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CPE Catalog & Events

Showing 434 Self Study/On Demand Results

Surgent's Weekly Expert Hour (Original Air Date: 11/12/20) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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: 11/18/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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: 12/02/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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: 12/16/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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: 5/06/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

The American Families Plan Estate of Michael Jackson v. Commissioner PPP loan forgiveness Section 1244 losses

Surgent's Weekly Expert Hour (Original Air Date: 5/13/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

The American Families Plan Paycheck Protection Program Estate of Michael Jackson v. Commissioner Outlook for the economy and markets (as of 5/13/21) Secure Act 2.0 pending legislation (as of 5/13/21)

Surgent's Weekly Expert Hour (Original Air Date: 5/20/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

COBRA continuation coverage Coronavirus-related distributions (CRDs) Using Form 8915-E Changes brought about by the Consolidated Appropriations Act of 2021

Surgent's Weekly Expert Hour (Original Air Date: 5/27/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

The American Families Plan Tax Compliance Agenda (as of 5/27/21) IRS Notice 2021-31 Pitfalls to avoid when moving IRA assets for beneficiaries New Form 14457 and accompanying Instructions Options to resolve taxpayer noncompliance related to foreign income or assets Updated Voluntary Disclosure Program (UVDP)

Surgent's Weekly Expert Hour (Original Air Date: 6/03/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

A detailed discussion of the Biden Administration’s Fiscal Year 2022 Revenue Proposals as of 6/3/21, including: The American Jobs Plan The American Families Plan Reforming the taxation of capital income Improving tax compliance

Surgent's Weekly Expert Hour (Original Air Date: 6/10/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

SALT relief Tax basis capital reporting Remote workforce issues Update on the Section 121 Exclusion Takeaways from Coca-Cola v. Commissioner

Surgent's Weekly Expert Hour (Original Air Date: 6/17/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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: 6/24/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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: 7/01/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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: 7/15/21) On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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