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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 (Technical) (8)

DateStateLocation

11/5/2020

TN

Remote Webcast

11/6/2020

WI

Remote Webcast

11/9/2020

AR

Remote Webcast

11/10/2020

VA

Remote Webcast

11/13/2020

GA

Remote Webcast

11/20/2020

NJ

Remote Webcast

12/1/2020

CT

Remote Webcast

12/3/2020

NY

Remote Webcast

12/8/2020

OR

Remote Webcast

12/10/2020

RI

Remote Webcast

12/17/2020

LA

Baton Rouge

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

Field of Study: Taxes (Technical) (8)

DateStateLocation

9/28/2020

AZ

Remote Webcast

10/27/2020

WI

Remote Webcast

11/3/2020

MO

Remote Webcast

11/3/2020

NJ

Remote Webcast

11/6/2020

KY

Remote Webcast

11/10/2020

AR

Remote Webcast

11/13/2020

IA

Remote Webcast

11/16/2020

VA

Remote Webcast

12/4/2020

NC

Remote Webcast

12/8/2020

TN

Remote Webcast

1/11/2021

IL

Chicago - Society Office

How to Settle a Client's Estate (SEAZ)

Field of Study: Taxes (Technical) (8)

DateStateLocation

9/21/2020

AZ

Remote Webcast

10/22/2020

KY

Remote Webcast

11/10/2020

LA

Shreveport

11/12/2020

MI

Remote Webcast

11/13/2020

NY

Remote Webcast

11/13/2020

NJ

Remote Webcast

11/16/2020

CT

Remote Webcast

12/7/2020

TN

Remote Webcast

12/9/2020

VA

Remote Webcast

12/22/2020

OK

Oklahoma City, OK

Section 199A: Applications and Challenges (AIG4)

Field of Study: Taxes (Technical) (4)

DateStateLocation

9/18/2020

AK

Remote Webcast

9/29/2020

WI

Remote Webcast

10/26/2020

MT

Remote Webcast

11/5/2020

MO

Remote Webcast

11/9/2020

VA

Remote Webcast

11/16/2020

UT

Remote Webcast

11/17/2020

AR

Remote Webcast

11/23/2020

NY

Remote Webcast

11/30/2020

CT

Remote Webcast

12/1/2020

OK

Oklahoma City - OSCPA Society Office and Classroom

12/2/2020

NJ

Remote Webcast

12/3/2020

KY

Remote Webcast

12/3/2020

NC

Remote Webcast

12/17/2020

RI

Remote Webcast

12/18/2020

LA

Kenner - Louisiana Society of CPAs Office

1/12/2021

OR

Remote Webcast

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

Field of Study: Spec. Knowledge (Technical) (4), Taxes (Technical) (4)

DateStateLocation

9/30/2020

TN

Remote Webcast

11/3/2020

WA

Remote Webcast

11/4/2020

NC

Remote Webcast

11/6/2020

TN

Remote Webcast

11/9/2020

FL

Remote Webcast

11/9/2020

LA

Shreveport

11/10/2020

OK

Oklahoma City - OSCPA Society Office and Classroom

11/10/2020

LA

Kenner - Louisiana Society of CPAs Office

11/10/2020

VA

Remote Webcast

11/12/2020

GA

Remote Webcast

11/13/2020

NC

Remote Webcast

11/16/2020

NY

Remote Webcast

12/4/2020

IN

Remote Webcast

12/11/2020

AR

Remote Webcast

12/18/2020

NJ

Remote Webcast

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

Field of Study: Taxes (Technical) (8)

DateStateLocation

9/29/2020

TN

Remote Webcast

9/30/2020

GA

Remote Webcast

10/26/2020

AR

Remote Webcast

11/3/2020

NC

Remote Webcast

11/5/2020

TN

Remote Webcast

11/9/2020

OK

Oklahoma City - OSCPA Society Office and Classroom

11/11/2020

LA

Kenner - Louisiana Society of CPAs Office

11/12/2020

NC

Remote Webcast

11/16/2020

TN

Remote Webcast

11/17/2020

NY

Remote Webcast

11/17/2020

MO

Remote Webcast

11/17/2020

RI

Remote Webcast

11/19/2020

IN

Remote Webcast

12/1/2020

WI

Remote Webcast

12/4/2020

AZ

Remote Webcast

12/7/2020

NJ

Remote Webcast

12/15/2020

IA

Remote Webcast

12/16/2020

GA

Remote Webcast

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

Field of Study: Taxes (Technical) (8)

DateStateLocation

10/26/2020

GA

Remote Webcast

11/2/2020

WA

Remote Webcast

11/13/2020

NJ

Remote Webcast

Surgent's Federal Tax Camp (SATC)

Field of Study: Taxes (Technical) (8)

DateStateLocation

10/23/2020

NJ

Remote Webcast

11/12/2020

VT

Remote Webcast

11/13/2020

NH

Remote Webcast

11/20/2020

PA

Remote Webcast

12/4/2020

DE

Remote Webcast

12/7/2020

CT

Remote Webcast

12/8/2020

RI

Remote Webcast

12/9/2020

MA

Remote Webcast

12/10/2020

MA

Remote Webcast

12/10/2020

VA

Remote Webcast

12/11/2020

MA

Remote Webcast

12/17/2020

PA

Remote Webcast

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

Field of Study: Taxes (Technical) (8)

DateStateLocation

9/24/2020

NJ

Remote Webcast

12/3/2020

TN

Remote Webcast

The Best Federal Tax Update Course by Surgent (BFTU)

Field of Study: Taxes (Technical) (8)

DateStateLocation

10/27/2020

KY

Remote Webcast

10/29/2020

MN

Remote Webcast

10/30/2020

AL

Remote Webcast

11/4/2020

SD

Sioux Falls, SD

11/6/2020

TN

Remote Webcast

11/9/2020

PA

Remote Webcast

11/10/2020

SD

Sioux Falls, SD

11/12/2020

NJ

Remote Webcast

11/16/2020

PA

Remote Webcast

11/24/2020

FL

Remote Webcast

11/30/2020

PA

Remote Webcast

12/2/2020

MN

Remote Webcast

12/11/2020

NC

Remote Webcast

12/11/2020

OR

Remote Webcast

12/14/2020

GA

Remote Webcast

12/14/2020

NJ

Remote Webcast

12/15/2020

IN

Remote Webcast

12/16/2020

WI

Remote Webcast

12/17/2020

LA

Alexandria, LA

12/18/2020

LA

Lake Charles

12/29/2020

AL

Remote Webcast

1/4/2021

CT

Remote Webcast

1/7/2021

AL

Birmingham - Pelham Civic Complex

1/7/2021

FL

Remote Webcast

1/12/2021

IL

Chicago - Society Office

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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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