CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 10/14/21)
Available Until
TBD
1.00 Credits
Member Price: $49
Increase for Social Security recipients New 2021 draft tax forms (as of 10/14/21): Form 1040 - Schedule 1, Schedule 2, and Schedule 3 The 4% rule: is this the best approach to sustainable retirement spending Commercial real estate tax strategies: a refresher for tax year 2021
Surgent's Weekly Expert Hour (Original Air Date: 10/16/25)
Available Until
TBD
1.00 Credits
Member Price: $49
Taxation of opportunity zones Current economic outlook IRS Notice 2025-50
Surgent's Weekly Expert Hour (Original Air Date: 10/17/24)
Available Until
TBD
1.00 Credits
Member Price: $49
The 4-part test to determine R&D tax credit eligibility A discussion of FSA, HSA, and DCB accounts IRS taxation rules related to insurance policies
Surgent's Weekly Expert Hour (Original Air Date: 10/2/25)
Available Until
TBD
1.00 Credits
Member Price: $49
SECURE 2.0, IRS Notice 2023-62, Final Regulations (September 2025) Alternative assets for 401(k) investors and new proposed regulations on tipping Proposed regulations under Section 224 issued 09/22/25 relating to qualified tips
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