CPE Catalog
Surgent's Weekly Expert Hour (Original Air Date: 5/5/22)
Available Until
Online
1.00 Credits
Member Price: $49
Secure Act proposed regulations New RMD rules Outlook for the economy and markets
Surgent's Weekly Expert Hour (Original Air Date: 5/9/24)
Available Until
Online
1.00 Credits
Member Price: $49
Student loan repayment & forgiveness updates Current U.S. economic outlook discussion Corporate Transparency Act
Surgent's Weekly Expert Hour (Original Air Date: 6/02/22)
Available Until
Online
1.00 Credits
Member Price: $49
IRS news releases and Fact Sheets as of June 2, 2022 Key tax law changes affecting the 2022 filing season and Tax Year 2021 tax returns Charitable contributions Congressional Budget Office projections, 2022 to 2023
Surgent's Weekly Expert Hour (Original Air Date: 6/09/22)
Available Until
Online
1.00 Credits
Member Price: $49
Potential tax developments, IRS proposed regulations, and major rulings as of June 9, 2022 Social Security: Pre-COVID trends, claiming spousal benefits R&E capitalization under Section 174
Surgent's Weekly Expert Hour (Original Air Date: 6/13/24)
Available Until
Online
1.00 Credits
Member Price: $49
Global economic outlook: inflation, interest rates, and more Defining employees versus independent contractors Inheritance planning and the Great Wealth Transfer
Surgent's Weekly Expert Hour (Original Air Date: 6/16/22)
Available Until
Online
1.00 Credits
Member Price: $49
The IRS "Dirty Dozen" list for 2022, which includes potentially abusive arrangements that taxpayers should avoid Potential tax developments and legislation, IRS proposed regulations, and major rulings as of June 16, 2022 Hybrid/asset-based long-term care insurance solutions
Surgent's Weekly Expert Hour (Original Air Date: 6/20/24)
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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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Online
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: 6/27/24)
Available Until
Online
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)
Available Until
Online
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: 6/6/24)
Available Until
Online
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: 7/11/24)
Available Until
Online
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
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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: 7/18/24)
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Online
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: 7/23/20)
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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
Online
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: 7/7/22)
Available Until
Online
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: 8/1/24)
Available Until
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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: 8/15/24)
Available Until
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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