CPE Catalog & Member Events
Earn quality CPE, stay ahead on hot topics and connect with peers — in the format of your choice. ISCPA makes learning simple.
Surgent’s Weekly Expert Hour (Original Air Date: 11/13/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
End of government shutdown New or enhanced deductions in OBBBA Instructions for reporting tip and overtime income
Surgent’s Weekly Expert Hour (Original Air Date: 11/14/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
SEPP (72(t)) payments Anticipated policy changes post-election HSA-qualified insurance policies and coverages
Surgent’s Weekly Expert Hour (Original Air Date: 11/21/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
Overview of Form 3520 Year-end tax planning ideas Revenue Procedure 2024-31: IRS guidance for the Energy Efficient Home Improvement Credit
Surgent’s Weekly Expert Hour (Original Air Date: 11/6/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
OBBBA student loan repayment transition IRS Notice 2025-57 and transitional relief for reporting car loan interest Updated Form 1099-K frequently asked questions
Surgent’s Weekly Expert Hour (Original Air Date: 12/11/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
2025 Year-End Planning Tips for IRAs and Employer Plans A QCD Counts Toward RMD if Done Before RMD Is Satisfied New IRS Developments
Surgent’s Weekly Expert Hour (Original Air Date: 12/12/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
Policy Surrenders vs. sales in the Life Settlement Market Overview of depreciation basics Installment Method of Accounting
Surgent’s Weekly Expert Hour (Original Air Date: 12/4/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
IRS Math and Taxpayer Help Act Guidance for Tax Year 2025 FLSA Coverage
Surgent’s Weekly Expert Hour (Original Air Date: 12/5/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
2024 post-election updates Required minimum distributions for owners and IRA beneficiaries Signing up for an IP PIN and other IRS-related topics
Surgent’s Weekly Expert Hour (Original Air Date: 5/1/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
Discussion of potential contents of the "big , beautiful" tax bill The resumption of federal student loan collections Impact of expiring TCJA provisions Budget reconciliation
Surgent’s Weekly Expert Hour (Original Air Date: 5/12/22)
Available Until
Self-study
1.00 Credits
Member Price: $49
IRS Letter 6419 Excess business losses refresher Schedules K-2 and K-3
Surgent’s Weekly Expert Hour (Original Air Date: 5/15/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
Proposed provisions included in the "one big, beautiful bill" Extension of TCJA provisions MAGA accounts Termination of federal clean energy tax credits
Surgent’s Weekly Expert Hour (Original Air Date: 5/16/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
Overview of Medicare in 2024 179D deduction New IRS guidance regarding the stock buyback tax
Surgent’s Weekly Expert Hour (Original Air Date: 5/19/22)
Available Until
Self-study
1.00 Credits
Member Price: $49
Revised threshold amount for filing Form 1099-K 2022 legislative agenda 2023 HSA contribution limits Busy season issues
Surgent’s Weekly Expert Hour (Original Air Date: 5/2/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
Crummey Trusts CTA legal challenges Ban on non-compete agreements New overtime rules
Surgent’s Weekly Expert Hour (Original Air Date: 5/22/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
Making the Tax Cuts and Jobs Act provisions permanent Eliminating tax on tips and overtime and special tax relief for seniors Phase out of the clean energy credits Deduction for auto loan interest on American made cars SALT cap raised to $40,000 with an income phase-out of $500,000 Increase in the transfer tax exemption to $15 million and an opportunity to open Trump accounts for children
Surgent’s Weekly Expert Hour (Original Air Date: 5/23/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
Guidelines for HSAs and long-term care Transfer and direct pay of energy credits Overview of the Dirty Dozen
Surgent’s Weekly Expert Hour (Original Air Date: 5/26/22)
Available Until
Self-study
1.00 Credits
Member Price: $49
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
Surgent’s Weekly Expert Hour (Original Air Date: 5/30/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
Discussion of Medicare issues IRS Free File Program extension Overview of Gage v. Commissioner and Bright v. Commissioner
Surgent’s Weekly Expert Hour (Original Air Date: 5/5/22)
Available Until
Self-study
1.00 Credits
Member Price: $49
Secure Act proposed regulations New RMD rules Outlook for the economy and markets
Surgent’s Weekly Expert Hour (Original Air Date: 5/8/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
Economic policy changes of the first 100+ days Impacts of tariffs and slower economic growth The progress of drafting the "mega" bill Proposed amendments to Circular 230