CPE Catalog
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)
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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)
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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
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)
Available Until
Online
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