Professional Development and Event Catalog
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2025-2026 Federal Tax Updates - Business Entities
Friday, Nov. 13 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Best Federal Tax Update Course by Surgent
Friday, Nov. 13 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
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In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
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Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
Friday, Nov. 13 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). If the partnership's assets have appreciated sufficiently, the difference between the new partner's inside and outside basis can be substantial. This disparity can deprive the new partner of depreciation deductions and inflate his or her share of the gain from subsequent property dispositions unless a Section 754 election is in effect. The Section 754 election can also apply when a partnership makes a distribution of property and the basis of the distributed property to the partnership and the basis the partner/distributee will take in the distributed property are not equal. In this case, a partnership can recover basis it would otherwise lose if the 754 election were not in effect.
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Multi Year Failure to File: Getting into Compliance
Friday, Nov. 13 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $239
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This comprehensive program equips CPAs with the knowledge and practical tools to handle clients who have failed to file tax returns for multiple years. The course covers every stage of the process-from client onboarding and transcript analysis to risk assessment, ethical considerations, and resolution strategies. Participants will learn how to manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations, including situations with missing records and potential criminal exposure. Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Capital Assets: Basis and Taxation for Financial Professionals
Friday, Nov. 13 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $119
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This course provides a comprehensive understanding of capital assets taxation, basis determination, and related tax planning strategies. Participants will explore the fundamental classification of capital assets, the distinction between realization and recognition of gains and losses, and the complex rules governing disallowed losses. The course thoroughly examines the various types of capital gains and losses, including short-term, long-term, and special categories such as unrecaptured Section 1250 gains and collectibles. Attendees will learn the intricacies of netting capital gains and losses, calculating tax liabilities across different income types, and distinguishing between marginal and effective tax rates. The course also covers advanced topics including basis adjustments, wash sale rules, related-party transactions, and inherited property treatment. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective capital asset strategies that minimize tax liabilities while ensuring regulatory compliance.
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Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
Friday, Nov. 13 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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This course provides essential knowledge for Client Advisory Services (CAS) professionals navigating multistate taxation and managing tax deadlines. We'll start by exploring the implications of the Wayfair decision, focusing on general rules for sales and income tax nexus across states. You'll learn what to look for in state statutes and gain a solid foundation for filing requirements. Additionally, we'll cover key tax due dates, how to handle missed deadlines, and potential relief options. Whether you're new to the field or running your own practice, this course will equip you with the tools to succeed.
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Surgent's Purchase and Sale of a Residence: Critical Tax Issues
Friday, Nov. 13 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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Many clients end up selling one or more residences during their lifetimes. Accounting and finance professionals must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides accounting and finance professionals with the tax rules they need to know to help their clients when they sell a personal residence. This program is a comprehensive survey of the various tax issues associated with the sale of a residence.
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Estate and Trust Primer - Tax Staff Essentials
Friday, Nov. 13 1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $139
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The tax strategies behind estate planning Estate planning is vast and complicated. A fundamental understanding of estate and trust taxation is essential to helping clients plan for their futures. Topics include: Tax obligations of trusts and estates, and how these obligations affect beneficiaries The federal income taxation of trusts and decedents' estates, along with the tax effects of specific scenarios for beneficiaries Planning options that can minimize your clients' taxes while accumulating income and the distribution or transfer of wealth to intended beneficiaries Detailed explanations of complex estate and trust concepts Learners build their understanding of the unique tax issues affecting trusts and estates, including: The taxation of simple and complex trusts, grantor trusts, and electing small business trusts Fiduciary accounting and the Uniform Principal and Income Act Deductions and credits available to trusts and estates Updated for H.R. 1, commonly referred to as OBBBA This comprehensive course has been updated to discuss the effects of H.R. 1 on estate and trust taxation. Relevant topics include: Overall limitation on itemized deductions Permanence of the expanded lifetime estate tax exemption Section 163(j) business interest 0.5% floor on itemized charitable contribution deductions And much more Part of Tax Staff Essentials Level 3 This self-study online course is part of Tax Staff Essentials Level 3, a comprehensive learning program that provides senior- and supervisor-level tax professionals with the technical training required to take a leadership role on their teams.
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Surgent's IRS Tax Examinations and Hot Issues
Friday, Nov. 13 1:30pm - 5:00pm
Online
4.00 Credits
Member Price: $159
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The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax, and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax, and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.
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Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
Friday, Nov. 13 2:00pm - 5:00pm
Online
3.00 Credits
Member Price: $169
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Accounting and finance professionals advising their business clients must be fully informed regarding the multiple loss limitation provisions that apply to individuals conducting businesses and pass-through entities. This program covers the loss limitation rules that accounting and finance professionals must know in order to advise their individual and pass-through entity clients fully and adequately as to when and if a loss limitation applies. The loss limitations discussed in this program start with an introductory discussion of hobby loss rules and graduate to more substantive discussion of the remaining loss limitations: basis limits, at-risk rules, passive loss limits, excess business loss limits, net operating losses, and the Section 163(j) interest limitation. Knowing when loss limits apply is essential for any accounting and finance professional. This program will put you in a position to advise clients fully and intelligently regarding each of the loss limits. This program discusses new OBBBA changes that impact tax loss limitations impacting individuals and pass-through entities.
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No Tax on Overtime: Payroll Compliance
Saturday, Nov. 14 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Individual and Financial-Planning Tax Camp
Saturday, Nov. 14 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
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Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. Please Note: 2026 returns are not covered in this course. They will be covered after their issuance, as part of our spring 2027 course release.
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Partnership/LLC Taxation: Tax Basis Capital Accounts
Monday, Nov. 16 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Individual Income and Tax Compliance Annual Update
Monday, Nov. 16 9:00am - 12:30pm
Online
3.50 Credits
Member Price: $125
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The most pressing tax matters affecting individuals, estates, and trusts With so many tax developments that come up during the year, it's hard to stay on top of every salient issue. In this all-new course, you'll review a tailored list of updates highlighting the most pertinent issues affecting individuals, estates, and trusts from the past year, including relevant regulatory updates related to H.R. 1, commonly referred to as OBBBA. Matters that specifically affect tax practitioners (such as changes in the tax regulatory environment) are also covered. Topics include: Inflation adjustments U.S. Tax Court cases Regulatory and sub-regulatory guidance Insights to study before, during, and after tax season Materials inform you of the latest legal and regulatory tax matters affecting individuals, estates, and trusts, helping you effectively complete tax planning and compliance engagements. Course materials point out tax planning opportunities and provide practice tips to help you serve clients with confidence.
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Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
Monday, Nov. 16 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $279
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The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.
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CFO Solutions to IRS Problems
Monday, Nov. 16 9:30am - 1:30pm
Online
4.00 Credits
Member Price: $149
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Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
Monday, Nov. 16 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who receive stock options are often unaware of their inherent risks. Research has shown that over 76% of employees have never exercised their stock options. Almost half of these individuals (48%), say they held off on selling their options due to fear of making a mistake. This course provides accounting and finance professionals with a broad overview of employee stock options. The webinar is designed to help participants better understand the fundamentals behind these investments and, in turn, better advise their clients.
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Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
Monday, Nov. 16 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.
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Surgent's Top Business Tax Planning Strategies
Monday, Nov. 16 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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Business strategies for 2026 are based on important tax changes made in the One Big Beautiful Bill Act (OBBBA). There are a number of important business tax changes that can be used to develop tax planning strategies that have great advantages for businesses and their owners. This program covers many important business tax changes and the implications for tax planning founded on them.
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Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
Monday, Nov. 16 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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Clients often ask accounting and finance professionals whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.