CPE Catalog & Events
Self-Study: Surgent's Using the Work of a Specialist and Internal Audit
Available Until
Self-Study
2.0 Credits
Using the work of management’s specialist Using the work of the auditor’s specialist Using the work of internal audit Using the work of a pricing service
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: 1/16/25)
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: 1/20/22)
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: 1/23/25)
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: 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)