CPE Catalog & Events
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 11/05/20)
Available Until
Self-Study
1.0 Credits
Changes to the Main Street Lending Program PPP Loan Necessity Questionnaires RMD rules for those continuing to work beyond age 72 Health insurance and Medicare: new challenges for 2021
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 11/11/21)
Available Until
Self-Study
1.0 Credits
Infrastructure Investment and Jobs Act (as of 11/11/21) Q&As regarding the Employee Retention Credit (ERC) Audit Reconsideration
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 11/12/20)
Available Until
Self-Study
1.0 Credits
Treasury Decision 9930 and its effect on required minimum distributions Rev. Proc. 2020-50 guidance Data security Data retention: which documents should you keep and for how long?
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 11/18/21)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 11/19/20)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 12/02/21)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 12/03/20)
Available Until
Self-Study
1.0 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)
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 12/09/21)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 12/10/20)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 12/16/21)
Available Until
Self-Study
1.0 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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 12/17/20)
Available Until
Self-Study
1.0 Credits
Casualty and theft losses Federally declared disaster areas for 2020 Cost segregation in 2020 Taxation of virtual currency (as of 12/17/20)
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/06/21)
Available Until
Self-Study
1.0 Credits
The American Families Plan Estate of Michael Jackson v. Commissioner PPP loan forgiveness Section 1244 losses
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/12/22)
Available Until
Self-Study
1.0 Credits
IRS Letter 6419 Excess business losses refresher Schedules K-2 and K-3
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/13/21)
Available Until
Self-Study
1.0 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)
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/19/22)
Available Until
Self-Study
1.0 Credits
Revised threshold amount for filing Form 1099-K 2022 legislative agenda 2023 HSA contribution limits Busy season issues
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/20/21)
Available Until
Self-Study
1.0 Credits
COBRA continuation coverage Coronavirus-related distributions (CRDs) Using Form 8915-E Changes brought about by the Consolidated Appropriations Act of 2021
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/26/22)
Available Until
Self-Study
1.0 Credits
Inflation Adjusted U.S. Savings Bonds (I Bonds) Virtual Currency Transactions for 2021 Making a Late Section 754 Election Changes Affecting Tax Year 2021 Tax Returns Interest Rates and Lapse Assumptions
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/27/21)
Available Until
Self-Study
1.0 Credits
The American Families Plan Tax Compliance Agenda (as of 5/27/21) IRS Notice 2021-31 Pitfalls to avoid when moving IRA assets for beneficiaries New Form 14457 and accompanying Instructions Options to resolve taxpayer noncompliance related to foreign income or assets Updated Voluntary Disclosure Program (UVDP)
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/5/22)
Available Until
Self-Study
1.0 Credits
Secure Act proposed regulations New RMD rules Outlook for the economy and markets
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 6/02/22)
Available Until
Self-Study
1.0 Credits
IRS news releases and Fact Sheets as of June 2, 2022 Key tax law changes affecting the 2022 filing season and Tax Year 2021 tax returns Charitable contributions Congressional Budget Office projections, 2022 to 2023