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Jun 12 2020
VIRTUAL - Securing a Comfortable Retirement in the Age of Spending
- CPE credits:
  8 hours - Specialized Knowledge, Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Specialized Knowledge, Taxes
- Instructor:
  Susan Smith
Nov 13 2020
VIRTUAL - Mastering Basis and Loss Limitations on Pass-Through Entities
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
- Instructor:
  Dennis P. Riley
Dec 04 2020
VIRTUAL - Surgent's Federal Tax Camp
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
- Instructor:
  Susan Smith

Jun 03 2020
Fringe Benefit Planning Under Tax Reform
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Jun 03 2020
Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms (1041)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 03 2020
Tax Cuts and Jobs Act: C Corp or Pass-Through - Choice of Entity Fruit Basket Upset - or Not?
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 03 2020
Surgent's Securing a Comfortable Retirement in the Age of Spending (SCRT)
- CPE credits:
  8 hours - Specialized Knowledge, Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Specialized Knowledge, Taxes
Jun 03 2020
Revising Your Estate Plan due to Tax Reform
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 03 2020
Tax Cuts and Jobs Act: Business and Cost Recovery - Moving Targets with All New Bulls-Eyes
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 03 2020
Nonprofit Taxation: Understanding the New Rules
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 03 2020
Tax Cuts and Jobs Act: Individuals and Investments - Deeper and Wider than Meets the Untrained Eye
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 03 2020
The Nuts and Bolts of High-End Planning Webcast | 4202323A
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 03 2020
Deducting Travel, Meals and Entertainment Expenses After Tax Reform
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
Jun 03 2020
Domicile Planning for your Client
- CPE credits:
  1 hour - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 03 2020
Surgent's Monthly Tax Update with Mike Tucker and Jeff Jacobs (TUJM)
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
Jun 03 2020
Small Business Stock Gains - Exclusion and Deferral Opportunities Webcast | 4204313A
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 03 2020
Partnership Essentials: Review and Update
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 03 2020
Surgent's Loan Forgiveness for Paycheck Protection Program Loans (PPP3)
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
- Field of Study:
  Taxes
Jun 03 2020
Surgent's Navigating Employee/Employer Conflicts in Times of Economic Distress (NECT)
- CPE credits:
  2 hours - Business Law, Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Business Law, Taxes
Jun 04 2020
Succession Planning for Business (and Real Estate, Farm and Ranch) Update - Saving the Goose that Lays the Golden Egg
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 04 2020
Tax Planning Based Upon Form 1040
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 04 2020
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
Jun 04 2020
Surgent's Section 163(j): Business Interest Limitation After TCJA (S163)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 04 2020
Draws By an Owner Employee from a Closely Held Business
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
Jun 04 2020
Reimbursing Expenses Under Accountable Reimbursement Plans - These Days, It's the Only Game in Town
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
Jun 04 2020
SECURE Act and Other 2019 Tax Legislation
- CPE credits:
  1 hour - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 04 2020
S Corporations: Allocation of Results Webcast | 4203335A
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Overview
- Field of Study:
  Taxes
Jun 04 2020
Everything that You Need to Know About the New Pass-Through Entity Rules (IRC 199A)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 04 2020
Reporting Program Service & Governance: 990 Parts III & VI
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Jun 04 2020
Reporting Fundraising Activities: 990 Part VIII & On
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Jun 05 2020
S Corporation Essentials: Stock and Loan Basis Reporting
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 05 2020
Revising and Expanding Charitable Planning Techniques
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
Jun 05 2020
Estate Administration Process - The Tax Practitioners Guide
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 05 2020
Construction Contractors: Accounting, Auditing, and Tax
- CPE credits:
  8 hours - Accounting, Auditing, Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Accounting, Auditing, Taxes
Jun 05 2020
The Best Federal Tax Update Course by Surgent (BFTU)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
Jun 05 2020
2019 Loss Limitation School - 461(l) Excess Business Losses, NOLs, 163(j), Basis, At-Risk and Passive Activity Losses
- CPE credits:
  3 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
Jun 05 2020
Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (BSP4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 05 2020
Recognizing and Correcting Failures in a Client's Estate Plan
- CPE credits:
  1 hour - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 05 2020
Surgent's Reducing Your Business Owner Clients' Exposure to Social Security and Self-Employment Taxes (REX
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 05 2020
Postmortem Estate Planning
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 05 2020
Tax-Exempt Organization and Form 990 Basics Webcast | 4202924A
- CPE credits:
  3.5 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Jun 05 2020
How State Lines Impact Estate, Tax, and Financial Planning
- CPE credits:
  1 hour - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Jun 05 2020
Surgent's Section 461(l): Loss Limitations After TCJA (S461)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 05 2020
COVID-19: Tax Related Developments - Part 2 (CARES ACT)
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 05 2020
Keeping your Clients out of IRS Jail
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Jun 06 2020
Divorce, Alimony and Property Settlements (Before and) After TCJA - A Wholly Different Rodeo
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
Jun 06 2020
Spring Tax Update with Steve Dilley
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Jun 06 2020
The Best Individual Income Tax Update Course by Surgent (BITU)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
Jun 06 2020
C Corporations Update: Lobster Traps, Lobster Pots and a Whole New Sea of Opportunity
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
Jun 06 2020
Federal Business Income Tax Update
- CPE credits:
  4 hours - Taxes
- Location:
- Level:
  Update
- Field of Study:
  Taxes
Jun 06 2020
Employment Taxes for Human Resource Professionals - What Lurks Beneath?
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Update
- Field of Study:
  Taxes
Jun 06 2020
Circular 230
- CPE credits:
  2.2 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Jun 06 2020
Children of All Ages: Comprehensive Planning Techniques
- CPE credits:
  2.2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes

Self Study
Surgent's Individual Income Tax School (SITS)
- CPE credits:
  16 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under 754 and Related Provisions (APLW)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Advanced
- Field of Study:
  Taxes
Self Study
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Individual and Financial-Planning Tax Camp (IFCP)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-through Entities (FTL4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Maximizing Your Social Security Benefits (SSR4)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's Social Security and Medicare: Planning for You and Your Clients (SSRB)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's Advanced Individual Income Tax Return Issues (STRI)
- CPE credits:
  12 hours - Taxes
- Location:
  Online
- Level:
  Advanced
- Field of Study:
  Taxes
Self Study
Surgent's Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-through Entities (FTL4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Guide to Payroll Taxes and 1099 Issues (GPT4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's The Complete Trust Workshop (TCTW)
- CPE credits:
  16 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (PLTI)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's IRS Tax Examinations and Hot Issues (EXI4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Calculating a Partner's or LLC Member's Basis (CPMB)
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (CSSB)
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms (1041)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Report of Foreign Bank and Financial Accounts (FOR2)
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's How to Settle an Estate - An Overview (HSEO)
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's This Year's Top Tax and Financial-Planning Ideas (IEF4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Individual and Financial-Planning Tax Camp (IFCP)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Strategies for Maximizing Social Security Benefits (SPMB)
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Securing a Comfortable Retirement (SCR4)
- CPE credits:
  6 hours - Specialized Knowledge, Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Specialized Knowledge, Taxes
Self Study
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (SCTI)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (1065)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's New Depreciation Rules for Bonus and Section 179 Expensing After Tax Reform (DRBE)
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's Preparing Individual Tax Returns for New Staff and Para-Professionals (PITR)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's Food, Beverage, and Entertainment Expensing After Tax Reform (ELEX)
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's IRS Tax Examinations and Hot Issues (EXI4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Essential Depreciation and Expensing Update (TDP4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Essential Depreciation and Expensing Update (TDP4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's Hot IRS Tax Examination Issues for Individuals and Businesses (EXIB)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (HCR4)
- CPE credits:
  4 hours - Business Law, Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Business Law, Taxes
Self Study
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)
- CPE credits:
  12 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Introduction to Mergers and Reorganizations (MERG)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Preparing C Corporation Tax Returns for New Staff and Para-Professionals (PCTR)
- CPE credits:
  10 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Basic
- Field of Study:
  Taxes
Self Study
Surgent's Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales (ACL4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Advanced
- Field of Study:
  Taxes
Self Study
Surgent's Real Estate Taxation: Critical Considerations (RET4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Real Estate Tax Boot Camp (RETC)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Reducing Your Business Owner Clients' Exposure to Social Security and Self-Employment Taxes (REXE)
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (S754)
- CPE credits:
  2 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Securing a Comfortable Retirement in the Age of Spending (SCRT)
- CPE credits:
  12 hours - Specialized Knowledge, Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Specialized Knowledge, Taxes
Self Study
Surgent's Securing a Comfortable Retirement in the Age of Spending (SCRT)
- CPE credits:
  8 hours - Specialized Knowledge, Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Specialized Knowledge, Taxes
Self Study
Surgent's Buying and Selling a Business: Tax and Structuring Overview (SEL4)
- CPE credits:
  4 hours - Taxes
- Location:
  Online
- Level:
  Intermediate
- Field of Study:
  Taxes
Self Study
Surgent's Advanced Individual Income Tax Return Issues (STRI)
- CPE credits:
  8 hours - Taxes
- Location:
  Online
- Level:
  Advanced
- Field of Study:
  Taxes

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