CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 11/18/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
Enactment of the Infrastructure Investment and Jobs Act (IIJA) IRS Notice 2021-63 Revenue Procedure 2021-47 on tax treatment of Homeowner Assistance Fund (HAF) payments News Release 2021-217 Asset allocation Year-end tax planning
Surgent's Weekly Expert Hour (Original Air Date: 11/19/20)
Available Until
Self-study
1.00 Credits
Member Price: $49
Baer v. United States Safe harbor provided by Rev. Proc. 2020-51 Are S corporations and partnerships subject to the $10,000 SALT limit? IRS Notice 2020-75 Commercial real estate tax strategies
Surgent's Weekly Expert Hour (Original Air Date: 12/02/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
Year-end tax planning considerations (as of 12/02/21) News Release 2021-217 News Release 2021-215 OSHA's proposed COVID-19 Vaccination and Testing Emergency Temporary Standard
Surgent's Weekly Expert Hour (Original Air Date: 12/03/20)
Available Until
Self-study
1.00 Credits
Member Price: $49
Baer v. United States Long-term care TD 9935 final regulations regarding Section 1031 exchanges Charitable tax planning update (as of 12/03/20)
Surgent's Weekly Expert Hour (Original Air Date: 12/09/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
The IRS issues guidance on the retroactive termination of the ERC – Notice 2021-65 The IRS signals when limited liability company member income may be subject to self-employment tax HSAs DOL requires 401(k) and defined contribution plans to give participants lifetime income estimates
Surgent's Weekly Expert Hour (Original Air Date: 12/10/20)
Available Until
Self-study
1.00 Credits
Member Price: $49
Tax extenders set to expire at the end of 2020 Revenue Procedure 2009-20 Revenue Procedure 2011-58 Converting from tax deferred to Roth Health care flexible spending accounts (FSAs) Health savings accounts
Surgent's Weekly Expert Hour (Original Air Date: 12/16/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
Outlook for the economy and markets (as of 12/16/21) OSHA's COVID-19 Vaccination and Testing Emergency Temporary Standard Back Door Roths and Mega Back Door Roths and how the proposed Build Back Better Act would affect them
Surgent's Weekly Expert Hour (Original Air Date: 12/17/20)
Available Until
Self-study
1.00 Credits
Member Price: $49
Casualty and theft losses Federally declared disaster areas for 2020 Cost segregation in 2020 Taxation of virtual currency (as of 12/17/20)
Surgent's Weekly Expert Hour (Original Air Date: 5/06/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
The American Families Plan Estate of Michael Jackson v. Commissioner PPP loan forgiveness Section 1244 losses
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: 5/13/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
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)
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: 5/20/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
COBRA continuation coverage Coronavirus-related distributions (CRDs) Using Form 8915-E Changes brought about by the Consolidated Appropriations Act of 2021
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: 5/27/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
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)
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: 6/02/22)
Available Until
Self-study
1.00 Credits
Member Price: $49
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
Surgent's Weekly Expert Hour (Original Air Date: 6/03/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
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
Surgent's Weekly Expert Hour (Original Air Date: 6/09/22)
Available Until
Self-study
1.00 Credits
Member Price: $49
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
Surgent's Weekly Expert Hour (Original Air Date: 6/10/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
SALT relief Tax basis capital reporting Remote workforce issues Update on the Section 121 Exclusion Takeaways from Coca-Cola v. Commissioner