CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 10/21/21)
Available Until
TBD
1.00 Credits
Member Price: $49
Legislative update (as of 10/21/21) TIGTA report #2021-30-042 Tax aspects of selling a home
Surgent's Weekly Expert Hour (Original Air Date: 10/24/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Federal tax aid for victims of Hurricanes Helene and Milton Medicare open enrollment for 2025 Corporate Transparency Act
Surgent's Weekly Expert Hour (Original Air Date: 10/28/21)
Available Until
TBD
1.00 Credits
Member Price: $49
Details of the Build Back Better framework announced by President Biden (as of 10/28/21) The IRS' responses to questions about rehires following bona fide retirement and in-service distributions Employee Retention Tax Credit – 2020 and 2021 legislation Medicare plans, parts, and costs
Surgent's Weekly Expert Hour (Original Air Date: 10/30/25)
Available Until
TBD
1.00 Credits
Member Price: $49
New tip rules Tips and overtime update No tax on overtime
Surgent's Weekly Expert Hour (Original Air Date: 10/31/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Income-drive repayment methods Payroll research and development tax credit IRS tax inflation adjustments for tax year 2025
Surgent's Weekly Expert Hour (Original Air Date: 11/04/21)
Available Until
TBD
1.00 Credits
Member Price: $49
The IRS' responses to questions about rehires following bona fide retirement and in-service distributions Proposed Build Back Better legislation (as of 11/04/21) Tax aspects of selling a home Changes to IRC Section 41 Research Credit Refund Claims
Surgent's Weekly Expert Hour (Original Air Date: 11/11/21)
Available Until
TBD
1.00 Credits
Member Price: $49
Infrastructure Investment and Jobs Act (as of 11/11/21) Q&As regarding the Employee Retention Credit (ERC) Audit Reconsideration
Surgent's Weekly Expert Hour (Original Air Date: 11/13/25)
Available Until
TBD
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
TBD
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: 11/18/21)
Available Until
TBD
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: 11/21/24)
Available Until
TBD
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
TBD
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: 12/02/21)
Available Until
TBD
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: 12/09/21)
Available Until
TBD
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: 12/11/25)
Available Until
TBD
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
TBD
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: 12/16/21)
Available Until
TBD
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: 12/4/25)
Available Until
TBD
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
TBD
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: 5/06/21)
Available Until
TBD
1.00 Credits
Member Price: $49
The American Families Plan Estate of Michael Jackson v. Commissioner PPP loan forgiveness Section 1244 losses