CPE Catalog & Events
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 7/21/22)
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Self-Study
1.0 Credits
Tax legislation appears to be unlikely any time soon Recent Tax Court rulings of note The ERC and other information related to COVID-19 relief for employers
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 7/22/21)
Available Until
Self-Study
1.0 Credits
Pre-COVID trends in Social Security claiming Roth IRAs and businesses Tax Pro Account Update on the Child Credit (as of 7/22/21)
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 7/23/20)
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Self-Study
1.0 Credits
PPP loans (as of 7/23/20) Notice 2020-54 Labor law issues relating to the coronavirus pandemic Partnership developments (as of 7/23/20)
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 7/25/24)
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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: 7/29/21)
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Self-Study
1.0 Credits
SBA PPP Direct Forgiveness Portal Roth IRAs and businesses Forms 3508S, 3508 EZ, and 3508 IRS Notice 2021-20 S corporations and reasonable compensation
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 7/30/20)
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Self-Study
1.0 Credits
TD 9905 PTINs IRS guidance on recapture of excess employment tax credits (TD 9904 and REG-111879-20) Notice 2020-51
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 7/7/22)
Available Until
Self-Study
1.0 Credits
2022 midterms E-Filing Recent and proposed changes regarding standard mileage rates, the TCJA, cryptocurrency, and electronically amending returns Important Tax Reminders for People Selling a Home: Tax Tip 2022-78 Transparency in Coverage Rule (Final Rule)
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/05/21)
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Self-Study
1.0 Credits
Tax basis capital account reporting required for 2020 and after Tax Pro Account QR codes attached to IRS notices 1031 exchanges
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/06/20)
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Self-Study
1.0 Credits
Revenue Procedure 2003-16 Tax treatment of carried interests IRS Notice 2020-43 Helping your clients make wise use of their health care dollars Basic estate planning
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/1/24)
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Self-Study
1.0 Credits
Discussion of the 2024 presidential race reset 2024 Tax Legislation Update Transfer and direct pay of energy credits
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/12/21)
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Self-Study
1.0 Credits
Child Tax Credit update (as of 8/12/21) Revenue Procedure 2021-33 How to use an annuity What tax practitioners need to be aware of regarding the Champlain Towers condo collapse
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/13/20)
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Self-Study
1.0 Credits
Section 163(j) final regulations (as of 8/13/20) IRS Notice 2020-59 Revenue Procedure 2020-22 Revenue Procedure 2020-25
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/15/24)
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Self-Study
1.0 Credits
Creative retirement plan designs to obtain the section 199A deductions Top 8 for qualified charitable distributions (QCD) Discussion of educational assistance programs offered by employers The employer-provided childcare tax credit
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/19/21)
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1.0 Credits
Election used in determining whether an entity is a syndicate Tax Pro Account Revenue Procedure 2021-33 Notice 2021-49 – Guidance on the ERTC
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/20/20)
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IRS Notice 2020-51 IR 2020-182 IRS retools Settlement Days program in response to COVID-19 pandemic PPP loan developments (as of 8/20/20)
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/22/24)
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Self-Study
1.0 Credits
Forms of stock-based compensation and their taxation Statistics concerning HSAs , including average balance by household income Medicare changes in 2025
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/26/21)
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Self-Study
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Which states are taxing forgiven PPP loans? Update on draft 2021 forms (as of 8/26/21) Medicare overview Child and dependent care expenses/advance child tax credit payments Deductibility of conservation easements
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/27/20)
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Self-Study
1.0 Credits
Proposed Schedules K-2 and K-3 (as of 8/27/20) Section 165(i) CARES Act changes to the net operating loss rules Revenue Procedure 2020-24
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/29/24)
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Self-Study
1.0 Credits
Social Security updates in 2024 Overview of spouse beneficiary options Updated Corporate Transparency Act FAQs as of July 2024
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/8/24)
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Self-Study
1.0 Credits
Is preparing beneficial owner information (BOI) reports the unauthorized practice of law? Details concerning IRS settlement offer letters sent to certain taxpayers who participated in Syndicated Conservation Easement transactions Stock Buyback Tax Updates on the Residential Clean Energy Credit and Energy Efficient Home Improvement Credit