CPE Catalog & Events
Self-Study: Surgent's Using the Work of a Specialist and Internal Audit
Available Until
Self-Study
2.0 Credits
Coming soon!
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 09/17/20)
Available Until
Self-Study
1.0 Credits
IRS Notice 2020-66 IRS Notice 2020-71 BBA centralized partnership audit regime Where to live in retirement Reasons 2020 is the year for Roth conversions
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 1/06/22)
Available Until
Self-Study
1.0 Credits
The status of the Build Back Better Act as of 1/6/22 IRS Letters 6419 and 6475 Update on disaster relief as of 1/6/22 Individual health insurance in 2022
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 1/07/21)
Available Until
Self-Study
1.0 Credits
Highlights of new end-of-2020 tax legislation Donor-advised funds Key themes for the economy and markets in 2021 Retirement income planning
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 1/13/22)
Available Until
Self-Study
1.0 Credits
Child Tax Credit Form 7203, "S Corporation Shareholder Stock and Debt Basis Limitations" Carried interests IRS News Release 2021-217; How to be prepared for filing 2021 returns in 2022 IRS Notice 2022-1; IRS guidance regarding reporting of discharged student debt
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 1/14/21)
Available Until
Self-Study
1.0 Credits
The second Economic Impact Payment Brett John Ball v. Commissioner of Internal Revenue Section 965 transition tax Time collection options for employers
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 1/20/22)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 1/21/21)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 1/27/22)
Available Until
Self-Study
1.0 Credits
Letter 6419 Form 1099-K reporting by third party settlement organizations Preparing for filing season
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 1/28/21)
Available Until
Self-Study
1.0 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)
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 10/01/20)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 10/07/21)
Available Until
Self-Study
1.0 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?
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 10/08/20)
Available Until
Self-Study
1.0 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)
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 10/14/21)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 10/15/20)
Available Until
Self-Study
1.0 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)
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 10/21/21)
Available Until
Self-Study
1.0 Credits
Legislative update (as of 10/21/21) TIGTA report #2021-30-042 Tax aspects of selling a home
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 10/22/20)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 10/28/21)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 10/29/20)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 11/04/21)
Available Until
Self-Study
1.0 Credits
The IRS' responses to questions about rehires following bona fide retirement and in-service distributions Proposed Build Back Better legislation (as of 11/04/21) Tax aspects of selling a home Changes to IRC Section 41 Research Credit Refund Claims