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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.

 

Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (BNK2)

Field of Study: Business Law (2)

DateStateLocation

12/19/2024

NC

Remote Webcast

Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (WSKT)

Field of Study: Specialized Knowledge (1), Taxes (1)

DateStateLocation

11/4/2024

AR

Remote Webcast

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

Field of Study: Taxes (8)

DateStateLocation

5/8/2024

NY

Remote Webcast

8/29/2024

TN

Remote Webcast

12/9/2024

NC

Remote Webcast

12/11/2024

AR

Little Rock - ASCPA Conference Center

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

Field of Study: Taxes (8)

DateStateLocation

11/7/2024

MT

Anaconda - Fairmont Hot Springs Resort

How to Settle a Client's Estate (SEAZ)

Field of Study: Taxes (8)

DateStateLocation

9/26/2024

AR

Remote Webcast

11/13/2024

TN

Remote Webcast

11/21/2024

NC

Remote Webcast

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

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

DateStateLocation

7/18/2024

VA

Virginia Beach

10/31/2024

TN

Brentwood - TSCPA Meeting Center

12/17/2024

AR

Remote Webcast

12/23/2024

NC

Remote Webcast

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

Field of Study: Taxes (4)

DateStateLocation

10/30/2024

NC

Remote Webcast

12/19/2024

TN

Remote Webcast

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

Field of Study: Taxes (8)

DateStateLocation

10/23/2024

AR

Remote Webcast

11/19/2024

TN

Brentwood - TSCPA Meeting Center

12/20/2024

NC

Remote Webcast

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

Field of Study: Taxes (8)

DateStateLocation

8/22/2024

TN

Remote Webcast

11/7/2024

NC

Remote Webcast

The Best Federal Tax Update Course by Surgent (BFTU)

Field of Study: Taxes (8)

DateStateLocation

11/25/2024

NC

Remote Webcast

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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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