly Expert Hour (Original Air Date: 8/22/24)
Available Until
Virtual
1.00 Credits
Forms of stock-based compensation and their taxation Statistics concerning HSAs , including average balance by household income Medicare changes in 2025
Surgent's Weekly Expert Hour (Original Air Date: 8/26/21)
Available Until
Virtual
1.00 Credits
Which states are taxing forgiven PPP loans? Update on draft 2021 forms (as of 8/26/21) Medicare overview Child and dependent care expenses/advance child tax credit payments Deductibility of conservation easements
Surgent's Weekly Expert Hour (Original Air Date: 8/29/24)
Available Until
Virtual
1.00 Credits
Social Security updates in 2024 Overview of spouse beneficiary options Updated Corporate Transparency Act FAQs as of July 2024
Surgent's Weekly Expert Hour (Original Air Date: 8/8/24)
Available Until
Virtual
1.00 Credits
Is preparing beneficial owner information (BOI) reports the unauthorized practice of law? Details concerning IRS settlement offer letters sent to certain taxpayers who participated in Syndicated Conservation Easement transactions Stock Buyback Tax Updates on the Residential Clean Energy Credit and Energy Efficient Home Improvement Credit
Surgent's Weekly Expert Hour (Original Air Date: 9/02/21)
Available Until
Virtual
1.00 Credits
S corporation PPP loan forgiveness Tax issues related to remote workers Family offices: an overview Investing in bitcoin and cryptocurrency
Surgent's Weekly Expert Hour (Original Air Date: 9/09/21)
Available Until
Virtual
1.00 Credits
IRS letter commenting on PPP loan treatment for pass-through entities Tax relief for hurricane and flood victims Tax-exempt property: determining the appropriate class lives
Surgent's Weekly Expert Hour (Original Air Date: 9/12/24)
Available Until
Virtual
1.00 Credits
Rollover and transfer rules for IRA beneficiaries Discussion of beneficiary movements Two-year report on the Inflation Reduction Act
Surgent's Weekly Expert Hour (Original Air Date: 9/16/21)
Available Until
Virtual
1.00 Credits
Latest news on proposed tax legislation (as of 9/16/21) Modification of rules relating to retirement plans Health care sharing ministry Wyden pass-through reform discussion draft
Surgent's Weekly Expert Hour (Original Air Date: 9/19/24)
Available Until
Virtual
1.00 Credits
Discussion of the continuing struggle for FAFSA simplification Form 1099-K and crowdfunding online Anti-money laundering regulations for residential real estate transfers An overview of the expiring TCJA provisions
Surgent's Weekly Expert Hour (Original Air Date: 9/23/21)
Available Until
Virtual
1.00 Credits
Latest news on proposed tax legislation (as of 9/23/21) Modification of rules relating to retirement plans SECURE Act 2.0 Wyden pass-through reform discussion draft
Surgent's Weekly Expert Hour (Original Air Date: 9/26/24)
Available Until
Virtual
1.00 Credits
The Retirement Security Rule and fiduciary regulations IRS Notice 2024-63: Employer matching contributions made to retirement plans related to employee student loan payments Discussion of findings of the Treasury Inspector General for Tax Administration Updates to the IRS Form 1099-DA draft version
Surgent's Weekly Expert Hour (Original Air Date: 9/30/21)
Available Until
Virtual
1.00 Credits
Coronavirus-related distributions Qualified disaster-related distributions from qualified plans TIGTA Report 2021 Retirement planning
Surgent's Weekly Expert Hour (Original Air Date: 9/5/24)
Available Until
Virtual
1.00 Credits
Latest update concerning the Employee Retention Credit (ERC) Discussion of common signs of an incorrect ERC claim Status of the real estate profession, due to recent National Association of Realtors (NAR) settlements
Surgent's Weekly Expert Hour: Implications of the 2024 Election Results (Original Air Date: 11/7/2
Available Until
Virtual
1.00 Credits
Current and projected federal debt and deficits President Elect Trump's tax plans Discussion of possible tax policy scenarios based on 2024 election results
Surgent's What Tax Practitioners Need to Know About Medicare
Available Until
Virtual
2.00 Credits
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
Surgent's What You Need to Know About ASC 842, Leases
Available Until
Virtual
1.00 Credits
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Detailed review of accounting by lessees Updates to the lease accounting guidance
Surgent's Why Do They Do It? The Psychology of Fraud
Available Until
Virtual
2.00 Credits
The fraud triangle The truth default theory The concept of cognitive dissonance Confirmation bias Availability
