CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 10/29/20)
Available Until
TBD
1.00 Credits
Member Price: $49
Taxpayer Advocate Service (TAS) COVID-19 Business Tax Relief Tool 2021 retirement plan limits State tax issues: out-of-state commuters, nexus, convenience rules, telecommuting American economic policies in practice over the years
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: 11/05/20)
Available Until
TBD
1.00 Credits
Member Price: $49
Changes to the Main Street Lending Program PPP Loan Necessity Questionnaires RMD rules for those continuing to work beyond age 72 Health insurance and Medicare: new challenges for 2021
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: 11/12/20)
Available Until
TBD
1.00 Credits
Member Price: $49
Treasury Decision 9930 and its effect on required minimum distributions Rev. Proc. 2020-50 guidance Data security Data retention: which documents should you keep and for how long?
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: 11/19/20)
Available Until
TBD
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: 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: 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: 12/03/20)
Available Until
TBD
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
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: 12/10/20)
Available Until
TBD
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: 12/12/24)
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: 12/17/20)
Available Until
TBD
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: 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
Surgent's Weekly Expert Hour (Original Air Date: 5/12/22)
Available Until
TBD
1.00 Credits
Member Price: $49
IRS Letter 6419 Excess business losses refresher Schedules K-2 and K-3