CPE Catalog & Member Events
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Surgent’s Weekly Expert Hour (Original Air Date: 7/3/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
Comparison between Senate and House versions of the OBBB Act Expectation of TCJA provisions extension Discussion of provisions including the qualified business income deduction, 529 account expenses, and asset expensing
Surgent’s Weekly Expert Hour (Original Air Date: 7/31/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
Federal Scholarship Tax Credit Research and Experimentation (R&E) Deduction changes Charitable Contribution Deduction
Surgent’s Weekly Expert Hour (Original Air Date: 7/7/22)
Available Until
Self-study
1.00 Credits
Member Price: $49
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)
Surgent’s Weekly Expert Hour (Original Air Date: 8/1/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
Discussion of the 2024 presidential race reset 2024 Tax Legislation Update Transfer and direct pay of energy credits
Surgent’s Weekly Expert Hour (Original Air Date: 8/14/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
Legal Obligations and Individual Responsibilities of RMDs SALT Limitation and the PTET Qualified Production Property Rules
Surgent’s Weekly Expert Hour (Original Air Date: 8/15/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
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
Surgent’s Weekly Expert Hour (Original Air Date: 8/21/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
Trump Accounts Form 1099 Issues Form 1099-K
Surgent’s Weekly Expert Hour (Original Air Date: 8/22/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
Forms of stock-based compensation and their taxation Statistics concerning HSAs , including average balance by household income Medicare changes in 2025
Surgent’s Weekly Expert Hour (Original Air Date: 8/28/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
Charitable planning with the implementation of OBBBA The impact of OBBBA on tax-exempt organizations Portability and estate planning
Surgent’s Weekly Expert Hour (Original Air Date: 8/29/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
Social Security updates in 2024 Overview of spouse beneficiary options Updated Corporate Transparency Act FAQs as of July 2024
Surgent’s Weekly Expert Hour (Original Air Date: 8/7/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
Trump Accounts Tax reporting of Trump account contributions Report of Foreign Bank and Financial Accounts (FBAR) update
Surgent’s Weekly Expert Hour (Original Air Date: 8/8/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
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
Surgent’s Weekly Expert Hour (Original Air Date: 9/11/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
An overview of the 2026 Form W-2 draft FS-2025-05 A discussion of tax scams and false tax credit claims
Surgent’s Weekly Expert Hour (Original Air Date: 9/12/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
Rollover and transfer rules for IRA beneficiaries Discussion of beneficiary movements Two-year report on the Inflation Reduction Act
Surgent’s Weekly Expert Hour (Original Air Date: 9/18/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
HSA provisions within the OBBBA HSA statistics New federal loan limits and impacts
Surgent’s Weekly Expert Hour (Original Air Date: 9/19/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
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
Surgent’s Weekly Expert Hour (Original Air Date: 9/26/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
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
Surgent’s Weekly Expert Hour (Original Air Date: 9/4/25)
Available Until
Self-study
1.00 Credits
Member Price: $49
The OBBBA's boost to bonus depreciation The establishment of qualified production property The tax treatment of research and experimental expenditures
Surgent’s Weekly Expert Hour (Original Air Date: 9/5/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
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
Surgent’s Weekly Expert Hour: Implications of the 2024 Election Results (Original Air Date: 11/7/24)
Available Until
Self-study
1.00 Credits
Member Price: $49
Current and projected federal debt and deficits President Elect Trump's tax plans Discussion of possible tax policy scenarios based on 2024 election results