CPE Catalog
Surgent's Weekly Expert Hour (Original Air Date: 10/01/20)
Available Until
Online
1.00 Credits
Member Price: $49
PPP loan forgiveness update (as of 10/01/20) Identity Protection PIN (IP PIN) Late filing penalties and small partnership relief (as of 10/01/20) FFCRA DOL FAQs 91 through 103
Surgent's Weekly Expert Hour (Original Air Date: 10/03/24)
Available Until
Online
1.00 Credits
Member Price: $49
IR-2024-253: Hurricane Helene Disaster Relief Discussion of Varian Medical Systems, Inc. and Subsidiaries v. Commissioner court case IRS Form 7217
Surgent's Weekly Expert Hour (Original Air Date: 10/10/24)
Available Until
Online
1.00 Credits
Member Price: $49
Latest update concerning HSAs Letter 105-C and the Employee Retention Credit (ERC) FinCEN's Beneficial Ownership Information (BOI) Reports Qualified Rollover Contributions
Surgent's Weekly Expert Hour (Original Air Date: 10/17/24)
Available Until
Online
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: 10/24/24)
Available Until
Online
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: 10/31/24)
Available Until
Online
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: 11/14/24)
Available Until
Online
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: 11/21/24)
Available Until
Online
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: 1/16/25)
Available Until
Online
1.00 Credits
Member Price: $49
Review of HSA rules Highlights of the National Taxpayer Advocate Annual Review conclusions Student loan repayment trends and updates
Surgent's Weekly Expert Hour (Original Air Date: 12/12/24)
Available Until
Online
1.00 Credits
Member Price: $49
Policy Surrenders vs. sales in the Life Settlement Market Overview of depreciation basics Installment Method of Accounting
Surgent's Weekly Expert Hour (Original Air Date: 1/2/25)
Available Until
Online
1.00 Credits
Member Price: $49
IRA MAGI Limits for contributions Backdoor Roth IRA contributions Overview of basis shifting Breakdown of Otay Project LP v. Commissioner
Surgent's Weekly Expert Hour (Original Air Date: 1/23/25)
Available Until
Online
1.00 Credits
Member Price: $49
IRS updates to FAQs about the Qualified Energy Efficient Home Improvement Credit and the Residential Clean Energy Property Credit Expected outlook for markets and economy Tips for 2024 reporting of 1099-R
Surgent's Weekly Expert Hour (Original Air Date: 12/5/24)
Available Until
Online
1.00 Credits
Member Price: $49
2024 post-election updates Required minimum distributions for owners and IRA beneficiaries Signing up for an IP PIN and other IRS-related topics
Surgent's Weekly Expert Hour (Original Air Date: 5/12/22)
Available Until
Online
1.00 Credits
Member Price: $49
IRS Letter 6419 Excess business losses refresher Schedules K-2 and K-3
Surgent's Weekly Expert Hour (Original Air Date: 5/16/24)
Available Until
Online
1.00 Credits
Member Price: $49
Overview of Medicare in 2024 179D deduction New IRS guidance regarding the stock buyback tax
Surgent's Weekly Expert Hour (Original Air Date: 5/19/22)
Available Until
Online
1.00 Credits
Member Price: $49
Revised threshold amount for filing Form 1099-K 2022 legislative agenda 2023 HSA contribution limits Busy season issues
Surgent's Weekly Expert Hour (Original Air Date: 5/2/24)
Available Until
Online
1.00 Credits
Member Price: $49
Crummey Trusts CTA legal challenges Ban on non-compete agreements New overtime rules
Surgent's Weekly Expert Hour (Original Air Date: 5/23/24)
Available Until
Online
1.00 Credits
Member Price: $49
Guidelines for HSAs and long-term care Transfer and direct pay of energy credits Overview of the Dirty Dozen
Surgent's Weekly Expert Hour (Original Air Date: 5/26/22)
Available Until
Online
1.00 Credits
Member Price: $49
Inflation Adjusted U.S. Savings Bonds (I Bonds) Virtual Currency Transactions for 2021 Making a Late Section 754 Election Changes Affecting Tax Year 2021 Tax Returns Interest Rates and Lapse Assumptions
Surgent's Weekly Expert Hour (Original Air Date: 5/30/24)
Available Until
Online
1.00 Credits
Member Price: $49
Discussion of Medicare issues IRS Free File Program extension Overview of Gage v. Commissioner and Bright v. Commissioner