CPE Catalog & Events
Self-Study: Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
Available Until
Self-Study
4.0 Credits
The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements Avoiding common pitfalls seen in Yellow Book and single audits How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer
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: 1/16/25)
Available Until
Self-Study
1.0 Credits
Review of HSA rules Highlights of the National Taxpayer Advocate Annual Review conclusions Student loan repayment trends and updates
Self-Study: Surgent’s Weekly Expert Hour (Original Air Date: 1/2/25)
Available Until
Self-Study
1.0 Credits
IRA MAGI Limits for contributions Backdoor Roth IRA contributions Overview of basis shifting Breakdown of Otay Project LP v. Commissioner
Self-Study: Surgent’s Weekly Expert Hour (Original Air Date: 1/23/25)
Available Until
Self-Study
1.0 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
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: 10/10/24)
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: 10/17/24)
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: 10/24/24)
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: 10/31/24)
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: 11/14/24)
Available Until
Self-Study
1.0 Credits
SEPP (72(t)) payments Anticipated policy changes post-election HSA-qualified insurance policies and coverages
Self-Study: Surgent’s Weekly Expert Hour (Original Air Date: 11/21/24)
Available Until
Self-Study
1.0 Credits
Overview of Form 3520 Year-end tax planning ideas Revenue Procedure 2024-31: IRS guidance for the Energy Efficient Home Improvement Credit
Self-Study: Surgent’s Weekly Expert Hour (Original Air Date: 12/12/24)
Available Until
Self-Study
1.0 Credits
Policy Surrenders vs. sales in the Life Settlement Market Overview of depreciation basics Installment Method of Accounting
Self-Study: Surgent’s Weekly Expert Hour (Original Air Date: 12/5/24)
Available Until
Self-Study
1.0 Credits
2024 post-election updates Required minimum distributions for owners and IRA beneficiaries Signing up for an IP PIN and other IRS-related topics
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: 5/16/24)
Available Until
Self-Study
1.0 Credits
Overview of Medicare in 2024 179D deduction New IRS guidance regarding the stock buyback tax
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: 5/2/24)
Available Until
Self-Study
1.0 Credits
Crummey Trusts CTA legal challenges Ban on non-compete agreements New overtime rules
Self-Study: Surgent’s Weekly Expert Hour (Original Air Date: 5/23/24)
Available Until
Self-Study
1.0 Credits
Guidelines for HSAs and long-term care Transfer and direct pay of energy credits Overview of the Dirty Dozen