CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 1/07/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
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
Online
1.00 Credits
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: 1/14/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
The second Economic Impact Payment Brett John Ball v. Commissioner of Internal Revenue Section 965 transition tax Time collection options for employers
Surgent's Weekly Expert Hour (Original Air Date: 1/20/22) - On-Demand Webcast
Available Until
Online
1.00 Credits
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: 1/21/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
ERC rules prior to the CAA changes Taxation of virtual currency (as of 1/21/21) Non-convertible in-game currencies SECURE Act as of 1/21/21
Surgent's Weekly Expert Hour (Original Air Date: 1/27/22) - On-Demand Webcast
Available Until
Online
1.00 Credits
Letter 6419 Form 1099-K reporting by third party settlement organizations Preparing for filing season
Surgent's Weekly Expert Hour (Original Air Date: 1/28/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
FinCEN Notice 2020-2 (12/31/2020) Revenue Procedure 2020-54 IRS Notice 2021-13 Remote workforce issues Recent changes to federal energy incentive programs – 179D and 45L (as of 1/28/21)
Surgent's Weekly Expert Hour (Original Air Date: 10/01/20) - On-Demand Webcast
Available Until
Online
1.00 Credits
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
Online
1.00 Credits
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
Online
1.00 Credits
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: 10/14/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
Increase for Social Security recipients New 2021 draft tax forms (as of 10/14/21): Form 1040 - Schedule 1, Schedule 2, and Schedule 3 The 4% rule: is this the best approach to sustainable retirement spending Commercial real estate tax strategies: a refresher for tax year 2021
Surgent's Weekly Expert Hour (Original Air Date: 10/15/20) - On-Demand Webcast
Available Until
Online
1.00 Credits
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: 10/21/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
Legislative update (as of 10/21/21) TIGTA report #2021-30-042 Tax aspects of selling a home
Surgent's Weekly Expert Hour (Original Air Date: 10/22/20) - On-Demand Webcast
Available Until
Online
1.00 Credits
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: 10/28/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
Details of the Build Back Better framework announced by President Biden (as of 10/28/21) The IRS' responses to questions about rehires following bona fide retirement and in-service distributions Employee Retention Tax Credit – 2020 and 2021 legislation Medicare plans, parts, and costs
Surgent's Weekly Expert Hour (Original Air Date: 10/29/20) - On-Demand Webcast
Available Until
Online
1.00 Credits
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: 11/04/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
The IRS' responses to questions about rehires following bona fide retirement and in-service distributions Proposed Build Back Better legislation (as of 11/04/21) Tax aspects of selling a home Changes to IRC Section 41 Research Credit Refund Claims
Surgent's Weekly Expert Hour (Original Air Date: 11/05/20) - On-Demand Webcast
Available Until
Online
1.00 Credits
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: 11/11/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
Infrastructure Investment and Jobs Act (as of 11/11/21) Q&As regarding the Employee Retention Credit (ERC) Audit Reconsideration
Surgent's Weekly Expert Hour (Original Air Date: 11/12/20) - On-Demand Webcast
Available Until
Online
1.00 Credits
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?
