CPE Catalog & Events
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
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/26/22)
Available Until
Self-Study
1.0 Credits
Inflation Adjusted U.S. Savings Bonds (I Bonds) Virtual Currency Transactions for 2021 Making a Late Section 754 Election Changes Affecting Tax Year 2021 Tax Returns Interest Rates and Lapse Assumptions
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/27/21)
Available Until
Self-Study
1.0 Credits
The American Families Plan Tax Compliance Agenda (as of 5/27/21) IRS Notice 2021-31 Pitfalls to avoid when moving IRA assets for beneficiaries New Form 14457 and accompanying Instructions Options to resolve taxpayer noncompliance related to foreign income or assets Updated Voluntary Disclosure Program (UVDP)
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/30/24)
Available Until
Self-Study
1.0 Credits
Discussion of Medicare issues IRS Free File Program extension Overview of Gage v. Commissioner and Bright v. Commissioner
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/5/22)
Available Until
Self-Study
1.0 Credits
Secure Act proposed regulations New RMD rules Outlook for the economy and markets
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 5/9/24)
Available Until
Self-Study
1.0 Credits
Student loan repayment & forgiveness updates Current U.S. economic outlook discussion Corporate Transparency Act
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 6/02/22)
Available Until
Self-Study
1.0 Credits
IRS news releases and Fact Sheets as of June 2, 2022 Key tax law changes affecting the 2022 filing season and Tax Year 2021 tax returns Charitable contributions Congressional Budget Office projections, 2022 to 2023
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 6/03/21)
Available Until
Self-Study
1.0 Credits
A detailed discussion of the Biden Administration’s Fiscal Year 2022 Revenue Proposals as of 6/3/21, including: The American Jobs Plan The American Families Plan Reforming the taxation of capital income Improving tax compliance
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 6/09/22)
Available Until
Self-Study
1.0 Credits
Potential tax developments, IRS proposed regulations, and major rulings as of June 9, 2022 Social Security: Pre-COVID trends, claiming spousal benefits R&E capitalization under Section 174
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 6/10/21)
Available Until
Self-Study
1.0 Credits
SALT relief Tax basis capital reporting Remote workforce issues Update on the Section 121 Exclusion Takeaways from Coca-Cola v. Commissioner
Self-Study: Surgent's Weekly Expert Hour (Original Air Date: 6/13/24)
Available Until
Self-Study
1.0 Credits
Global economic outlook: inflation, interest rates, and more Defining employees versus independent contractors Inheritance planning and the Great Wealth Transfer