CPE Catalog
Surgent's Weekly Expert Hour (Original Air Date: 7/14/22)
Available Until
Online
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
Surgent's Weekly Expert Hour (Original Air Date: 7/18/24)
Available Until
Online
1.00 Credits
Member Price: $49
Cryptocurrency legislative update Distributions for Emergency Personal Expense Distributions Domestic Abuse Victim Distributions Section 179D deduction
Surgent's Weekly Expert Hour (Original Air Date: 7/21/22)
Available Until
Online
1.00 Credits
Member Price: $49
Tax legislation appears to be unlikely any time soon Recent Tax Court rulings of note The ERC and other information related to COVID-19 relief for employers
Surgent's Weekly Expert Hour (Original Air Date: 7/23/20)
Available Until
Online
1.00 Credits
Member Price: $49
PPP loans (as of 7/23/20) Notice 2020-54 Labor law issues relating to the coronavirus pandemic Partnership developments (as of 7/23/20)
Surgent's Weekly Expert Hour (Original Air Date: 7/25/24)
Available Until
Online
1.00 Credits
Member Price: $49
IRS finalization of RMD regulations Disaster tax relief, especially relating to retirement plans and IRAs Discussion of US Supreme Court's overturn of Chevron U.S.A., Inc v. Natural Resources Defense Council, Inc.
Surgent's Weekly Expert Hour (Original Air Date: 7/7/22)
Available Until
Online
1.00 Credits
Member Price: $49
2022 midterms E-Filing Recent and proposed changes regarding standard mileage rates, the TCJA, cryptocurrency, and electronically amending returns Important Tax Reminders for People Selling a Home: Tax Tip 2022-78 Transparency in Coverage Rule (Final Rule)
Surgent's Weekly Expert Hour (Original Air Date: 8/1/24)
Available Until
Online
1.00 Credits
Member Price: $49
Discussion of the 2024 presidential race reset 2024 Tax Legislation Update Transfer and direct pay of energy credits
Surgent's Weekly Expert Hour (Original Air Date: 8/15/24)
Available Until
Online
1.00 Credits
Member Price: $49
Creative retirement plan designs to obtain the section 199A deductions Top 8 for qualified charitable distributions (QCD) Discussion of educational assistance programs offered by employers The employer-provided childcare tax credit
Surgent's Weekly Expert Hour (Original Air Date: 8/22/24)
Available Until
Online
1.00 Credits
Member Price: $49
Forms of stock-based compensation and their taxation Statistics concerning HSAs , including average balance by household income Medicare changes in 2025
Surgent's Weekly Expert Hour (Original Air Date: 8/29/24)
Available Until
Online
1.00 Credits
Member Price: $49
Social Security updates in 2024 Overview of spouse beneficiary options Updated Corporate Transparency Act FAQs as of July 2024
Surgent's Weekly Expert Hour (Original Air Date: 8/8/24)
Available Until
Online
1.00 Credits
Member Price: $49
Is preparing beneficial owner information (BOI) reports the unauthorized practice of law? Details concerning IRS settlement offer letters sent to certain taxpayers who participated in Syndicated Conservation Easement transactions Stock Buyback Tax Updates on the Residential Clean Energy Credit and Energy Efficient Home Improvement Credit
Surgent's Weekly Expert Hour (Original Air Date: 9/12/24)
Available Until
Online
1.00 Credits
Member Price: $49
Rollover and transfer rules for IRA beneficiaries Discussion of beneficiary movements Two-year report on the Inflation Reduction Act
Surgent's Weekly Expert Hour (Original Air Date: 9/19/24)
Available Until
Online
1.00 Credits
Member Price: $49
Discussion of the continuing struggle for FAFSA simplification Form 1099-K and crowdfunding online Anti-money laundering regulations for residential real estate transfers An overview of the expiring TCJA provisions
Surgent's Weekly Expert Hour (Original Air Date: 9/26/24)
Available Until
Online
1.00 Credits
Member Price: $49
The Retirement Security Rule and fiduciary regulations IRS Notice 2024-63: Employer matching contributions made to retirement plans related to employee student loan payments Discussion of findings of the Treasury Inspector General for Tax Administration Updates to the IRS Form 1099-DA draft version
Surgent's Weekly Expert Hour (Original Air Date: 9/5/24)
Available Until
Online
1.00 Credits
Member Price: $49
Latest update concerning the Employee Retention Credit (ERC) Discussion of common signs of an incorrect ERC claim Status of the real estate profession, due to recent National Association of Realtors (NAR) settlements
Surging Auditors: Daily Dilemmas
Available Until
Online
1.00 Credits
Member Price: $49
The importance of proper documentation of workpapers Meeting firm-mandated ethical requirements Independence issues related to client relationships Client engagement and entertainment Accurate and complete reporting of time
Surging Auditors: Internal Out of Control
Available Until
Online
1.00 Credits
Member Price: $49
Refresher on understanding internal controls When testing internal controls is required When testing of internal controls is an effective strategy to reduce substantive testing Designing tests of controls Responses when deviations are discovered in the design or operating effectiveness of internal control
Surging Auditors: Professional Skeptic
Available Until
Online
1.00 Credits
Member Price: $49
Demonstrating professional skepticism Assessing audit evidence Responding to contradictory evidence Assessing the sufficiency of audit evidence
Surging Auditors: Revenue Rush
Available Until
Online
1.00 Credits
Member Price: $49
Application of ASC 606 to contractual situations Identifying key information necessary to apply ASC 606 Assessing compliance with the guidance of ASC 606
Surging Auditors: Searching for Unrecorded Liabilities
Available Until
Online
1.00 Credits
Member Price: $49
Optimal resource requests to support an appropriate search for unrecorded liabilities Tracing transactions to the detail to identify whether liabilities are properly recorded Evaluation of evidence to meet management’s assertions