CPE Catalog & Events
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: 10/16/25)
Available Until
Online
1.00 Credits
Member Price: $49
Taxation of opportunity zones Current economic outlook IRS Notice 2025-50
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: 10/2/25)
Available Until
Online
1.00 Credits
Member Price: $49
SECURE 2.0, IRS Notice 2023-62, Final Regulations (September 2025) Alternative assets for 401(k) investors and new proposed regulations on tipping Proposed regulations under Section 224 issued 09/22/25 relating to qualified tips
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: 10/30/25)
Available Until
Online
1.00 Credits
Member Price: $49
New tip rules Tips and overtime update No tax on overtime
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: 11/13/25)
Available Until
Online
1.00 Credits
Member Price: $49
End of government shutdown New or enhanced deductions in OBBBA Instructions for reporting tip and overtime income
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: 11/6/25)
Available Until
Online
1.00 Credits
Member Price: $49
OBBBA student loan repayment transition IRS Notice 2025-57 and transitional relief for reporting car loan interest Updated Form 1099-K frequently asked questions
Surgent’s Weekly Expert Hour (Original Air Date: 12/11/25)
Available Until
Online
1.00 Credits
Member Price: $49
2025 Year-End Planning Tips for IRAs and Employer Plans A QCD Counts Toward RMD if Done Before RMD Is Satisfied New IRS Developments
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: 12/4/25)
Available Until
Online
1.00 Credits
Member Price: $49
IRS Math and Taxpayer Help Act Guidance for Tax Year 2025 FLSA Coverage
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: 5/1/25)
Available Until
Online
1.00 Credits
Member Price: $49
Discussion of potential contents of the "big , beautiful" tax bill The resumption of federal student loan collections Impact of expiring TCJA provisions Budget reconciliation
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: 5/15/25)
Available Until
Online
1.00 Credits
Member Price: $49
Proposed provisions included in the "one big, beautiful bill" Extension of TCJA provisions MAGA accounts Termination of federal clean energy tax credits
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