CPE Catalog & Events
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 8/26/21)
Available Until
Self-Study
1.0 Credits
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)
Available Until
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)
Available Until
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)
Available Until
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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 9/02/21)
Available Until
Self-Study
1.0 Credits
S corporation PPP loan forgiveness Tax issues related to remote workers Family offices: an overview Investing in bitcoin and cryptocurrency
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 9/03/20)
Available Until
Self-Study
1.0 Credits
CCA 202035011 The 10 most asked questions about IRAs and qualified plans Proposed regulations relating to employer-provided parking (as of 9/03/20) UPDATE on employee payroll tax deferrals (as of 9/03/20) Notice 2020-65
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 9/09/21)
Available Until
Self-Study
1.0 Credits
IRS letter commenting on PPP loan treatment for pass-through entities Tax relief for hurricane and flood victims Tax-exempt property: determining the appropriate class lives
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 9/10/20)
Available Until
Self-Study
1.0 Credits
IRS Notice 1444-A IRS Web page: BBA Centralized Partnership Audit Regime Top 10 questions regarding health insurance IRS Notice 2020-65
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: 9/16/21)
Available Until
Self-Study
1.0 Credits
Latest news on proposed tax legislation (as of 9/16/21) Modification of rules relating to retirement plans Health care sharing ministry Wyden pass-through reform discussion draft
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 9/19/24)
Available Until
Self-Study
1.0 Credits
Discussion of the continuing struggle for FAFSA simplification Form 1099-K and crowdfunding online Anti-money laundering regulations for residential real estate transfers An overview of the expiring TCJA provisions
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 9/23/21)
Available Until
Self-Study
1.0 Credits
Latest news on proposed tax legislation (as of 9/23/21) Modification of rules relating to retirement plans SECURE Act 2.0 Wyden pass-through reform discussion draft
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 9/24/20)
Available Until
Self-Study
1.0 Credits
IRS Announcement 2020-12 2020 estate, gift, and GST tax Mechanics and benefits of the gift/sale to grantor trust Partnership reporting for carried interests
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: 9/30/21)
Available Until
Self-Study
1.0 Credits
Coronavirus-related distributions Qualified disaster-related distributions from qualified plans TIGTA Report 2021 Retirement planning
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: Surgent's What Tax Practitioners Need to Know About Medicare
Available Until
Self-Study
2.0 Credits
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
Self-Study: Surgent's What You Need to Know About ASC 842, Leases
Available Until
Self-Study
1.0 Credits
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Detailed review of accounting by lessees Transition guidance Recently issued updates to the lease accounting guidance
Self-Study: Surgent's What in the FASB Were They Thinking! Not-for-Profits and Leases
Available Until
Self-Study
1.0 Credits
Evaluating whether a contract meets the definition of a lease Properly calculating the lease term Determinations and decisions to be made with regard to short-term leases Distinguishing operating leases from finance leases