CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 7/3/25)
Available Until
TBD
1.00 Credits
Member Price: $49
Comparison between Senate and House versions of the OBBB Act Expectation of TCJA provisions extension Discussion of provisions including the qualified business income deduction, 529 account expenses, and asset expensing
Surgent's Weekly Expert Hour (Original Air Date: 7/31/25)
Available Until
TBD
1.00 Credits
Member Price: $49
Federal Scholarship Tax Credit Research and Experimentation (R&E) Deduction changes Charitable Contribution Deduction
Surgent's Weekly Expert Hour (Original Air Date: 7/7/22)
Available Until
TBD
1.00 Credits
Member Price: $49
2022 midterms E-Filing Recent and proposed changes regarding standard mileage rates, the TCJA, cryptocurrency, and electronically amending returns Important Tax Reminders for People Selling a Home: Tax Tip 2022-78 Transparency in Coverage Rule (Final Rule)
Surgent's Weekly Expert Hour (Original Air Date: 8/05/21)
Available Until
TBD
1.00 Credits
Member Price: $49
Tax basis capital account reporting required for 2020 and after Tax Pro Account QR codes attached to IRS notices 1031 exchanges
Surgent's Weekly Expert Hour (Original Air Date: 8/1/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Discussion of the 2024 presidential race reset 2024 Tax Legislation Update Transfer and direct pay of energy credits
Surgent's Weekly Expert Hour (Original Air Date: 8/12/21)
Available Until
TBD
1.00 Credits
Member Price: $49
Child Tax Credit update (as of 8/12/21) Revenue Procedure 2021-33 How to use an annuity What tax practitioners need to be aware of regarding the Champlain Towers condo collapse
Surgent's Weekly Expert Hour (Original Air Date: 8/14/25)
Available Until
TBD
1.00 Credits
Member Price: $49
Legal Obligations and Individual Responsibilities of RMDs SALT Limitation and the PTET Qualified Production Property Rules
Surgent's Weekly Expert Hour (Original Air Date: 8/15/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Creative retirement plan designs to obtain the section 199A deductions Top 8 for qualified charitable distributions (QCD) Discussion of educational assistance programs offered by employers The employer-provided childcare tax credit
Surgent's Weekly Expert Hour (Original Air Date: 8/19/21)
Available Until
TBD
1.00 Credits
Member Price: $49
Election used in determining whether an entity is a syndicate Tax Pro Account Revenue Procedure 2021-33 Notice 2021-49 – Guidance on the ERTC
Surgent's Weekly Expert Hour (Original Air Date: 8/21/25)
Available Until
TBD
1.00 Credits
Member Price: $49
Trump Accounts Form 1099 Issues Form 1099-K
Surgent's Weekly Expert Hour (Original Air Date: 8/22/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Forms of stock-based compensation and their taxation Statistics concerning HSAs , including average balance by household income Medicare changes in 2025
Surgent's Weekly Expert Hour (Original Air Date: 8/26/21)
Available Until
TBD
1.00 Credits
Member Price: $49
Which states are taxing forgiven PPP loans? Update on draft 2021 forms (as of 8/26/21) Medicare overview Child and dependent care expenses/advance child tax credit payments Deductibility of conservation easements
Surgent's Weekly Expert Hour (Original Air Date: 8/28/25)
Available Until
TBD
1.00 Credits
Member Price: $49
Charitable planning with the implementation of OBBBA The impact of OBBBA on tax-exempt organizations Portability and estate planning
Surgent's Weekly Expert Hour (Original Air Date: 8/29/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Social Security updates in 2024 Overview of spouse beneficiary options Updated Corporate Transparency Act FAQs as of July 2024
Surgent's Weekly Expert Hour (Original Air Date: 8/7/25)
Available Until
TBD
1.00 Credits
Member Price: $49
Trump Accounts Tax reporting of Trump account contributions Report of Foreign Bank and Financial Accounts (FBAR) update
Surgent's Weekly Expert Hour (Original Air Date: 8/8/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Is preparing beneficial owner information (BOI) reports the unauthorized practice of law? Details concerning IRS settlement offer letters sent to certain taxpayers who participated in Syndicated Conservation Easement transactions Stock Buyback Tax Updates on the Residential Clean Energy Credit and Energy Efficient Home Improvement Credit
Surgent's Weekly Expert Hour (Original Air Date: 9/02/21)
Available Until
TBD
1.00 Credits
Member Price: $49
S corporation PPP loan forgiveness Tax issues related to remote workers Family offices: an overview Investing in bitcoin and cryptocurrency
Surgent's Weekly Expert Hour (Original Air Date: 9/09/21)
Available Until
TBD
1.00 Credits
Member Price: $49
IRS letter commenting on PPP loan treatment for pass-through entities Tax relief for hurricane and flood victims Tax-exempt property: determining the appropriate class lives
Surgent's Weekly Expert Hour (Original Air Date: 9/11/25)
Available Until
TBD
1.00 Credits
Member Price: $49
An overview of the 2026 Form W-2 draft FS-2025-05 A discussion of tax scams and false tax credit claims
Surgent's Weekly Expert Hour (Original Air Date: 9/12/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Rollover and transfer rules for IRA beneficiaries Discussion of beneficiary movements Two-year report on the Inflation Reduction Act