Customer Service: 800-778-7436     

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Live Seminars

Surgent is one of the largest providers of live CPE seminars for CPAs and financial professionals in the U.S. Each year, we present almost 2000 live seminars, on over 100 different topics, in almost every state—all of which are approved by the National Association of State Boards of Accountancy (NASBA). Our expert discussion leaders are recognized as some of the most knowledgeable and most effective instructors in the country, consistently earning top ratings from seminar attendees. The live CPE seminars listed below are presented in conjunction with state societies of CPAs, who handle all registrations. To attend any of these upcoming events, please contact the local state society sponsor.

 

A+ College Savings Planning: Maximizing Resources and Tax Benefits (CSP4)

Field of Study: Taxes (4)

DateStateLocation

10/24/2017

OK

Tulsa - Oklahoma State University

10/30/2017

KY

Louisville - Society Office/Gratzer EdCtr

11/13/2017

IA

Iowa City (Coralville) - Radisson Hotel & Conv. Center (was Holiday Inn)

12/14/2017

TN

Nashville- School of Law

12/18/2017

TN

Knoxville - Embassy Suites Knoxville West

Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (ACTL)

Field of Study: Taxes (8)

DateStateLocation

10/31/2017

NC

Greensboro - CAI

11/2/2017

NV

Las Vegas - Golden Nugget

11/2/2017

LA

Baton Rouge - Embassy Suites

11/7/2017

GA

Savannah - Armstrong Center

12/13/2017

VA

Richmond (Glen Allen)- Society Office

12/18/2017

VT

Montpelier - Capitol Plaza Hotel & Conference Center

12/19/2017

OR

Eugene-Eugene Hilton Hotel & Conference Center

Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries (ITEB)

Field of Study: Taxes (8)

DateStateLocation

10/26/2017

PA

Malvern (Phila) - Penn State Main Bldg

11/8/2017

NC

Greensboro - Courtyard

11/9/2017

WY

Casper - Ramkota Hotel

12/13/2017

IN

Indianapolis - INCPAS Prof. Dev. & Conf. Ctr

12/18/2017

KY

Louisville - Society Office/Gratzer EdCtr

Advisor's Workshop: Helping Small-Business Clients Navigate Health Insurance and Fringe Benefits (OBCR)

Field of Study: Taxes (8)

DateStateLocation

10/26/2017

NE

Ashland - Mahoney State Park (Kiewit Lodge)

11/8/2017

PA

Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)

11/15/2017

GA

Atlanta - Society Office

11/29/2017

IN

Fort Wayne - Grand Wayne Center

11/30/2017

LA

Lafayette - Doubletree by Hilton

12/4/2017

NY

Melville - MARRIOTT LI Melville

12/6/2017

AR

Little Rock - ASCPA Conference Center

12/12/2017

CT

Rocky Hill - CT Society Office

12/12/2017

NJ

Roseland - Society Office

12/14/2017

WA

Bellevue-Society Office

Best Federal Tax Update Course (BFTU)

Field of Study: Taxes (8)

DateStateLocation

10/23/2017

KY

Paducah - Carson Four Rivers Center

10/24/2017

KY

Owensboro - Western Kentucky University

10/25/2017

GA

Athens - Graduate Inn

10/25/2017

KY

Somerset - Hampton Inn

10/25/2017

TX

Austin - Austin Chapter Training Facility

10/26/2017

KY

Ashland - Ashland Community and Technical College

10/26/2017

TX

San Antonio - DoubleTree by Hilton SA Airport

10/27/2017

KY

Florence - Indiana Wesleyan University-Florence

10/30/2017

TX

Dallas - Crowne Plaza Near Galleria-Addison

11/1/2017

TX

Fort Worth - Fort Worth Chapter Training Facility

11/2/2017

GA

Augusta - Doubletree Hotel

11/8/2017

NJ

Iselin - APA Hotel Woodbridge

11/8/2017

PA

Titusville - Cross Creek Resort

11/13/2017

CT

Shelton -Courtyard by Marriott

11/17/2017

OH

Youngstown - Youngstown State University

11/17/2017

PA

Springfield (Phila) - Springfield Country Club

11/22/2017

NJ

Jamesburg - Ramada Plaza Hotel & Conf.Ctr (was Crowne Plaza Monroe)

11/27/2017

LA

Shreveport - Wyndham Hotel

11/28/2017

MI

Frankenmuth - Bavarian Inn Lodge

11/29/2017

PA

Williamsport - Holiday Inn Downtown

11/29/2017

TX

Houston - Houston Chapter Training Facility

11/30/2017

PA

Wilkes Barre - Woodlands Inn & Resort

12/1/2017

AL

Montgomery - Alabama Society Office

12/4/2017

OK

Ardmore - Ardmore Convention Center

12/4/2017

PA

Malvern (Phila) - Penn State Main Bldg

12/4/2017

PA

Greensburg - Ramada Inn

12/5/2017

NC

Morrisville- NCACPA Education Center

12/5/2017

OK

Enid - Northern OK College Gantz Student Ctr.

12/5/2017

PA

Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)

12/5/2017

PA

Mars (Pittsb) - Doubletree N.Pittsb

12/6/2017

IN

Merrillville - Avalon Manor

12/7/2017

FL

Orlando - UCF Rosen College of Hospitality

12/8/2017

NC

Wilmington - Courtyard by Marriott Wilmington/Wrightsville Beach

12/11/2017

GA

Albany - Hilton Garden Inn

12/14/2017

NJ

Roseland - Society Office

12/15/2017

WA

Spokane - Hampton Inn Spokane

1/9/2018

FL

Ft. Lauderdale - Crowne Plaza Ft. Lauderdale Airport/Cruise Port

1/22/2018

IL

Chicago - Society Office

Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)

Field of Study: Taxes (8)

DateStateLocation

10/24/2017

PA

Cranberry Twp (Pittsb) - Regional Learning Alliance

10/26/2017

NC

Charlotte - Crowne Plaza Executive Park

10/27/2017

TN

Pigeon Forge - Music Road Resort & Convention Center

10/31/2017

OK

Oklahoma City - OSCPA Society Office and Classroom

11/2/2017

PA

Harrisburg - Best Western Premier

11/8/2017

VA

Fairfax - Waterford at Fair Oaks

11/13/2017

KY

Louisville - Society Office/Gratzer EdCtr

11/21/2017

NY

Melville - MARRIOTT LI Melville

11/27/2017

TN

Brentwood - TSCPA Meeting Center

12/5/2017

MN

Rochester - Rochester Country Club

12/14/2017

NC

Asheville - Doubletree Hotel Biltmore

12/28/2017

NY

New York - FAE WALL St & Learning Ctr.

Best Individual Income Tax Update Course (BITU)

Field of Study: Taxes (8)

DateStateLocation

10/31/2017

LA

Lafayette - Doubletree by Hilton

11/2/2017

NJ

Roseland - Society Office

11/2/2017

VA

Fairfax - Waterford at Fair Oaks

11/8/2017

PA

Cranberry Twp (Pittsb) - Regional Learning Alliance

11/9/2017

PA

Erie-Ambassador Banquet & Conference Center

11/9/2017

LA

Monroe - Hampton Inn

11/13/2017

WI

Green Bay - Radisson Hotel

11/14/2017

IN

Indianapolis - INCPAS Prof. Dev. & Conf. Ctr

11/20/2017

SC

Aiken - Aiken Technical College

11/30/2017

LA

Kenner - Louisiana Society of CPAs Office

12/5/2017

PA

Malvern (Phila) - Penn State Main Bldg

12/11/2017

TN

Knoxville - Embassy Suites Knoxville West

12/12/2017

MO

St. Louis - MSCPA Learning Center

12/12/2017

PA

Harrisburg - Best Western Premier

12/13/2017

AR

Little Rock - ASCPA Conference Center

12/14/2017

PA

Wyomissing - The Inn at Reading

12/15/2017

FL

Ft. Lauderdale - Crowne Plaza Ft. Lauderdale Airport/Cruise Port

12/15/2017

FL

Jacksonville - University Center, University of N. Florida

12/18/2017

TN

Memphis - Univ. of Memphis - Fogelman Executive Center

12/18/2017

VA

Richmond (Glen Allen)- Society Office

12/19/2017

FL

Miami - Miami Airport Marriott

12/19/2017

FL

Tampa - Tampa Law Center (Stetson U)

12/20/2017

TN

Brentwood - TSCPA Meeting Center

12/22/2017

PA

Breinigsville- Holiday Inn Conference Center

1/5/2018

NY

New York - FAE WALL St & Learning Ctr.

1/9/2018

TX

San Antonio - Omni San Antonio Hotel

1/11/2018

TX

Dallas - Dallas Chapter Training Facility

1/17/2018

TX

Fort Worth - Fort Worth Chapter Training Facility

1/23/2018

TX

Houston - Houston Chapter Training Facility

1/26/2018

TX

Austin - Austin Chapter Training Facility

Complete Trust Workshop (TCTW)

Field of Study: Taxes (8)

DateStateLocation

10/24/2017

PA

Philadelphia - Society Office

10/31/2017

GA

Atlanta - Society Office

11/7/2017

OK

Tulsa - Oklahoma State University

11/10/2017

MS

Ridgeland - Mississippi Society of CPA Center

11/10/2017

WY

Casper - Ramkota Hotel

12/7/2017

NJ

Iselin - APA Hotel Woodbridge

12/12/2017

PA

Cranberry Twp (Pittsb) - Regional Learning Alliance

12/14/2017

MN

Bloomington - Minnesota Society of CPAs

Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement (DRMM)

Field of Study: Administrative Practice (4), Taxes (4)

DateStateLocation

10/24/2017

VA

Richmond (Glen Allen)- Society Office

10/25/2017

PA

Malvern (Phila) - Penn State Main Bldg

10/26/2017

CO

Pueblo - Pueblo Assn. of Realtors

10/27/2017

NC

Charlotte - Crowne Plaza Executive Park

11/1/2017

PA

Harrisburg - Red Lion Hotel (frmly Holiday Inn E.)

11/7/2017

MN

Bloomington - Minnesota Society of CPAs

11/8/2017

GA

Duluth - Infinite Energy Center

11/8/2017

OK

Tulsa - Oklahoma State University

11/15/2017

LA

Kenner - Louisiana Society of CPAs Office

11/15/2017

WA

Bellevue-Society Office

11/27/2017

NY

New York - FAE WALL St & Learning Ctr.

11/28/2017

IN

Fort Wayne - Grand Wayne Center

11/28/2017

TN

Brentwood - TSCPA Meeting Center

12/4/2017

TN

Memphis - Univ. of Memphis - Fogelman Executive Center

12/5/2017

TN

Chattanooga - Marriott Chattanooga

12/6/2017

PA

Cranberry Twp (Pittsb) - Regional Learning Alliance

12/7/2017

GA

Macon - Central Georgia Technical College

12/7/2017

IN

Indianapolis - INCPAS Prof. Dev. & Conf. Ctr

12/14/2017

RI

Providence - Society Office

12/15/2017

NC

Morrisville- NCACPA Education Center

5/17/2018

TX

Dallas - Dallas Chapter Training Facility

5/21/2018

TX

Houston - Houston Chapter Training Facility

5/24/2018

TX

Fort Worth - Fort Worth Chapter Training Facility

Estate and Life Planning Issues for the Middle-Income Client (PMIC)

Field of Study: Taxes (8)

DateStateLocation

11/3/2017

NY

New York - FAE WALL St & Learning Ctr.

11/6/2017

GA

Jekyll Island - Jekyll Island Convention Center

11/6/2017

TX

Fort Worth - Fort Worth Chapter Training Facility

11/28/2017

NJ

Iselin - APA Hotel Woodbridge

11/30/2017

TN

Memphis - Univ. of Memphis - Fogelman Executive Center

11/30/2017

TN

Brentwood - TSCPA Meeting Center

12/1/2017

TN

Chattanooga - Marriott Chattanooga

12/8/2017

DE

Wilmington (New Castle) - Sheraton S.

12/12/2017

OR

Portland (Beaverton) - Society Office Center

12/13/2017

PA

Harrisburg - Best Western Premier

12/14/2017

IN

Indianapolis - INCPAS Prof. Dev. & Conf. Ctr

12/15/2017

RI

Providence - Society Office

12/19/2017

AR

Jonesboro - Hilton Garden Inn

1/31/2018

AZ

Phoenix - Society Office

12

To*

From*

Subject

Body

IRS-approved courses are applicable for EAs and non-credentialed tax preparers, including the AFSP Record of Completion. Although these courses are also approved for CPE for CPAs, CPAs are not restricted to these courses.

Your Email has been sent.



Thank You!

Thank You! Your subscription has been submitted.