CPE Catalog & Events
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)
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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)
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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)
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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)
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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)
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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)
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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)
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TBD
1.00 Credits
Member Price: $49
Estimated tax: Requirements and penalties SIMPLE IRA overview and deadlines New IRS developments
Surgent's Weekly Expert Hour (Original Air Date: 7/14/22)
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1.00 Credits
Member Price: $49
Tax legislation U.S. Court of Appeals for 10th Circuit ruling on Reserve Mechanical Corp v. IRS PLR 202226003 Portability and Revenue Procedure 2022-32 Foreign Bank Account Report (FBAR) Cost segregation Examples of qualifying assets
Surgent's Weekly Expert Hour (Original Air Date: 7/15/21)
Available Until
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1.00 Credits
Member Price: $49
Advance Child Tax Credit payments 7/1/2021 Interim Final Regs on the No Surprises Act How inflation affects depreciation tax planning Preparing for inflation Tax timing issues
Surgent's Weekly Expert Hour (Original Air Date: 7/17/25)
Available Until
TBD
1.00 Credits
Member Price: $49
What's new in IRAs New 1099-Q for 2025 Tracking of Qualified Charitable Distributions Strategies to plan for the rest of the year
Surgent's Weekly Expert Hour (Original Air Date: 7/18/24)
Available Until
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1.00 Credits
Member Price: $49
Cryptocurrency legislative update Distributions for Emergency Personal Expense Distributions Domestic Abuse Victim Distributions Section 179D deduction
Surgent's Weekly Expert Hour (Original Air Date: 7/21/22)
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1.00 Credits
Member Price: $49
Tax legislation appears to be unlikely any time soon Recent Tax Court rulings of note The ERC and other information related to COVID-19 relief for employers
Surgent's Weekly Expert Hour (Original Air Date: 7/22/21)
Available Until
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1.00 Credits
Member Price: $49
Pre-COVID trends in Social Security claiming Roth IRAs and businesses Tax Pro Account Update on the Child Credit (as of 7/22/21)
Surgent's Weekly Expert Hour (Original Air Date: 7/24/25)
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1.00 Credits
Member Price: $49
Changes in the Tax Laws Impacting Gamblers HR-1: Bonus Depreciation HSA Changes in OBBB Act