CPE Course Catalog

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Start Date

End Date

Minimum Credits

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Location

Vendor

Event Type

Credits

8.00

Difficulty: Intermediate

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues - Download

Type
Self Study

Member
$159.00

Non-Member
$189.00

Credits

10.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's How to Settle a Client's Estate - Download

Type
Self Study

Member
$189.00

Non-Member
$229.00

Credits

12.00

Difficulty: Intermediate

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Securing a Comfortable Retirement in the Age of Spending - Download

Type
Self Study

Member
$219.00

Non-Member
$269.00

Credits

8.00

Difficulty: Intermediate

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's S Corporation Core Tax Issues From Formation Through Liquidation - On-Demand Webcast

Type
Self Study

Member
$199.00

Non-Member
$239.00

Credits

2.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Update on the SECURE 2.0 Act - On-Demand Webcast

Type
Self Study

Member
$89.00

Non-Member
$110.00

Credits

2.00

Difficulty: Intermediate

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares - On-Demand

Type
Self Study

Member
$89.00

Non-Member
$110.00

Credits

8.00

Difficulty: Intermediate

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's S Corporation Core Tax Issues From Formation Through Liquidation - Download

Type
Self Study

Member
$159.00

Non-Member
$189.00

Credits

6.00

Difficulty: Intermediate

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Securing a Comfortable Retirement - Download

Type
Self Study

Member
$119.00

Non-Member
$149.00

Credits

8.00

Difficulty: Intermediate

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Securing a Comfortable Retirement in the Age of Spending - On-Demand Webcast

Type
Self Study

Member
$199.00

Non-Member
$239.00

Credits

5.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's SEC Hot Topics - MD&A and Non-GAAP Financial Measures - Download

Type
Self Study

Member
$45.00

Non-Member
$65.00

Credits

2.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings - On-Demand Webcast

Type
Self Study

Member
$89.00

Non-Member
$110.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Power Query Series: Useful Transformations - On-Demand Webcast

Type
Self Study

Member
$59.00

Non-Member
$79.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Power Query Series: Merge Queries - On-Demand Webcast

Type
Self Study

Member
$59.00

Non-Member
$79.00

Credits

1.00

Difficulty: Overview

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Health Savings Account Optimization - On-Demand Webcast

Type
Self Study

Member
$49.00

Non-Member
$69.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Power Query Series: Append Queries - On-Demand Webcast

Type
Self Study

Member
$59.00

Non-Member
$79.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Power Query Series: More Transformations and Load Options - On-Demand Webcast

Type
Self Study

Member
$59.00

Non-Member
$79.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Power Query Series: Adding Columns for Data Enrichment - On-Demand Webcast

Type
Self Study

Member
$59.00

Non-Member
$79.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Power Query Series: Editor - The User Interface of Power Query - On-Demand Webcast

Type
Self Study

Member
$59.00

Non-Member
$79.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Power Query Series: Data Transformations - On-Demand Webcast

Type
Self Study

Member
$59.00

Non-Member
$79.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Power Query Series: Making a Connection - On-Demand Webcast

Type
Self Study

Member
$59.00

Non-Member
$79.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Power Query Series: Introduction and First Connection - On-Demand Webcast

Type
Self Study

Member
$59.00

Non-Member
$79.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Power Query Series: Data Modeling and Next Steps - On-Demand Webcast

Type
Self Study

Member
$59.00

Non-Member
$79.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Power Query Series: Formulas, M Language, and Error Handling - On-Demand Webcast

Type
Self Study

Member
$59.00

Non-Member
$79.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Power Query Series: Use Cases - On-Demand Webcast

Type
Self Study

Member
$59.00

Non-Member
$79.00

Credits

1.00

Difficulty: Basic

Wednesday, May 1 2024 - Wednesday, April 30 2025

Surgent's Performing a Preparation Engagement Under AR-C Section 70 - On-Demand Webcast

Type
Self Study

Member
$49.00

Non-Member
$69.00

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