CPE Catalog & Events
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: 10/03/24)
Available Until
Self-Study
1.0 Credits
IR-2024-253: Hurricane Helene Disaster Relief Discussion of Varian Medical Systems, Inc. and Subsidiaries v. Commissioner court case IRS Form 7217
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: 10/10/24)
Available Until
Self-Study
1.0 Credits
Latest update concerning HSAs Letter 105-C and the Employee Retention Credit (ERC) FinCEN's Beneficial Ownership Information (BOI) Reports Qualified Rollover Contributions
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: 10/17/24)
Available Until
Self-Study
1.0 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
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: 10/24/24)
Available Until
Self-Study
1.0 Credits
Federal tax aid for victims of Hurricanes Helene and Milton Medicare open enrollment for 2025 Corporate Transparency Act
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: 10/31/24)
Available Until
Self-Study
1.0 Credits
Income-drive repayment methods Payroll research and development tax credit IRS tax inflation adjustments for tax year 2025
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
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?