CPE Catalog & Events
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: 7/11/24)
Available Until
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)
Available Until
TBD
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
TBD
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: 7/18/24)
Available Until
TBD
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)
Available Until
TBD
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
TBD
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: 7/23/20)
Available Until
TBD
1.00 Credits
Member Price: $49
PPP loans (as of 7/23/20) Notice 2020-54 Labor law issues relating to the coronavirus pandemic Partnership developments (as of 7/23/20)
Surgent's Weekly Expert Hour (Original Air Date: 7/25/24)
Available Until
TBD
1.00 Credits
Member Price: $49
IRS finalization of RMD regulations Disaster tax relief, especially relating to retirement plans and IRAs Discussion of US Supreme Court's overturn of Chevron U.S.A., Inc v. Natural Resources Defense Council, Inc.
Surgent's Weekly Expert Hour (Original Air Date: 7/29/21)
Available Until
TBD
1.00 Credits
Member Price: $49
SBA PPP Direct Forgiveness Portal Roth IRAs and businesses Forms 3508S, 3508 EZ, and 3508 IRS Notice 2021-20 S corporations and reasonable compensation
Surgent's Weekly Expert Hour (Original Air Date: 7/30/20)
Available Until
TBD
1.00 Credits
Member Price: $49
TD 9905 PTINs IRS guidance on recapture of excess employment tax credits (TD 9904 and REG-111879-20) Notice 2020-51
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: 8/06/20)
Available Until
TBD
1.00 Credits
Member Price: $49
Revenue Procedure 2003-16 Tax treatment of carried interests IRS Notice 2020-43 Helping your clients make wise use of their health care dollars Basic estate planning
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: 8/13/20)
Available Until
TBD
1.00 Credits
Member Price: $49
Section 163(j) final regulations (as of 8/13/20) IRS Notice 2020-59 Revenue Procedure 2020-22 Revenue Procedure 2020-25
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