CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 6/02/22)
Available Until
TBD
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
TBD
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
TBD
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
TBD
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
Surgent's Weekly Expert Hour (Original Air Date: 6/12/25)
Available Until
TBD
1.00 Credits
Member Price: $49
Progress on the House Budget Reconciliation Bill Updates and changes to Health Savings Accounts (HSAs) Soroban Capital Partners LP v. Commissioner
Surgent's Weekly Expert Hour (Original Air Date: 6/13/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Global economic outlook: inflation, interest rates, and more Defining employees versus independent contractors Inheritance planning and the Great Wealth Transfer
Surgent's Weekly Expert Hour (Original Air Date: 6/16/22)
Available Until
TBD
1.00 Credits
Member Price: $49
The IRS "Dirty Dozen" list for 2022, which includes potentially abusive arrangements that taxpayers should avoid Potential tax developments and legislation, IRS proposed regulations, and major rulings as of June 16, 2022 Hybrid/asset-based long-term care insurance solutions
Surgent's Weekly Expert Hour (Original Air Date: 6/17/21)
Available Until
TBD
1.00 Credits
Member Price: $49
IRS Publication 590-B – 10-Year Rule What the IRS does when it receives a tax return Update on Form 7200 (as of 6/17/21) Discussion of the updated draft of Form 941 (as of 6/17/21) Notice 2020-75
Surgent's Weekly Expert Hour (Original Air Date: 6/20/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Current reports on HSAs Bond laddering Cost segregation
Surgent's Weekly Expert Hour (Original Air Date: 6/23/22)
Available Until
TBD
1.00 Credits
Member Price: $49
IRS processing of original tax returns filed in 2021 Tax Cuts and Jobs Act (TCJA) changes Proposed cryptocurrency bill The No Surprises Act Corporate Transparency Act Inflation
Surgent's Weekly Expert Hour (Original Air Date: 6/24/21)
Available Until
TBD
1.00 Credits
Member Price: $49
What to do if you haven't received your refund What the IRS does when it receives a tax return Tax planning and items that reduce AGI What you need to know about Medicare
Surgent's Weekly Expert Hour (Original Air Date: 6/26/25)
Available Until
TBD
1.00 Credits
Member Price: $49
Comparison of House and Senate versions of the OBBB Trump Accounts Proposed Section 899
Surgent's Weekly Expert Hour (Original Air Date: 6/27/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Income & IRMAA: mitigating Social Security benefit erosion Connelly vs. IRS court case discussion FinCEN Updates
Surgent's Weekly Expert Hour (Original Air Date: 6/30/22)
Available Until
TBD
1.00 Credits
Member Price: $49
Section 754 Section 734(b) and §743(b) Adjustments Charitable contributions and commodities R&D tax credits
Surgent's Weekly Expert Hour (Original Air Date: 6/5/25)
Available Until
TBD
1.00 Credits
Member Price: $49
Making the Tax Cuts and Jobs Act provisions permanent Extending the special depreciation allowance (bonus) for certain property Raising the SALT cap to $40,000 with an income phase-out of $500,000 Deducting domestic research and experimental expenditures Creating a new class of property, qualified production property Increasing the maximum amount a taxpayer may expense under Section 179 to $2.5 million
Surgent's Weekly Expert Hour (Original Air Date: 6/6/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Washington updates: Inflation status, Presidential race, House and Senate statuses, and more The extension of the waiver of excise tax for inherited IRAs SECURE Act 1.0's waiver of excise tax for RMDs
Surgent's Weekly Expert Hour (Original Air Date: 7/01/21)
Available Until
TBD
1.00 Credits
Member Price: $49
Emergency Rental Assistance The Social Security Administration's Business Services Online (BSO) Portal What you need to know about the monthly Child Tax Credit payments starting in July 2021 What the IRS does when it receives a tax return What you need to know about returning to the office
Surgent's Weekly Expert Hour (Original Air Date: 7/08/21)
Available Until
TBD
1.00 Credits
Member Price: $49
Global Minimum Tax Common tax scams and how to avoid them What the IRS does when it receives a tax return Employee benefits options
Surgent's Weekly Expert Hour (Original Air Date: 7/10/25)
Available Until
TBD
1.00 Credits
Member Price: $49
Trump Savings Account "No tax on tips" No tax on overtime
Surgent's Weekly Expert Hour (Original Air Date: 7/11/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Estimated tax: Requirements and penalties SIMPLE IRA overview and deadlines New IRS developments