CPE Catalog & Events
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: 11/18/21)
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: 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: 12/02/21)
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: 12/12/24)
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: 12/16/21)
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: 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: 5/06/21)
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: 5/16/24)
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: 5/20/21)
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: 5/23/24)
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