CPE Catalog
Chronological events are listed below the Featured events.
We are pleased to offer live CPE seminars throughout the year. These are virtual presentations with a live instructor allowing for live interaction. These seminars are listed in the Seminars tab below.
Surgent's Federal Tax Camp -Virtual
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Virtual
8.00 Credits
Member Price: $339
Tax practitioners have been hard-pressed to keep up with recent legislation and new IRS guidance. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season, as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.
The Essential Multistate Tax Update
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Virtual
4.00 Credits
Member Price: $169
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance. This seminar is a live presentation that is being offered virtually. There will be real time interaction with the instructor.
The Complete Trust Workshop
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Virtual
8.00 Credits
Member Price: $319
The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform. Clients will be eager to review their estate plans in light of recent and proposed legislation.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Virtual
8.00 Credits
Member Price: $319
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation. This seminar is a live presentation that is being offered virtually. There will be real time interaction with the instructor.
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
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Virtual
8.00 Credits
Member Price: $319
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.