CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 1/06/22) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The status of the Build Back Better Act as of 1/6/22 IRS Letters 6419 and 6475 Update on disaster relief as of 1/6/22 Individual health insurance in 2022
Surgent's Weekly Expert Hour (Original Air Date: 1/07/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Highlights of new end-of-2020 tax legislation Donor-advised funds Key themes for the economy and markets in 2021 Retirement income planning
Surgent's Weekly Expert Hour (Original Air Date: 1/13/22) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Child Tax Credit Form 7203, "S Corporation Shareholder Stock and Debt Basis Limitations" Carried interests IRS News Release 2021-217 – How to be prepared for filing 2021 returns in 2022 IRS Notice 2022-1 – IRS guidance regarding reporting of discharged student debt
Surgent's Weekly Expert Hour (Original Air Date: 1/20/22) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The Employee Retention Tax Credit overview and update (as of 1/20/22) What accountants want to know about the American economy looking forward to 2022 The No Surprises Act
Surgent's Weekly Expert Hour (Original Air Date: 1/27/22) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Letter 6419 Form 1099-K reporting by third party settlement organizations Preparing for filing season
Surgent's Weekly Expert Hour (Original Air Date: 10/01/20) - On-Demand Webcast
Available Until
TBD
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: 10/07/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Update on tax legislation (as of 10/7/21) Medicare reimbursements and balance billing When does it make economic sense to claim Social Security?
Surgent's Weekly Expert Hour (Original Air Date: 10/08/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
TIGTA Audit Report No. 2020-30-056 Regulations under Section 274 relating to deducting meal and entertainment expenses (October 2020) PPP loan forgiveness (as of 10/08/20)
Surgent's Weekly Expert Hour (Original Air Date: 10/15/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
SBA Form 3508S Closing a sole proprietorship with one or more employees Applying for Social Security benefits: common "odd" cases Professional employer organizations (PEOs)
Surgent's Weekly Expert Hour (Original Air Date: 10/22/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Excepted benefit HRAs – Revenue Procedure 2020-43 T.D. 9923: final regulations concerning ABLE accounts New DOL proposed rule ( September 2020) on classifying workers as employees or independent contractors Like-kind exchange rules post TCJA
Surgent's Weekly Expert Hour (Original Air Date: 10/29/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Taxpayer Advocate Service (TAS) COVID-19 Business Tax Relief Tool 2021 retirement plan limits State tax issues: out-of-state commuters, nexus, convenience rules, telecommuting American economic policies in practice over the years
Surgent's Weekly Expert Hour (Original Air Date: 11/05/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Changes to the Main Street Lending Program PPP Loan Necessity Questionnaires RMD rules for those continuing to work beyond age 72 Health insurance and Medicare: new challenges for 2021
Surgent's Weekly Expert Hour (Original Air Date: 11/12/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
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: 11/19/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
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: 12/03/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
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: 12/10/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
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: 12/17/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
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: 5/12/22) - On-Demand Webcast
Available Until
TBD
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: 5/19/22) - On-Demand Webcast
Available Until
TBD
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: 5/26/22) - On-Demand Webcast
Available Until
TBD
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