CPE Catalog & Events
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)
Available Until
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)
Available Until
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)
Available Until
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)
Available Until
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)
Available Until
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)
Available Until
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)
Available Until
Self-Study
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)
Available Until
Self-Study
1.0 Credits
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)
Available Until
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)
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