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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.

 

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

Field of Study: Taxes (8)

DateStateLocation

6/19/2026

MS

Ridgeland - Mississippi Society of CPA Center

9/25/2026

NY

Remote Webcast

12/1/2026

NJ

Remote Webcast

12/9/2026

AR

Remote Webcast

12/28/2026

NC

Remote Webcast

Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms (1041)

Field of Study: Taxes (8)

DateStateLocation

11/4/2026

AR

Remote Webcast

11/16/2026

NY

Remote Webcast

11/17/2026

IA

Remote Webcast

11/24/2026

NJ

Remote Webcast

12/10/2026

TN

Remote Webcast

12/18/2026

NY

Remote Webcast

12/18/2026

NC

Remote Webcast

How to Settle a Client's Estate (SEAZ)

Field of Study: Taxes (8)

DateStateLocation

6/4/2026

MA

Remote Webcast

9/29/2026

AR

Remote Webcast

11/3/2026

NC

Remote Webcast

11/4/2026

TN

Remote Webcast

12/18/2026

NJ

Remote Webcast

Securing a Comfortable Retirement in the Age of Spending (SCRT)

Field of Study: Specialized Knowledge (4), Taxes (4)

DateStateLocation

6/4/2026

MI

Detroit (Troy) - Michigan Society Office

6/4/2026

MS

Ridgeland - Mississippi Society of CPA Center

10/27/2026

NC

Remote Webcast

11/3/2026

NY

Remote Webcast

12/8/2026

NJ

Remote Webcast

12/11/2026

AR

Remote Webcast

Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)

Field of Study: Taxes (4)

DateStateLocation

6/30/2026

MI

Traverse City- Park Place

8/12/2026

NC

Wrightsville Beach - Holiday Inn Resort

11/4/2026

NJ

Remote Webcast

11/19/2026

IN

Remote Webcast

Social Security and Medicare: Planning for You and Your Clients (SSRB)

Field of Study: Taxes (8)

DateStateLocation

6/4/2026

MN

Bloomington - Minnesota Society of CPAs

6/11/2026

FL

Remote Webcast

6/12/2026

MA

Remote Webcast

6/22/2026

OR

Remote Webcast

8/19/2026

NJ

Atlantic City, NJ

8/28/2026

TN

Remote Webcast

10/22/2026

AR

Remote Webcast

11/19/2026

NY

Remote Webcast

12/7/2026

NJ

Remote Webcast

Surgent's Federal Tax Camp (SATC)

Field of Study: Taxes (8)

DateStateLocation

10/23/2026

NJ

Roseland - Society Office

11/5/2026

VT

Burlington, VT

12/2/2026

MA

Boston, MA

12/3/2026

MA

Remote Webcast

12/4/2026

MA

Remote Webcast

12/8/2026

DE

Remote Webcast

Surgent's Individual and Financial-Planning Tax Camp (IFCP)

Field of Study: Taxes (8)

DateStateLocation

6/11/2026

MA

Remote Webcast

10/30/2026

NJ

Roseland - Society Office

Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC)

Field of Study: Taxes (8)

DateStateLocation

12/11/2026

TN

Remote Webcast

12/16/2026

NJ

Remote Webcast

1/13/2027

MI

Frankenmuth

The Best Federal Tax Update Course by Surgent (BFTU)

Field of Study: Taxes (8)

DateStateLocation

8/12/2026

NY

Remote Webcast

9/24/2026

NJ

Remote Webcast

10/21/2026

NC

Remote Webcast

11/2/2026

NY

Remote Webcast

11/19/2026

NJ

Remote Webcast

1/12/2027

MI

Frankenmuth

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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.

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