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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 (Technical) (2)

DateStateLocation

9/29/2021

GA

Remote Webcast

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

Field of Study: Taxes (Technical) (8)

DateStateLocation

11/3/2021

TN

Knoxville, TN

11/5/2021

TN

Memphis

11/9/2021

TN

Chattanooga

11/15/2021

AR

Little Rock - ASCPA Conference Center

11/30/2021

GA

Atlanta, GA

11/30/2021

TN

Remote Webcast

12/3/2021

OR

Remote Webcast

12/10/2021

VA

Richmond (Glen Allen)- Society Office

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

Field of Study: Taxes (Technical) (8)

DateStateLocation

11/16/2021

AR

Little Rock - ASCPA Conference Center

12/7/2021

TN

Remote Webcast

12/9/2021

VA

Richmond (Glen Allen)- Society Office

1/11/2022

IL

Chicago, IL

How to Settle a Client's Estate (SEAZ)

Field of Study: Taxes (Technical) (8)

DateStateLocation

7/22/2021

GA

Remote Webcast

11/5/2021

TN

Brentwood - TSCPA Meeting Center

Section 199A: Applications and Challenges (AIG4)

Field of Study: Taxes (Technical) (4)

DateStateLocation

6/28/2021

IL

Remote Webcast

6/30/2021

OR

Remote Webcast

8/16/2021

TN

Brentwood - TSCPA Meeting Center

8/26/2021

AL

Montgomery - Alabama Society Office

12/1/2021

IN

Remote Webcast

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

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

DateStateLocation

6/18/2021

OR

Remote Webcast

9/29/2021

TN

Brentwood - TSCPA Meeting Center

11/2/2021

TN

Knoxville, TN

11/4/2021

TN

Memphis

11/8/2021

TN

Chattanooga

11/11/2021

GA

Atlanta, GA

11/16/2021

MT

Great Falls

12/16/2021

AR

Little Rock - ASCPA Conference Center

1/13/2022

IL

Chicago, IL

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

Field of Study: Taxes (Technical) (8)

DateStateLocation

6/8/2021

OR

Remote Webcast

9/30/2021

GA

Remote Webcast

9/30/2021

TN

Brentwood - TSCPA Meeting Center

10/21/2021

AR

Remote Webcast

11/11/2021

VA

Richmond (Glen Allen)- Society Office

12/15/2021

GA

Atlanta, GA

Surgent's Federal Tax Camp (SATC)

Field of Study: Taxes (Technical) (8)

DateStateLocation

11/11/2021

VT

Remote Webcast

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

Field of Study: Taxes (Technical) (8)

DateStateLocation

6/25/2021

GA

Remote Webcast

11/10/2021

VA

Richmond (Glen Allen)- Society Office

11/15/2021

MT

Great Falls

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

Field of Study: Taxes (8)

DateStateLocation

12/10/2021

GA

Atlanta, GA

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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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