CPE Catalog & Events
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: 10/03/24)
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: 7/18/24)
Available Until
Self-Study
1.0 Credits
Cryptocurrency legislative update Distributions for Emergency Personal Expense Distributions Domestic Abuse Victim Distributions Section 179D deduction
Self-Study: Surgent’s Weekly Expert Hour (Original Air Date: 7/25/24)
Available Until
Self-Study
1.0 Credits
IRS finalization of RMD regulations Disaster tax relief, especially relating to retirement plans and IRAs Discussion of US Supreme Court's overturn of Chevron U.S.A., Inc v. Natural Resources Defense Council, Inc.
Self-Study: Surgent’s Weekly Expert Hour (Original Air Date: 9/12/24)
Available Until
Self-Study
1.0 Credits
Rollover and transfer rules for IRA beneficiaries Discussion of beneficiary movements Two-year report on the Inflation Reduction Act
Self-Study: Surgent’s Weekly Expert Hour (Original Air Date: 9/26/24)
Available Until
Self-Study
1.0 Credits
The Retirement Security Rule and fiduciary regulations IRS Notice 2024-63: Employer matching contributions made to retirement plans related to employee student loan payments Discussion of findings of the Treasury Inspector General for Tax Administration Updates to the IRS Form 1099-DA draft version
Self-Study: Surgent’s Weekly Expert Hour (Original Air Date: 9/5/24)
Available Until
Self-Study
1.0 Credits
Latest update concerning the Employee Retention Credit (ERC) Discussion of common signs of an incorrect ERC claim Status of the real estate profession, due to recent National Association of Realtors (NAR) settlements
Self-Study: Surgent’s Weekly Expert Hour: Implications of the 2024 Election Results (Original Air Date: 11/7/24)
Available Until
Self-Study
1.0 Credits
Current and projected federal debt and deficits President Elect Trump's tax plans Discussion of possible tax policy scenarios based on 2024 election results
Self-Study: Sustainable Strategy
Available Until
Webcast
1.5 Credits
Concept of strategy Strategic optimization with SFA Blue Ocean Strategy
Self-Study: Taking Advantage of Array Formulas in Excel
Available Until
Webcast
2.0 Credits
Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance. Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios. Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling. Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management. Using Array Constants: This section teaches how to simplify the use of static values called Array Constants.