CPE Course Catalog

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Start Date

End Date

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Location

Vendor

Event Type

Credits

2.00

Difficulty: Basic

Friday, November 21 2025 10:00AM - 12:00PM

Surgent's Business Writing: Professional & Effective Emails

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Friday, November 21 2025 10:00AM - 12:00PM

Surgent's Exploring Business Valuation Fundamentals

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

4.00

Difficulty: Intermediate

Friday, November 21 2025 1:00 PM - 4:30 PM

Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

8.00

Difficulty: Update

Friday, November 21 2025 9:00 AM - 5:00 PM

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent

Type
Scheduled

Member
$279.00

Non-Member
$399.00

Credits

2.00

Difficulty: Intermediate

Friday, November 21 2025 1:00 PM - 3:00 PM

Surgent's Stock vs. Asset Acquisitions of C Corporations

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Friday, November 21 2025 10:00AM - 12:00PM

Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Intermediate

Friday, November 21 2025 2:00 PM - 4:00 PM

Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Overview

Friday, November 21 2025 1:00 PM - 3:00 PM

Surgent's Lessons Learned from Successful Companies

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

8.00

Difficulty: Update

Saturday, November 22 2025 9:00 AM - 5:00 PM

The Best Federal Tax Update Course by Surgent

Type
Scheduled

Member
$279.00

Non-Member
$399.00

Credits

8.00

Difficulty: Update

Monday, November 24 2025 9:00 AM - 5:00 PM

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

Type
Scheduled

Member
$279.00

Non-Member
$399.00

Credits

4.00

Difficulty: Intermediate

Monday, November 24 2025 9:00 AM - 12:30PM

Annual FASB Update and Review (FUR4)

Type
Scheduled

Member
$219.00

Non-Member
$309.00

Credits

4.00

Difficulty: Intermediate

Monday, November 24 2025 1:00 PM - 4:30 PM

Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (USS4)

Type
Scheduled

Member
$219.00

Non-Member
$309.00

Credits

2.00

Difficulty: Basic

Monday, November 24 2025 1:00 PM - 3:00 PM

Surgent's Understanding Non-Compete Agreements

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

4.00

Difficulty: Basic

Monday, November 24 2025 9:00 AM - 12:30PM

Surgent's Tax Planning for Rental Real Estate

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

2.00

Difficulty: Intermediate

Monday, November 24 2025 2:00 PM - 4:00 PM

Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

8.00

Difficulty: Update

Monday, November 24 2025 9:00 AM - 5:00 PM

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent

Type
Scheduled

Member
$279.00

Non-Member
$399.00

Credits

2.00

Difficulty: Basic

Monday, November 24 2025 10:00AM - 12:00PM

Surgent's Working Remotely: Best Practices, Challenges, and Opportunities

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

4.00

Difficulty: Intermediate

Monday, November 24 2025 9:00 AM - 12:30PM

Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

8.00

Difficulty: Basic

Monday, November 24 2025 9:00 AM - 5:00 PM

Surgent's Social Security and Medicare: Planning for You and Your Clients

Type
Scheduled

Member
$279.00

Non-Member
$399.00

Credits

2.00

Difficulty: Intermediate

Monday, November 24 2025 3:00 PM - 5:00 PM

Surgent's Strategies for Maximizing Social Security Benefits

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Intermediate

Monday, November 24 2025 10:50AM - 12:30PM

Strategies for Maximizing Social Security Benefits (SPMB)

Type
Scheduled

Member
$109.00

Non-Member
$189.00

Credits

4.00

Difficulty: Intermediate

Monday, November 24 2025 9:00 AM - 12:30PM

Surgent's Buying and Selling a Business: Tax and Structuring Overview

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

4.00

Difficulty: Basic

Monday, November 24 2025 1:30 PM - 5:00 PM

Surgent's Management Fundamentals

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

2.00

Difficulty: Basic

Monday, November 24 2025 9:00 AM - 10:40AM

Top Individual Tax Planning Strategies (ITPS)

Type
Scheduled

Member
$109.00

Non-Member
$189.00

Credits

2.00

Difficulty: Intermediate

Monday, November 24 2025 1:00 PM - 3:00 PM

Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes

Type
Scheduled

Member
$99.00

Non-Member
$129.00

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