IRS-Approved CPE Courses

IRS approved CPE gives enrolled agents and enrolled retirement plan agents IRS approved CPE credit. If you want to represent clients before the IRS, Surgent’s IRS-approved courses will allow you to meet your requirements each year. Here, you will find a list of our IRS-approved CPA CPE.

Surgent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry of CPE Sponsors and as a QAS Self-Study provider. Each of our courses is accepted for CPE credit in all 50 states and in Washington, D.C. Surgent is also an IRS-approved and CFP Board-approved provider of continuing education courses.

Of course our programs and materials will help CPAs easily meet their CPE needs, but our goal is to go one step further, to become your trusted resource for essential education and insights that will keep you informed across all areas of need.

Course Title	Date & Time	Instructors	Credits	Price	Purchase
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms (1041) Field of Study: Taxes (8)	October 21, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (ACTL) Field of Study: Taxes (8)	October 21, 2026 10:00 AM - 06:00 PM (Eastern)	Joe Nicola, Jr. JD, CPA, CVA	8	$279.00	Buy Now
Making Sense of Essential OBBBA Provisions (ESO2) Field of Study: Taxes (2)	October 21, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
A Guide to the 401(k): Concepts and Strategies (GDK2) Field of Study: Taxes (2)	October 21, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Surgent's Individual and Financial-Planning Tax Camp (IFCP) Field of Study: Taxes (8)	October 21, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$299.00	Buy Now
Liquidation of Flow-Through Entities for LLCs and Partnerships (LFTE) Field of Study: Taxes (2)	October 21, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
Maximizing Health Savings Accounts for Retirement Planning (MHS2) Field of Study: Taxes (2)	October 21, 2026 10:00 AM - 12:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
How to Effectively Represent Clients Under IRS Audit (RCA2) Field of Study: Taxes (2)	October 21, 2026 11:00 AM - 01:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA, Shannon Retzke Smith	2	$99.00	Buy Now
Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings (SCB2) Field of Study: Taxes (2)	October 21, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Taxation of Tips and Overtime Under OBBBA (TTO2) Field of Study: Taxes (2)	October 21, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (ATFI) Field of Study: Taxes (8)	October 22, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Capital Assets: Basis and Taxation for Financial Professionals (CAB2) Field of Study: Taxes (2)	October 22, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
A Complete Guide to Reporting Form 1099-DA (FDA2) Field of Study: Taxes (2)	October 22, 2026 03:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI) Field of Study: Taxes (8)	October 22, 2026 10:00 AM - 06:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Schedules K-2 and K-3: Preparation of Forms (KPF2) Field of Study: Taxes (2)	October 22, 2026 10:00 AM - 12:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	2	$99.00	Buy Now
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (MOC2) Field of Study: Taxes (2)	October 22, 2026 10:00 AM - 12:00 PM (Eastern)	Gregory Holzel, CPA, MBA	2	$99.00	Buy Now
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (RAO2) Field of Study: Taxes (2)	October 22, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$119.00	Buy Now
Update on the SECURE 2.0 Act (SEC2) Field of Study: Taxes (2)	October 22, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Denise Appleby, MJ, APA, CISP, CRPS, CRC, Edward Renn, Esq.	2	$99.00	Buy Now
U.S. Taxation of Foreign Corporations: A Case Study Approach (TFC3) Field of Study: Taxes (3)	October 22, 2026 09:00 AM - 12:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	3	$149.00	Buy Now
Tax Update for Client Advisory Services (TXU4) Field of Study: Taxes (4)	October 22, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Understanding How the IRS Rewards Whistleblowers (UHIR) Field of Study: Taxes (2)	October 22, 2026 01:00 PM - 03:00 PM (Eastern)	Jason Cornell, Esq.	2	$99.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	October 23, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (BSB3) Field of Study: Taxes (3)	October 23, 2026 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
Ethics for Tax Professionals (EFTP) Field of Study: Regulatory Ethics (2)	October 23, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$99.00	Buy Now
Preparing and Filing the Federal Gift Tax Return (Form 709): A Practical Guide (GTR2) Field of Study: Taxes (2)	October 23, 2026 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Home Office Rules (HOF2) Field of Study: Taxes (2)	October 23, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (IRQ2) Field of Study: Taxes (2)	October 23, 2026 02:00 PM - 04:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
Taking Advantage of Installment Sales and Like-Kind Exchanges (ISL4) Field of Study: Taxes (4)	October 23, 2026 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Surgent's Individual and Financial-Planning Tax Camp (IFCP) Field of Study: Taxes (8)	October 24, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$299.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	October 26, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM) Field of Study: Taxes (2)	October 26, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Mike Callahan, FSPA, CPC, EA, RMA®, CWS®	2	$99.00	Buy Now
Review and Analysis of Crucial OBBBA Changes (COB2) Field of Study: Taxes (2)	October 26, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and Losses (CTM2) Field of Study: Taxes (2)	October 26, 2026 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Tax Reporting for Executive Compensation (EXC2) Field of Study: Taxes (2)	October 26, 2026 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Fundamentals of Public Charity Taxation and Form 990 (F994) Field of Study: Taxes (4)	October 26, 2026 01:30 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Helen Cheng	4	$159.00	Buy Now
A Guide to Gig Economy Tax Issues (GIG2) Field of Study: Taxes (2)	October 26, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (TPGS) Field of Study: Taxes (8)	October 26, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	October 27, 2026 11:30 AM - 07:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$299.00	Buy Now
Schedules K-2 and K-3: Filing Requirements (KFR2) Field of Study: Taxes (2)	October 27, 2026 01:00 PM - 03:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	2	$99.00	Buy Now
The One Big Beautiful Bill Act (OBBBA): What You Need To Know (OBB4) Field of Study: Taxes (4)	October 27, 2026 09:00 AM - 12:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	4	$159.00	Buy Now
Select Estate and Life Planning Issues for the Middle-Income Client (PMI4) Field of Study: Taxes (4)	October 27, 2026 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes (REXE) Field of Study: Taxes (2)	October 27, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$99.00	Buy Now
S Corporation Taxation: Advanced Issues (SCA4) Field of Study: Taxes (4)	October 27, 2026 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Stock vs. Asset Acquisitions of C Corporations (SVAS) Field of Study: Taxes (2)	October 27, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC) Field of Study: Taxes (8)	October 27, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (1065) Field of Study: Taxes (8)	October 28, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	October 28, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Introduction to Charitable Gifting for Individual Taxpayers (CGI2) Field of Study: Taxes (2)	October 28, 2026 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Critical Issues With Health Savings Accounts (CHS2) Field of Study: Taxes (2)	October 28, 2026 10:00 AM - 12:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Understanding Corporate Taxation: Formation and Shareholder Compensation (CTF2) Field of Study: Taxes (2)	October 28, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Forms 7217 and 7203 (F722) Field of Study: Taxes (2)	October 28, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
OBBBA Rules Relating to Research and Experimental Expenditures (REE2) Field of Study: Taxes (2)	October 28, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Surgent's Federal Tax Update (BFT4) Field of Study: Taxes (4)	October 29, 2026 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	October 29, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Guide to Partner Capital Account Reporting (CPMB) Field of Study: Taxes (2)	October 29, 2026 03:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Michael Frost, CPA	2	$99.00	Buy Now
Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW) Field of Study: Taxes (8)	October 29, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide (EST2) Field of Study: Taxes (2)	October 29, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
IRS Tax Examinations and Hot Issues (EXI4) Field of Study: Taxes (4)	October 29, 2026 01:30 PM - 05:00 PM (Eastern)	Debbie Phillips, M.S.T., CPA	4	$159.00	Buy Now
Taxation of Partnership Distributions and Sales of Partnership Interests (PDS4) Field of Study: Taxes (4)	October 29, 2026 09:00 AM - 12:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM, Lance Weiss, CPA, CVA	4	$159.00	Buy Now
Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares (SCL2) Field of Study: Taxes (2)	October 29, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State (C230) Field of Study: Regulatory Ethics (2)	October 30, 2026 01:00 PM - 03:00 PM (Eastern)	Karen Hawkins, Attorney at Law	2	$99.00	Buy Now
Ethics for Tax Professionals (EFTP) Field of Study: Regulatory Ethics (2)	October 30, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$99.00	Buy Now
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI) Field of Study: Taxes (8)	October 30, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Taking Advantage of Installment Sales (INS2) Field of Study: Taxes (2)	October 30, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions (PTB4) Field of Study: Taxes (4)	October 30, 2026 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Update on the SECURE 2.0 Act (SEC2) Field of Study: Taxes (2)	October 30, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Denise Appleby, MJ, APA, CISP, CRPS, CRC, Edward Renn, Esq.	2	$99.00	Buy Now
Tax Practitioner Horror Stories (TPHS) Field of Study: Taxes (2)	October 30, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Gregory Holzel, CPA, MBA	2	$99.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	November 02, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Guide to Calculating S Corporation Shareholder Stock and Loan Basis (CSSB) Field of Study: Taxes (2)	November 02, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Ethics for Tax Professionals (EFTP) Field of Study: Regulatory Ethics (2)	November 02, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$99.00	Buy Now
Taking Advantage of Installment Sales and Like-Kind Exchanges (ISL4) Field of Study: Taxes (4)	November 02, 2026 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
A Guide to Nonqualified Deferred Compensation (NDC2) Field of Study: Taxes (2)	November 02, 2026 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR) Field of Study: Taxes (8)	November 02, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC) Field of Study: Taxes (8)	November 02, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Taxation of Tips and Overtime Under OBBBA (TTO2) Field of Study: Taxes (2)	November 02, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms (1041) Field of Study: Taxes (8)	November 03, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	November 03, 2026 11:30 AM - 07:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$299.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	November 03, 2026 11:30 AM - 07:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Features and Benefits of SEP IRAs and SIMPLE IRAs (BSS2) Field of Study: Taxes (2)	November 03, 2026 01:00 PM - 03:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
A Complete Guide to Reporting Form 1099-DA (FDA2) Field of Study: Taxes (2)	November 03, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Guide to Payroll Taxes and 1099 Issues (GPT4) Field of Study: Taxes (4)	November 03, 2026 01:30 PM - 05:00 PM (Eastern)	Debbie Phillips, M.S.T., CPA	4	$159.00	Buy Now
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4) Field of Study: Taxes (4)	November 03, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
How to Effectively Represent Clients Under IRS Audit (RCA2) Field of Study: Taxes (2)	November 03, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA, Shannon Retzke Smith	2	$99.00	Buy Now
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate (ACE3) Field of Study: Taxes (3)	November 04, 2026 09:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
Technical Business Practice Issues and Tax Forms for Experienced Practitioners (ATFB) Field of Study: Taxes (8)	November 04, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Food, Beverage, and Entertainment Expensing (ELEX) Field of Study: Taxes (2)	November 04, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Preparing and Filing the Federal Gift Tax Return (Form 709): A Practical Guide (GTR2) Field of Study: Taxes (2)	November 04, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Surgent's Individual and Financial-Planning Tax Camp (IFCP) Field of Study: Taxes (8)	November 04, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$299.00	Buy Now
Tax Update for Retirement Planners and Investment Advisors (PRU2) Field of Study: Taxes (2)	November 04, 2026 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (RTH2) Field of Study: Taxes (2)	November 04, 2026 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Going Out on Your Own: Entity Types and Accounting Methods (TAM2) Field of Study: Taxes (2)	November 04, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Hiring New Workers and Payroll Taxes (WPT2) Field of Study: Taxes (2)	November 04, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
2026 Tax Changes and Year-end Planning Opportunities (YT26) Field of Study: Taxes (2)	November 04, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Edward Renn, Esq.	2	$119.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	November 05, 2026 11:30 AM - 07:30 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax (CTT2) Field of Study: Taxes (2)	November 05, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Home Office Rules (HOF2) Field of Study: Taxes (2)	November 05, 2026 03:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (PRK4) Field of Study: Taxes (4)	November 05, 2026 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Introduction to Required Minimum Distributions (RMD2) Field of Study: Taxes (2)	November 05, 2026 01:00 PM - 03:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	November 06, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Introduction to Charitable Gifting for Individual Taxpayers (CGI2) Field of Study: Taxes (2)	November 06, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and Losses (CTM2) Field of Study: Taxes (2)	November 06, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Fundamentals of Public Charity Taxation and Form 990 (F994) Field of Study: Taxes (4)	November 06, 2026 09:00 AM - 12:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Helen Cheng	4	$159.00	Buy Now
An Introduction to Health Savings Accounts (IHS2) Field of Study: Taxes (2)	November 06, 2026 02:00 PM - 04:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (S754) Field of Study: Taxes (2)	November 06, 2026 03:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Securing a Comfortable Retirement in the Age of Spending (SCRT) Field of Study: Specialized Knowledge (4), Taxes (4)	November 06, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Buying and Selling a Business: Tax and Structuring Overview (SEL4) Field of Study: Taxes (4)	November 06, 2026 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (SLRR) Field of Study: Taxes (8)	November 06, 2026 09:00 AM - 05:00 PM (Eastern)	Sue Smith, CPA	8	$279.00	Buy Now
Critical Issues Involving Taxation of Construction Contractors (TCC4) Field of Study: Taxes (4)	November 06, 2026 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	November 07, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$299.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	November 09, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$299.00	Buy Now
Key Partnership and S Corporation Tax Planning Strategies (BTS4) Field of Study: Taxes (4)	November 09, 2026 02:30 PM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Choosing the Right Business Entity (CETA) Field of Study: Taxes (2)	November 09, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW) Field of Study: Taxes (8)	November 09, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Understanding Partnership Taxation: Debt Allocations (PTA2) Field of Study: Taxes (2)	November 09, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
OBBBA Rules Relating to Research and Experimental Expenditures (REE2) Field of Study: Taxes (2)	November 09, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Surgent's Essential Depreciation and Expensing Update (TDP4) Field of Study: Taxes (4)	November 09, 2026 10:00 AM - 01:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
A Guide to the 401(k): Concepts and Strategies (GDK2) Field of Study: Taxes (2)	November 10, 2026 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Liquidation of Flow-Through Entities for LLCs and Partnerships (LFTE) Field of Study: Taxes (2)	November 10, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
S Corporation Core Tax Issues From Formation Through Liquidation (SCTI) Field of Study: Taxes (8)	November 10, 2026 10:00 AM - 06:00 PM (Eastern)	Sue Smith, CPA	8	$279.00	Buy Now
Schedule 1-A: Implementing Important OBBBA Deductions (SHA2) Field of Study: Taxes (2)	November 10, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203 (UARB) Field of Study: Taxes (2)	November 10, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (ATFI) Field of Study: Taxes (8)	November 11, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Top Individual Tax Planning Strategies (ITPS) Field of Study: Taxes (2)	November 11, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
International Tax Challenges and Opportunities for U.S. Filers (ITX3) Field of Study: Taxes (3)	November 11, 2026 02:00 PM - 05:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	3	$149.00	Buy Now
Partnership and LLC Core Tax Issues From Formation Through Liquidation (PLTI) Field of Study: Taxes (8)	November 11, 2026 10:00 AM - 06:00 PM (Eastern)	Sue Smith, CPA	8	$279.00	Buy Now
Representing a Client in an IRS Audit (RCA3) Field of Study: Taxes (3)	November 11, 2026 09:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Shannon Retzke Smith	3	$169.00	Buy Now
Real Estate for Accounting and Finance Professionals (RLE2) Field of Study: Taxes (2)	November 11, 2026 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Adapting to OBBBA Changes: A Strategic Review (ADO2) Field of Study: Taxes (2)	November 12, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Review and Analysis of Crucial OBBBA Changes (COB2) Field of Study: Taxes (2)	November 12, 2026 03:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Depreciation Rules for Bonus and Section 179 Expensing (DRBE) Field of Study: Taxes (2)	November 12, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Sean Lichterman	2	$99.00	Buy Now
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4) Field of Study: Taxes (4)	November 12, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Real Estate Taxation: Critical Considerations (RET4) Field of Study: Taxes (4)	November 12, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Tax Update for Client Advisory Services (TXU4) Field of Study: Taxes (4)	November 12, 2026 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	November 13, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Capital Assets: Basis and Taxation for Financial Professionals (CAB2) Field of Study: Taxes (2)	November 13, 2026 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Understanding Corporate Taxation: Formation and Shareholder Compensation (CTF2) Field of Study: Taxes (2)	November 13, 2026 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (DDP2) Field of Study: Taxes (2)	November 13, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
IRS Tax Examinations and Hot Issues (EXI4) Field of Study: Taxes (4)	November 13, 2026 01:30 PM - 05:00 PM (Eastern)	Debbie Phillips, M.S.T., CPA	4	$159.00	Buy Now
Purchase and Sale of a Residence: Critical Tax Issues (PSR2) Field of Study: Taxes (2)	November 13, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (S754) Field of Study: Taxes (2)	November 13, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Tax Loss Limitations Imposed on Individuals and Pass-through Entities (TLL3) Field of Study: Taxes (3)	November 13, 2026 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	3	$169.00	Buy Now
Surgent's Individual and Financial-Planning Tax Camp (IFCP) Field of Study: Taxes (8)	November 14, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$299.00	Buy Now
Top Business Tax Planning Strategies (BTPS) Field of Study: Taxes (2)	November 16, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$99.00	Buy Now
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM) Field of Study: Taxes (2)	November 16, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Mike Callahan, FSPA, CPC, EA, RMA®, CWS®	2	$99.00	Buy Now
Financial Planning: Getting Money to Small Business Owners (LFP2) Field of Study: Taxes (2)	November 16, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Navigating Your Client Through the IRS Appeals Process (NAV4) Field of Study: Taxes (4)	November 16, 2026 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions (PTB4) Field of Study: Taxes (4)	November 16, 2026 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (RMDM) Field of Study: Taxes (2)	November 16, 2026 02:00 PM - 04:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	November 17, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Choosing the Right Business Entity (CETA) Field of Study: Taxes (2)	November 17, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Critical Issues With Health Savings Accounts (CHS2) Field of Study: Taxes (2)	November 17, 2026 01:00 PM - 03:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Ethics for Tax Professionals (EFTP) Field of Study: Regulatory Ethics (2)	November 17, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$99.00	Buy Now
A Complete Tax Guide to Exit Planning (EXP2) Field of Study: Taxes (2)	November 17, 2026 02:00 PM - 04:00 PM (Eastern)	Bob Lickwar, CPA	2	$99.00	Buy Now
Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (IRQ2) Field of Study: Taxes (2)	November 17, 2026 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
Post-death Planning and Estate Administration Strategies (PDP2) Field of Study: Taxes (2)	November 17, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC) Field of Study: Taxes (8)	November 17, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Tax Research - Intermediate Concepts (TRS2) Field of Study: Taxes (2)	November 17, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	November 18, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Guide to Partner Capital Account Reporting (CPMB) Field of Study: Taxes (2)	November 18, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Michael Frost, CPA	2	$99.00	Buy Now
Preparing the Federal Estate Tax Return (Form 706): A Practical Guide (ETR2) Field of Study: Taxes (2)	November 18, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Getting Ready for Busy Season: Review Individual Tax Form Changes (ITFC) Field of Study: Taxes (2)	November 18, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4) Field of Study: Taxes (4)	November 18, 2026 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock (QSB2) Field of Study: Taxes (2)	November 18, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq., Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (RAO2) Field of Study: Taxes (2)	November 18, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$119.00	Buy Now
Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares (SCL2) Field of Study: Taxes (2)	November 18, 2026 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (TAC2) Field of Study: Taxes (2)	November 18, 2026 02:00 PM - 04:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Unique Tax Attributes of Different Entity Types (AET2) Field of Study: Taxes (2)	November 19, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Guide to Calculating S Corporation Shareholder Stock and Loan Basis (CSSB) Field of Study: Taxes (2)	November 19, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (EMIC) Field of Study: Taxes (2)	November 19, 2026 03:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Louis Federici, Edward Renn, Esq.	2	$99.00	Buy Now
Tax Reporting for Executive Compensation (EXC2) Field of Study: Taxes (2)	November 19, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI) Field of Study: Taxes (8)	November 19, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (RTH2) Field of Study: Taxes (2)	November 19, 2026 02:00 PM - 04:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	November 20, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Succession Planning for the Small Business Owner: Finding the Exit Ramp (BSP4) Field of Study: Taxes (4)	November 20, 2026 01:00 PM - 04:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
A Guide to Gig Economy Tax Issues (GIG2) Field of Study: Taxes (2)	November 20, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (SCC2) Field of Study: Taxes (2)	November 20, 2026 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Stock vs. Asset Acquisitions of C Corporations (SVAS) Field of Study: Taxes (2)	November 20, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
Tax Practitioner Horror Stories (TPHS) Field of Study: Taxes (2)	November 20, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Gregory Holzel, CPA, MBA	2	$99.00	Buy Now
Introduction to Trusts for Accounting and Finance Professionals (TRU2) Field of Study: Taxes (2)	November 20, 2026 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
2026 Tax Changes and Year-end Planning Opportunities (YT26) Field of Study: Taxes (2)	November 20, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Edward Renn, Esq.	2	$119.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	November 21, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	November 23, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest (PTE2) Field of Study: Taxes (2)	November 23, 2026 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Section 529 Plans: A Comprehensive Guide (QTP2) Field of Study: Taxes (2)	November 23, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Tax Planning for Rental Real Estate (RRE4) Field of Study: Taxes (4)	November 23, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$179.00	Buy Now
Buying and Selling a Business: Tax and Structuring Overview (SEL4) Field of Study: Taxes (4)	November 23, 2026 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Top Ten Questions from Partnership Clients Regarding the Section 754 Election (T754) Field of Study: Taxes (4)	November 23, 2026 09:00 AM - 12:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	4	$159.00	Buy Now
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms (1041) Field of Study: Taxes (8)	November 24, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	November 24, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Forms 7217 and 7203 (F722) Field of Study: Taxes (2)	November 24, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
The One Big Beautiful Bill Act (OBBBA): What You Need To Know (OBB4) Field of Study: Taxes (4)	November 24, 2026 09:00 AM - 12:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	4	$159.00	Buy Now
Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (SLRR) Field of Study: Taxes (8)	November 24, 2026 09:00 AM - 05:00 PM (Eastern)	Sue Smith, CPA	8	$279.00	Buy Now
Tax Research (TXR2) Field of Study: Taxes (2)	November 24, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Virtual Currency: Keeping Up With the Tax Code (VCR2) Field of Study: Taxes (2)	November 24, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Features and Benefits of SEP IRAs and SIMPLE IRAs (BSS2) Field of Study: Taxes (2)	November 25, 2026 09:00 AM - 11:00 AM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (FTL4) Field of Study: Taxes (4)	November 25, 2026 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings (SCB2) Field of Study: Taxes (2)	November 25, 2026 09:00 AM - 11:00 AM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Stock vs. Asset Acquisitions of C Corporations (SVAS) Field of Study: Taxes (2)	November 25, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
U.S. Taxation of Foreign Corporations: A Case Study Approach (TFC3) Field of Study: Taxes (3)	November 25, 2026 10:00 AM - 01:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	3	$149.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	November 27, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (BSB3) Field of Study: Taxes (3)	November 27, 2026 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
Making Sense of Essential OBBBA Provisions (ESO2) Field of Study: Taxes (2)	November 27, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
S Corporation Taxation: Advanced Issues (SCA4) Field of Study: Taxes (4)	November 27, 2026 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Key Partnership and S Corporation Tax Planning Strategies (BTS4) Field of Study: Taxes (4)	November 28, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
A Complete Tax Guide to Exit Planning (EXP2) Field of Study: Taxes (2)	November 28, 2026 01:00 PM - 03:00 PM (Eastern)	Bob Lickwar, CPA	2	$99.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	November 30, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM) Field of Study: Taxes (2)	November 30, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Mike Callahan, FSPA, CPC, EA, RMA®, CWS®	2	$99.00	Buy Now
Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW) Field of Study: Taxes (8)	November 30, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide (EST2) Field of Study: Taxes (2)	November 30, 2026 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Maximizing Health Savings Accounts for Retirement Planning (MHS2) Field of Study: Taxes (2)	November 30, 2026 10:00 AM - 12:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
How to Effectively Represent Clients Under IRS Audit (RCA2) Field of Study: Taxes (2)	November 30, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA, Shannon Retzke Smith	2	$99.00	Buy Now
Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares (SCL2) Field of Study: Taxes (2)	November 30, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Surgent's Advanced Individual Income Tax Return Issues (STRI) Field of Study: Taxes (8)	November 30, 2026 10:00 AM - 06:00 PM (Eastern)	Debbie Phillips, M.S.T., CPA	8	$279.00	Buy Now
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms (1041) Field of Study: Taxes (8)	December 01, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	December 01, 2026 11:30 AM - 07:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	December 01, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax (CTT2) Field of Study: Taxes (2)	December 01, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Ethics for Tax Professionals (EFTP) Field of Study: Regulatory Ethics (2)	December 01, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$99.00	Buy Now
Preparing the Federal Estate Tax Return (Form 706): A Practical Guide (ETR2) Field of Study: Taxes (2)	December 01, 2026 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Liquidation of Flow-Through Entities for LLCs and Partnerships (LFTE) Field of Study: Taxes (2)	December 01, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest (PTE2) Field of Study: Taxes (2)	December 01, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (RAO2) Field of Study: Taxes (2)	December 01, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$119.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	December 02, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and Losses (CTM2) Field of Study: Taxes (2)	December 02, 2026 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (DDP2) Field of Study: Taxes (2)	December 02, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (PCTR) Field of Study: Taxes (8)	December 02, 2026 10:00 AM - 06:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Select Estate and Life Planning Issues for the Middle-Income Client (PMI4) Field of Study: Taxes (4)	December 02, 2026 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Introduction to Required Minimum Distributions (RMD2) Field of Study: Taxes (2)	December 02, 2026 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
S Corporation Taxation: Advanced Issues (SCA4) Field of Study: Taxes (4)	December 02, 2026 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Schedule 1-A: Implementing Important OBBBA Deductions (SHA2) Field of Study: Taxes (2)	December 02, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Tax Practitioner Horror Stories (TPHS) Field of Study: Taxes (2)	December 02, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Gregory Holzel, CPA, MBA	2	$99.00	Buy Now
Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (1065) Field of Study: Taxes (8)	December 03, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	December 03, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	December 03, 2026 10:00 AM - 06:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State (C230) Field of Study: Regulatory Ethics (2)	December 03, 2026 01:00 PM - 03:00 PM (Eastern)	Karen Hawkins, Attorney at Law	2	$99.00	Buy Now
Review and Analysis of Crucial OBBBA Changes (COB2) Field of Study: Taxes (2)	December 03, 2026 03:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
An Introduction to Health Savings Accounts (IHS2) Field of Study: Taxes (2)	December 03, 2026 10:00 AM - 12:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Section 529 Plans: A Comprehensive Guide (QTP2) Field of Study: Taxes (2)	December 03, 2026 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes (REXE) Field of Study: Taxes (2)	December 03, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$99.00	Buy Now
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC) Field of Study: Taxes (8)	December 03, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Technical Business Practice Issues and Tax Forms for Experienced Practitioners (ATFB) Field of Study: Taxes (8)	December 04, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	December 04, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Introduction to Charitable Gifting for Individual Taxpayers (CGI2) Field of Study: Taxes (2)	December 04, 2026 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Taking Advantage of Installment Sales (INS2) Field of Study: Taxes (2)	December 04, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Financial Planning: Getting Money to Small Business Owners (LFP2) Field of Study: Taxes (2)	December 04, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Navigating Your Client Through the IRS Appeals Process (NAV4) Field of Study: Taxes (4)	December 04, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR) Field of Study: Taxes (8)	December 04, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
OBBBA Rules Relating to Research and Experimental Expenditures (REE2) Field of Study: Taxes (2)	December 04, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Taxation of Tips and Overtime Under OBBBA (TTO2) Field of Study: Taxes (2)	December 04, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
Surgent's Individual and Financial-Planning Tax Camp (IFCP) Field of Study: Taxes (8)	December 05, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$299.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	December 07, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Top Business Tax Planning Strategies (BTPS) Field of Study: Taxes (2)	December 07, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$99.00	Buy Now
Food, Beverage, and Entertainment Expensing (ELEX) Field of Study: Taxes (2)	December 07, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Understanding Partnership Taxation: Debt Allocations (PTA2) Field of Study: Taxes (2)	December 07, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (RTH2) Field of Study: Taxes (2)	December 07, 2026 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Introduction to Trusts for Accounting and Finance Professionals (TRU2) Field of Study: Taxes (2)	December 07, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
2026 Tax Changes and Year-end Planning Opportunities (YT26) Field of Study: Taxes (2)	December 07, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Edward Renn, Esq.	2	$119.00	Buy Now
Surgent's Advanced Critical Tax Issues for S Corporations (ACTS) Field of Study: Taxes (8)	December 08, 2026 10:00 AM - 06:00 PM (Eastern)	Joe Nicola, Jr. JD, CPA, CVA	8	$279.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	December 08, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Critical Issues With Health Savings Accounts (CHS2) Field of Study: Taxes (2)	December 08, 2026 02:00 PM - 04:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Understanding Corporate Taxation: Formation and Shareholder Compensation (CTF2) Field of Study: Taxes (2)	December 08, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Ethics for Tax Professionals (EFTP) Field of Study: Regulatory Ethics (2)	December 08, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$99.00	Buy Now
Tax Reporting for Executive Compensation (EXC2) Field of Study: Taxes (2)	December 08, 2026 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Forms 7217 and 7203 (F722) Field of Study: Taxes (2)	December 08, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Top Individual Tax Planning Strategies (ITPS) Field of Study: Taxes (2)	December 08, 2026 03:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Opportunity Zones: Tax Planning, Compliance, and Emerging Issues (OPZ2) Field of Study: Taxes (2)	December 08, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
Tax Planning for Rental Real Estate (RRE4) Field of Study: Taxes (4)	December 08, 2026 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$179.00	Buy Now
Surgent's Essential Depreciation and Expensing Update (TDP4) Field of Study: Taxes (4)	December 08, 2026 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Tax Update for Client Advisory Services (TXU4) Field of Study: Taxes (4)	December 08, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms (1041) Field of Study: Taxes (8)	December 09, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (1065) Field of Study: Taxes (8)	December 09, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Unique Tax Attributes of Different Entity Types (AET2) Field of Study: Taxes (2)	December 09, 2026 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	December 09, 2026 11:30 AM - 07:30 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Making Sense of Essential OBBBA Provisions (ESO2) Field of Study: Taxes (2)	December 09, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
Getting Ready for Busy Season: Review Individual Tax Form Changes (ITFC) Field of Study: Taxes (2)	December 09, 2026 03:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Taxation of Partnership Distributions and Sales of Partnership Interests (PDS4) Field of Study: Taxes (4)	December 09, 2026 10:00 AM - 01:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM, Lance Weiss, CPA, CVA	4	$159.00	Buy Now
Tax Update for Retirement Planners and Investment Advisors (PRU2) Field of Study: Taxes (2)	December 09, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (RMDM) Field of Study: Taxes (2)	December 09, 2026 02:00 PM - 04:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (TPGS) Field of Study: Taxes (8)	December 09, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (1065) Field of Study: Taxes (8)	December 10, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	December 10, 2026 11:30 AM - 07:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW) Field of Study: Taxes (8)	December 10, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Schedules K-2 and K-3: Filing Requirements (KFR2) Field of Study: Taxes (2)	December 10, 2026 10:00 AM - 12:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	2	$99.00	Buy Now
Post-death Planning and Estate Administration Strategies (PDP2) Field of Study: Taxes (2)	December 10, 2026 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (S754) Field of Study: Taxes (2)	December 10, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (TAC2) Field of Study: Taxes (2)	December 10, 2026 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate (ACE3) Field of Study: Taxes (3)	December 11, 2026 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	December 11, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Choosing the Right Business Entity (CETA) Field of Study: Taxes (2)	December 11, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide (EST2) Field of Study: Taxes (2)	December 11, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Nuts & Bolts of Cryptocurrency Taxation & 1099-DAs (NBCT) Field of Study: Taxes (2)	December 11, 2026 02:00 PM - 04:00 PM (Eastern)	Shehan Chandrasekera, CPA	2	$99.00	Buy Now
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4) Field of Study: Taxes (4)	December 11, 2026 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
The One Big Beautiful Bill Act (OBBBA): What You Need To Know (OBB4) Field of Study: Taxes (4)	December 11, 2026 01:00 PM - 04:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	4	$159.00	Buy Now
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions (PTB4) Field of Study: Taxes (4)	December 11, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock (QSB2) Field of Study: Taxes (2)	December 11, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq., Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (SLRR) Field of Study: Taxes (8)	December 11, 2026 10:00 AM - 06:00 PM (Eastern)	Sue Smith, CPA	8	$279.00	Buy Now
Surgent's Essential Depreciation and Expensing Update (TDP4) Field of Study: Taxes (4)	December 11, 2026 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	December 12, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (ACTL) Field of Study: Taxes (8)	December 14, 2026 10:00 AM - 06:00 PM (Eastern)	Joe Nicola, Jr. JD, CPA, CVA	8	$279.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	December 14, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Review and Analysis of Crucial OBBBA Changes (COB2) Field of Study: Taxes (2)	December 14, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Ethics for Tax Professionals (EFTP) Field of Study: Regulatory Ethics (2)	December 14, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$99.00	Buy Now
International Tax Challenges and Opportunities for U.S. Filers (ITX3) Field of Study: Taxes (3)	December 14, 2026 02:00 PM - 05:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	3	$149.00	Buy Now
A Guide to Nonqualified Deferred Compensation (NDC2) Field of Study: Taxes (2)	December 14, 2026 11:00 AM - 01:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (PRK4) Field of Study: Taxes (4)	December 14, 2026 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Real Estate Taxation: Critical Considerations (RET4) Field of Study: Taxes (4)	December 14, 2026 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
U.S. Taxation of Foreign Corporations: A Case Study Approach (TFC3) Field of Study: Taxes (3)	December 14, 2026 02:00 PM - 05:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	3	$149.00	Buy Now
Tax Loss Limitations Imposed on Individuals and Pass-through Entities (TLL3) Field of Study: Taxes (3)	December 14, 2026 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	3	$169.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	December 15, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State (C230) Field of Study: Regulatory Ethics (2)	December 15, 2026 01:00 PM - 03:00 PM (Eastern)	Karen Hawkins, Attorney at Law	2	$99.00	Buy Now
Navigating OBBBA's Charitable and Education Tax Provisions (CET2) Field of Study: Taxes (2)	December 15, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Preparing and Filing the Federal Gift Tax Return (Form 709): A Practical Guide (GTR2) Field of Study: Taxes (2)	December 15, 2026 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI) Field of Study: Taxes (8)	December 15, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Schedules K-2 and K-3: Preparation of Forms (KPF2) Field of Study: Taxes (2)	December 15, 2026 01:00 PM - 03:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	2	$99.00	Buy Now
Maximizing Health Savings Accounts for Retirement Planning (MHS2) Field of Study: Taxes (2)	December 15, 2026 10:00 AM - 12:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Tax Research - Intermediate Concepts (TRS2) Field of Study: Taxes (2)	December 15, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Taxation of Tips and Overtime Under OBBBA (TTO2) Field of Study: Taxes (2)	December 15, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203 (UARB) Field of Study: Taxes (2)	December 15, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Adapting to OBBBA Changes: A Strategic Review (ADO2) Field of Study: Taxes (2)	December 16, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	December 16, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax (CTT2) Field of Study: Taxes (2)	December 16, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Depreciation Rules for Bonus and Section 179 Expensing (DRBE) Field of Study: Taxes (2)	December 16, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Sean Lichterman	2	$99.00	Buy Now
Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR) Field of Study: Taxes (8)	December 16, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Representing a Client in an IRS Audit (RCA3) Field of Study: Taxes (3)	December 16, 2026 09:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Shannon Retzke Smith	3	$169.00	Buy Now
Required Minimum Distributions: Compliance and Planning (RMD4) Field of Study: Taxes (4)	December 16, 2026 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
2026 Tax Changes and Year-end Planning Opportunities (YT26) Field of Study: Taxes (2)	December 16, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Edward Renn, Esq.	2	$119.00	Buy Now
Surgent's Federal Tax Update (BFT4) Field of Study: Taxes (4)	December 17, 2026 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Ethics for Tax Professionals (EFTP) Field of Study: Regulatory Ethics (2)	December 17, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$99.00	Buy Now
Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (EMIC) Field of Study: Taxes (2)	December 17, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Louis Federici, Edward Renn, Esq.	2	$99.00	Buy Now
IRS Tax Examinations and Hot Issues (EXI4) Field of Study: Taxes (4)	December 17, 2026 01:30 PM - 05:00 PM (Eastern)	Debbie Phillips, M.S.T., CPA	4	$159.00	Buy Now
Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (FTL4) Field of Study: Taxes (4)	December 17, 2026 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Surgent's Individual and Financial-Planning Tax Camp (IFCP) Field of Study: Taxes (8)	December 17, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$299.00	Buy Now
An Introduction to Health Savings Accounts (IHS2) Field of Study: Taxes (2)	December 17, 2026 01:00 PM - 03:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Taking Advantage of Like-Kind Exchanges (LKE2) Field of Study: Taxes (2)	December 17, 2026 03:00 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (PCTR) Field of Study: Taxes (8)	December 17, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Purchase and Sale of a Residence: Critical Tax Issues (PSR2) Field of Study: Taxes (2)	December 17, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
Critical Issues Involving Taxation of Construction Contractors (TCC4) Field of Study: Taxes (4)	December 17, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC) Field of Study: Taxes (8)	December 17, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	December 18, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Features and Benefits of SEP IRAs and SIMPLE IRAs (BSS2) Field of Study: Taxes (2)	December 18, 2026 01:00 PM - 03:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Capital Assets: Basis and Taxation for Financial Professionals (CAB2) Field of Study: Taxes (2)	December 18, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
A Complete Tax Guide to Exit Planning (EXP2) Field of Study: Taxes (2)	December 18, 2026 10:00 AM - 12:00 PM (Eastern)	Bob Lickwar, CPA	2	$99.00	Buy Now
A Complete Guide to Reporting Form 1099-DA (FDA2) Field of Study: Taxes (2)	December 18, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Taking Advantage of Installment Sales and Like-Kind Exchanges (ISL4) Field of Study: Taxes (4)	December 18, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Tax Update for Retirement Planners and Investment Advisors (PRU2) Field of Study: Taxes (2)	December 18, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Stock vs. Asset Acquisitions of C Corporations (SVAS) Field of Study: Taxes (2)	December 18, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
Going Out on Your Own: Entity Types and Accounting Methods (TAM2) Field of Study: Taxes (2)	December 18, 2026 03:00 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	December 21, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	December 21, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Introduction to Charitable Gifting for Individual Taxpayers (CGI2) Field of Study: Taxes (2)	December 21, 2026 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Making Sense of Essential OBBBA Provisions (ESO2) Field of Study: Taxes (2)	December 21, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
Guide to Payroll Taxes and 1099 Issues (GPT4) Field of Study: Taxes (4)	December 21, 2026 01:30 PM - 05:00 PM (Eastern)	Debbie Phillips, M.S.T., CPA	4	$159.00	Buy Now
Financial Planning: Getting Money to Small Business Owners (LFP2) Field of Study: Taxes (2)	December 21, 2026 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4) Field of Study: Taxes (4)	December 21, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
OBBBA Rules Relating to Research and Experimental Expenditures (REE2) Field of Study: Taxes (2)	December 21, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings (SCB2) Field of Study: Taxes (2)	December 21, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Update on the SECURE 2.0 Act (SEC2) Field of Study: Taxes (2)	December 21, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Denise Appleby, MJ, APA, CISP, CRPS, CRC, Edward Renn, Esq.	2	$99.00	Buy Now
Technical Business Practice Issues and Tax Forms for Experienced Practitioners (ATFB) Field of Study: Taxes (8)	December 22, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Key Partnership and S Corporation Tax Planning Strategies (BTS4) Field of Study: Taxes (4)	December 22, 2026 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
A Guide to the 401(k): Concepts and Strategies (GDK2) Field of Study: Taxes (2)	December 22, 2026 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (IRQ2) Field of Study: Taxes (2)	December 22, 2026 02:00 PM - 04:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
Top Individual Tax Planning Strategies (ITPS) Field of Study: Taxes (2)	December 22, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock (QSB2) Field of Study: Taxes (2)	December 22, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq., Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (RAO2) Field of Study: Taxes (2)	December 22, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$119.00	Buy Now
Virtual Currency: Keeping Up With the Tax Code (VCR2) Field of Study: Taxes (2)	December 22, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	December 23, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Succession Planning for the Small Business Owner: Finding the Exit Ramp (BSP4) Field of Study: Taxes (4)	December 23, 2026 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Critical Issues With Health Savings Accounts (CHS2) Field of Study: Taxes (2)	December 23, 2026 10:00 AM - 12:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and Losses (CTM2) Field of Study: Taxes (2)	December 23, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Guide to Payroll Taxes and 1099 Issues (GPT4) Field of Study: Taxes (4)	December 23, 2026 09:00 AM - 12:30 PM (Eastern)	Debbie Phillips, M.S.T., CPA	4	$159.00	Buy Now
Real Estate for Accounting and Finance Professionals (RLE2) Field of Study: Taxes (2)	December 23, 2026 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Buying and Selling a Business: Tax and Structuring Overview (SEL4) Field of Study: Taxes (4)	December 23, 2026 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Surgent's Advanced Individual Income Tax Return Issues (STRI) Field of Study: Taxes (8)	December 23, 2026 09:00 AM - 05:00 PM (Eastern)	Debbie Phillips, M.S.T., CPA	8	$279.00	Buy Now
Hiring New Workers and Payroll Taxes (WPT2) Field of Study: Taxes (2)	December 23, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (ATFI) Field of Study: Taxes (8)	December 24, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	December 24, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	December 24, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (BSB3) Field of Study: Taxes (3)	December 24, 2026 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
A Guide to Gig Economy Tax Issues (GIG2) Field of Study: Taxes (2)	December 24, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Securing a Comfortable Retirement in the Age of Spending (SCRT) Field of Study: Specialized Knowledge (4), Taxes (4)	December 24, 2026 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Top Ten Questions from Partnership Clients Regarding the Section 754 Election (T754) Field of Study: Taxes (4)	December 24, 2026 09:00 AM - 12:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	4	$159.00	Buy Now
Adapting to OBBBA Changes: A Strategic Review (ADO2) Field of Study: Taxes (2)	December 28, 2026 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Surgent's Federal Tax Update (BFT4) Field of Study: Taxes (4)	December 28, 2026 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (BSB3) Field of Study: Taxes (3)	December 28, 2026 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
Top Individual Tax Planning Strategies (ITPS) Field of Study: Taxes (2)	December 28, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (MOC2) Field of Study: Taxes (2)	December 28, 2026 02:00 PM - 04:00 PM (Eastern)	Gregory Holzel, CPA, MBA	2	$99.00	Buy Now
Tax Research (TXR2) Field of Study: Taxes (2)	December 28, 2026 09:00 AM - 11:00 AM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	December 29, 2026 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Guide to Partner Capital Account Reporting (CPMB) Field of Study: Taxes (2)	December 29, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Michael Frost, CPA	2	$99.00	Buy Now
Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW) Field of Study: Taxes (8)	December 29, 2026 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Fundamentals of Public Charity Taxation and Form 990 (F994) Field of Study: Taxes (4)	December 29, 2026 01:00 PM - 04:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Helen Cheng	4	$159.00	Buy Now
Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (PCTR) Field of Study: Taxes (8)	December 29, 2026 10:00 AM - 06:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR) Field of Study: Taxes (8)	December 29, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (SCC2) Field of Study: Taxes (2)	December 29, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Schedule 1-A: Implementing Important OBBBA Deductions (SHA2) Field of Study: Taxes (2)	December 29, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
2026 Tax Changes and Year-end Planning Opportunities (YT26) Field of Study: Taxes (2)	December 29, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Edward Renn, Esq.	2	$119.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	December 30, 2026 11:30 AM - 07:30 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	December 30, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Understanding Corporate Taxation: Formation and Shareholder Compensation (CTF2) Field of Study: Taxes (2)	December 30, 2026 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Home Office Rules (HOF2) Field of Study: Taxes (2)	December 30, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Maximizing Health Savings Accounts for Retirement Planning (MHS2) Field of Study: Taxes (2)	December 30, 2026 02:00 PM - 04:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
The One Big Beautiful Bill Act (OBBBA): What You Need To Know (OBB4) Field of Study: Taxes (4)	December 30, 2026 09:00 AM - 12:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	4	$159.00	Buy Now
Opportunity Zones: Tax Planning, Compliance, and Emerging Issues (OPZ2) Field of Study: Taxes (2)	December 30, 2026 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq., Mike Tucker, Ph.D., LL.M., J.D., CPA	2	$119.00	Buy Now
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC) Field of Study: Taxes (8)	December 30, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	December 31, 2026 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM) Field of Study: Taxes (2)	December 31, 2026 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Mike Callahan, FSPA, CPC, EA, RMA®, CWS®	2	$99.00	Buy Now
Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (EMIC) Field of Study: Taxes (2)	December 31, 2026 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Louis Federici, Edward Renn, Esq.	2	$99.00	Buy Now
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4) Field of Study: Taxes (4)	December 31, 2026 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Understanding Partnership Taxation: Debt Allocations (PTA2) Field of Study: Taxes (2)	December 31, 2026 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Top Business Tax Planning Strategies (BTPS) Field of Study: Taxes (2)	January 04, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$99.00	Buy Now
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State (C230) Field of Study: Regulatory Ethics (2)	January 04, 2027 01:00 PM - 03:00 PM (Eastern)	Karen Hawkins, Attorney at Law	2	$99.00	Buy Now
Navigating OBBBA's Charitable and Education Tax Provisions (CET2) Field of Study: Taxes (2)	January 04, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Critical Issues With Health Savings Accounts (CHS2) Field of Study: Taxes (2)	January 04, 2027 01:00 PM - 03:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and Losses (CTM2) Field of Study: Taxes (2)	January 04, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (DDP2) Field of Study: Taxes (2)	January 04, 2027 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Surgent's Individual and Financial-Planning Tax Camp (IFCP) Field of Study: Taxes (8)	January 04, 2027 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$299.00	Buy Now
U.S. Taxation of Foreign Corporations: A Case Study Approach (TFC3) Field of Study: Taxes (3)	January 04, 2027 09:00 AM - 12:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	3	$149.00	Buy Now
Guide to Payroll Taxes and 1099 Issues (GPT4) Field of Study: Taxes (4)	January 05, 2027 01:00 PM - 04:30 PM (Eastern)	Debbie Phillips, M.S.T., CPA	4	$159.00	Buy Now
Getting Ready for Busy Season: Review Individual Tax Form Changes (ITFC) Field of Study: Taxes (2)	January 05, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Purchase and Sale of a Residence: Critical Tax Issues (PSR2) Field of Study: Taxes (2)	January 05, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
Introduction to Required Minimum Distributions (RMD2) Field of Study: Taxes (2)	January 05, 2027 09:00 AM - 11:00 AM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
S Corporation Core Tax Issues From Formation Through Liquidation (SCTI) Field of Study: Taxes (8)	January 05, 2027 10:00 AM - 06:00 PM (Eastern)	Sue Smith, CPA	8	$279.00	Buy Now
Surgent's Advanced Individual Income Tax Return Issues (STRI) Field of Study: Taxes (8)	January 05, 2027 09:00 AM - 05:00 PM (Eastern)	Debbie Phillips, M.S.T., CPA	8	$279.00	Buy Now
Going Out on Your Own: Entity Types and Accounting Methods (TAM2) Field of Study: Taxes (2)	January 05, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (TPGS) Field of Study: Taxes (8)	January 05, 2027 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Tax Research - Intermediate Concepts (TRS2) Field of Study: Taxes (2)	January 05, 2027 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Surgent's Federal Tax Update (BFT4) Field of Study: Taxes (4)	January 06, 2027 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	January 06, 2027 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Capital Assets: Basis and Taxation for Financial Professionals (CAB2) Field of Study: Taxes (2)	January 06, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Taxation of Partnership Distributions and Sales of Partnership Interests (PDS4) Field of Study: Taxes (4)	January 06, 2027 10:00 AM - 01:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM, Lance Weiss, CPA, CVA	4	$159.00	Buy Now
Partnership and LLC Core Tax Issues From Formation Through Liquidation (PLTI) Field of Study: Taxes (8)	January 06, 2027 10:00 AM - 06:00 PM (Eastern)	Sue Smith, CPA	8	$279.00	Buy Now
Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (PRK4) Field of Study: Taxes (4)	January 06, 2027 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions (PTB4) Field of Study: Taxes (4)	January 06, 2027 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC) Field of Study: Taxes (8)	January 06, 2027 11:00 AM - 07:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Key Partnership and S Corporation Tax Planning Strategies (BTS4) Field of Study: Taxes (4)	January 07, 2027 10:00 AM - 01:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Ethics for Tax Professionals (EFTP) Field of Study: Regulatory Ethics (2)	January 07, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$99.00	Buy Now
Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR) Field of Study: Taxes (8)	January 07, 2027 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (RAO2) Field of Study: Taxes (2)	January 07, 2027 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$119.00	Buy Now
S Corporation Taxation: Advanced Issues (SCA4) Field of Study: Taxes (4)	January 07, 2027 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Surgent's Essential Depreciation and Expensing Update (TDP4) Field of Study: Taxes (4)	January 07, 2027 02:00 PM - 05:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Tax Update for Client Advisory Services (TXU4) Field of Study: Taxes (4)	January 07, 2027 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Technical Business Practice Issues and Tax Forms for Experienced Practitioners (ATFB) Field of Study: Taxes (8)	January 08, 2027 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	January 08, 2027 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax (CTT2) Field of Study: Taxes (2)	January 08, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Tax Reporting for Executive Compensation (EXC2) Field of Study: Taxes (2)	January 08, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
A Complete Guide to Reporting Form 1099-DA (FDA2) Field of Study: Taxes (2)	January 08, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Taking Advantage of Installment Sales and Like-Kind Exchanges (ISL4) Field of Study: Taxes (4)	January 08, 2027 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (RTH2) Field of Study: Taxes (2)	January 08, 2027 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (SCC2) Field of Study: Taxes (2)	January 08, 2027 09:00 AM - 11:00 AM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203 (UARB) Field of Study: Taxes (2)	January 08, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
2026 Tax Changes and Year-end Planning Opportunities (YT26) Field of Study: Taxes (2)	January 08, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Edward Renn, Esq.	2	$119.00	Buy Now
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms (1041) Field of Study: Taxes (8)	January 11, 2027 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Adapting to OBBBA Changes: A Strategic Review (ADO2) Field of Study: Taxes (2)	January 11, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (FTL4) Field of Study: Taxes (4)	January 11, 2027 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Getting Ready for Busy Season: Review Individual Tax Form Changes (ITFC) Field of Study: Taxes (2)	January 11, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Section 529 Plans: A Comprehensive Guide (QTP2) Field of Study: Taxes (2)	January 11, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Buying and Selling a Business: Tax and Structuring Overview (SEL4) Field of Study: Taxes (4)	January 11, 2027 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Critical Issues Involving Taxation of Construction Contractors (TCC4) Field of Study: Taxes (4)	January 11, 2027 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Unique Tax Attributes of Different Entity Types (AET2) Field of Study: Taxes (2)	January 12, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	January 12, 2027 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Choosing the Right Business Entity (CETA) Field of Study: Taxes (2)	January 12, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Nuts & Bolts of Cryptocurrency Taxation & 1099-DAs (NBCT) Field of Study: Taxes (2)	January 12, 2027 02:00 PM - 04:00 PM (Eastern)	Shehan Chandrasekera, CPA	2	$99.00	Buy Now
OBBBA Rules Relating to Research and Experimental Expenditures (REE2) Field of Study: Taxes (2)	January 12, 2027 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (SLRR) Field of Study: Taxes (8)	January 12, 2027 10:00 AM - 06:00 PM (Eastern)	Sue Smith, CPA	8	$279.00	Buy Now
Top Ten Questions from Partnership Clients Regarding the Section 754 Election (T754) Field of Study: Taxes (4)	January 12, 2027 01:00 PM - 04:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	4	$159.00	Buy Now
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC) Field of Study: Taxes (8)	January 12, 2027 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Introduction to Trusts for Accounting and Finance Professionals (TRU2) Field of Study: Taxes (2)	January 12, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Surgent's Federal Tax Update (BFT4) Field of Study: Taxes (4)	January 13, 2027 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	January 13, 2027 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Food, Beverage, and Entertainment Expensing (ELEX) Field of Study: Taxes (2)	January 13, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW) Field of Study: Taxes (8)	January 13, 2027 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Home Office Rules (HOF2) Field of Study: Taxes (2)	January 13, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Maximizing Health Savings Accounts for Retirement Planning (MHS2) Field of Study: Taxes (2)	January 13, 2027 10:00 AM - 12:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4) Field of Study: Taxes (4)	January 13, 2027 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (PCTR) Field of Study: Taxes (8)	January 13, 2027 10:00 AM - 06:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Real Estate for Accounting and Finance Professionals (RLE2) Field of Study: Taxes (2)	January 13, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Technical Business Practice Issues and Tax Forms for Experienced Practitioners (ATFB) Field of Study: Taxes (8)	January 14, 2027 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide (EST2) Field of Study: Taxes (2)	January 14, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR) Field of Study: Taxes (8)	January 14, 2027 10:00 AM - 06:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
How to Effectively Represent Clients Under IRS Audit (RCA2) Field of Study: Taxes (2)	January 14, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA, Shannon Retzke Smith	2	$99.00	Buy Now
Required Minimum Distributions: Compliance and Planning (RMD4) Field of Study: Taxes (4)	January 14, 2027 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings (SCB2) Field of Study: Taxes (2)	January 14, 2027 09:00 AM - 11:00 AM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Surgent's Advanced Individual Income Tax Return Issues (STRI) Field of Study: Taxes (8)	January 14, 2027 09:00 AM - 05:00 PM (Eastern)	Debbie Phillips, M.S.T., CPA	8	$279.00	Buy Now
Features and Benefits of SEP IRAs and SIMPLE IRAs (BSS2) Field of Study: Taxes (2)	January 15, 2027 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Guide to Calculating S Corporation Shareholder Stock and Loan Basis (CSSB) Field of Study: Taxes (2)	January 15, 2027 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Making Sense of Essential OBBBA Provisions (ESO2) Field of Study: Taxes (2)	January 15, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
International Tax Challenges and Opportunities for U.S. Filers (ITX3) Field of Study: Taxes (3)	January 15, 2027 10:00 AM - 01:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	3	$149.00	Buy Now
Taking Advantage of Like-Kind Exchanges (LKE2) Field of Study: Taxes (2)	January 15, 2027 03:00 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Opportunity Zones: Tax Planning, Compliance, and Emerging Issues (OPZ2) Field of Study: Taxes (2)	January 15, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq., Mike Tucker, Ph.D., LL.M., J.D., CPA	2	$119.00	Buy Now
Post-death Planning and Estate Administration Strategies (PDP2) Field of Study: Taxes (2)	January 15, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Tax Loss Limitations Imposed on Individuals and Pass-through Entities (TLL3) Field of Study: Taxes (3)	January 15, 2027 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	3	$169.00	Buy Now
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (ACTL) Field of Study: Taxes (8)	January 19, 2027 10:00 AM - 06:00 PM (Eastern)	Joe Nicola, Jr. JD, CPA, CVA	8	$279.00	Buy Now
Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (ATFI) Field of Study: Taxes (8)	January 19, 2027 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	January 19, 2027 11:30 AM - 07:30 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Forms 7217 and 7203 (F722) Field of Study: Taxes (2)	January 19, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Liquidation of Flow-Through Entities for LLCs and Partnerships (LFTE) Field of Study: Taxes (2)	January 19, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
Real Estate Taxation: Critical Considerations (RET4) Field of Study: Taxes (4)	January 19, 2027 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Update on the SECURE 2.0 Act (SEC2) Field of Study: Taxes (2)	January 19, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Denise Appleby, MJ, APA, CISP, CRPS, CRC, Edward Renn, Esq.	2	$99.00	Buy Now
Virtual Currency: Keeping Up With the Tax Code (VCR2) Field of Study: Taxes (2)	January 19, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Surgent's Advanced Critical Tax Issues for S Corporations (ACTS) Field of Study: Taxes (8)	January 20, 2027 10:00 AM - 06:00 PM (Eastern)	Joe Nicola, Jr. JD, CPA, CVA	8	$279.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	January 20, 2027 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Introduction to Charitable Gifting for Individual Taxpayers (CGI2) Field of Study: Taxes (2)	January 20, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Depreciation Rules for Bonus and Section 179 Expensing (DRBE) Field of Study: Taxes (2)	January 20, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Sean Lichterman	2	$99.00	Buy Now
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4) Field of Study: Taxes (4)	January 20, 2027 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
The One Big Beautiful Bill Act (OBBBA): What You Need To Know (OBB4) Field of Study: Taxes (4)	January 20, 2027 01:00 PM - 04:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	4	$159.00	Buy Now
Representing a Client in an IRS Audit (RCA3) Field of Study: Taxes (3)	January 20, 2027 09:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Shannon Retzke Smith	3	$169.00	Buy Now
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (TPGS) Field of Study: Taxes (8)	January 20, 2027 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (ATFI) Field of Study: Taxes (8)	January 21, 2027 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	January 21, 2027 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Guide to Partner Capital Account Reporting (CPMB) Field of Study: Taxes (2)	January 21, 2027 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Michael Frost, CPA	2	$99.00	Buy Now
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI) Field of Study: Taxes (8)	January 21, 2027 10:00 AM - 06:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Financial Planning: Getting Money to Small Business Owners (LFP2) Field of Study: Taxes (2)	January 21, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (TAC2) Field of Study: Taxes (2)	January 21, 2027 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC) Field of Study: Taxes (8)	January 21, 2027 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Technical Business Practice Issues and Tax Forms for Experienced Practitioners (ATFB) Field of Study: Taxes (8)	January 22, 2027 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	January 22, 2027 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Review and Analysis of Crucial OBBBA Changes (COB2) Field of Study: Taxes (2)	January 22, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Understanding Corporate Taxation: Formation and Shareholder Compensation (CTF2) Field of Study: Taxes (2)	January 22, 2027 09:00 AM - 11:00 AM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
A Guide to Gig Economy Tax Issues (GIG2) Field of Study: Taxes (2)	January 22, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (IRQ2) Field of Study: Taxes (2)	January 22, 2027 02:00 PM - 04:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
A Guide to Nonqualified Deferred Compensation (NDC2) Field of Study: Taxes (2)	January 22, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Tax Planning for Rental Real Estate (RRE4) Field of Study: Taxes (4)	January 22, 2027 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$179.00	Buy Now
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (S754) Field of Study: Taxes (2)	January 22, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (BSB3) Field of Study: Taxes (3)	January 25, 2027 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest (PTE2) Field of Study: Taxes (2)	January 25, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock (QSB2) Field of Study: Taxes (2)	January 25, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq., Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Schedule 1-A: Implementing Important OBBBA Deductions (SHA2) Field of Study: Taxes (2)	January 25, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Hiring New Workers and Payroll Taxes (WPT2) Field of Study: Taxes (2)	January 25, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate (ACE3) Field of Study: Taxes (3)	January 26, 2027 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
Surgent's Federal Tax Update (BFT4) Field of Study: Taxes (4)	January 26, 2027 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
A Guide to the 401(k): Concepts and Strategies (GDK2) Field of Study: Taxes (2)	January 26, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Surgent's Individual and Financial-Planning Tax Camp (IFCP) Field of Study: Taxes (8)	January 26, 2027 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$299.00	Buy Now
Stock vs. Asset Acquisitions of C Corporations (SVAS) Field of Study: Taxes (2)	January 26, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
Ethics for Tax Professionals (EFTP) Field of Study: Regulatory Ethics (2)	January 27, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$99.00	Buy Now
Preparing the Federal Estate Tax Return (Form 706): A Practical Guide (ETR2) Field of Study: Taxes (2)	January 27, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
An Introduction to Health Savings Accounts (IHS2) Field of Study: Taxes (2)	January 27, 2027 10:00 AM - 12:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Getting Ready for Busy Season: Review Individual Tax Form Changes (ITFC) Field of Study: Taxes (2)	January 27, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Tax Update for Retirement Planners and Investment Advisors (PRU2) Field of Study: Taxes (2)	January 27, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (RTH2) Field of Study: Taxes (2)	January 27, 2027 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares (SCL2) Field of Study: Taxes (2)	January 27, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Taxation of Tips and Overtime Under OBBBA (TTO2) Field of Study: Taxes (2)	January 27, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	January 28, 2027 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Guide to Partner Capital Account Reporting (CPMB) Field of Study: Taxes (2)	January 28, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Michael Frost, CPA	2	$99.00	Buy Now
Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW) Field of Study: Taxes (8)	January 28, 2027 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Preparing and Filing the Federal Gift Tax Return (Form 709): A Practical Guide (GTR2) Field of Study: Taxes (2)	January 28, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes (REXE) Field of Study: Taxes (2)	January 28, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$99.00	Buy Now
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms (1041) Field of Study: Taxes (8)	January 29, 2027 09:00 AM - 05:00 PM (Eastern)	Michael Frost, CPA	8	$279.00	Buy Now
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM) Field of Study: Taxes (2)	January 29, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Mike Callahan, FSPA, CPC, EA, RMA®, CWS®	2	$99.00	Buy Now
Depreciation Rules for Bonus and Section 179 Expensing (DRBE) Field of Study: Taxes (2)	January 29, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Sean Lichterman	2	$99.00	Buy Now
Taking Advantage of Installment Sales (INS2) Field of Study: Taxes (2)	January 29, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4) Field of Study: Taxes (4)	January 29, 2027 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Tax Research (TXR2) Field of Study: Taxes (2)	January 29, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
The Best Individual Income Tax Update Course by Surgent (BITU) Field of Study: Taxes (8)	February 01, 2027 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Top Business Tax Planning Strategies (BTPS) Field of Study: Taxes (2)	February 01, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$99.00	Buy Now
Critical Issues With Health Savings Accounts (CHS2) Field of Study: Taxes (2)	February 01, 2027 01:00 PM - 03:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR) Field of Study: Taxes (8)	February 01, 2027 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Understanding Partnership Taxation: Debt Allocations (PTA2) Field of Study: Taxes (2)	February 01, 2027 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Guide to Calculating S Corporation Shareholder Stock and Loan Basis (CSSB) Field of Study: Taxes (2)	February 02, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax (CTT2) Field of Study: Taxes (2)	February 02, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Navigating Your Client Through the IRS Appeals Process (NAV4) Field of Study: Taxes (4)	February 02, 2027 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Select Estate and Life Planning Issues for the Middle-Income Client (PMI4) Field of Study: Taxes (4)	February 02, 2027 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions (PTB4) Field of Study: Taxes (4)	February 02, 2027 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
How to Effectively Represent Clients Under IRS Audit (RCA2) Field of Study: Taxes (2)	February 02, 2027 11:00 AM - 01:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA, Shannon Retzke Smith	2	$99.00	Buy Now
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) Field of Study: Taxes (8)	February 03, 2027 09:00 AM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	8	$279.00	Buy Now
Choosing the Right Business Entity (CETA) Field of Study: Taxes (2)	February 03, 2027 03:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and Losses (CTM2) Field of Study: Taxes (2)	February 03, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
A Guide to Nonqualified Deferred Compensation (NDC2) Field of Study: Taxes (2)	February 03, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Update on the SECURE 2.0 Act (SEC2) Field of Study: Taxes (2)	February 03, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Denise Appleby, MJ, APA, CISP, CRPS, CRC, Edward Renn, Esq.	2	$99.00	Buy Now
U.S. Taxation of Foreign Corporations: A Case Study Approach (TFC3) Field of Study: Taxes (3)	February 03, 2027 09:00 AM - 12:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	3	$149.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	February 04, 2027 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Succession Planning for the Small Business Owner: Finding the Exit Ramp (BSP4) Field of Study: Taxes (4)	February 04, 2027 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Preparing the Federal Estate Tax Return (Form 706): A Practical Guide (ETR2) Field of Study: Taxes (2)	February 04, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Getting Ready for Busy Season: Review Individual Tax Form Changes (ITFC) Field of Study: Taxes (2)	February 04, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4) Field of Study: Taxes (4)	February 04, 2027 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
OBBBA Rules Relating to Research and Experimental Expenditures (REE2) Field of Study: Taxes (2)	February 04, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Surgent's Essential Depreciation and Expensing Update (TDP4) Field of Study: Taxes (4)	February 04, 2027 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	February 05, 2027 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Capital Assets: Basis and Taxation for Financial Professionals (CAB2) Field of Study: Taxes (2)	February 05, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Navigating OBBBA's Charitable and Education Tax Provisions (CET2) Field of Study: Taxes (2)	February 05, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Introduction to Required Minimum Distributions (RMD2) Field of Study: Taxes (2)	February 05, 2027 02:00 PM - 04:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
Features and Benefits of SEP IRAs and SIMPLE IRAs (BSS2) Field of Study: Taxes (2)	February 08, 2027 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Forms 7217 and 7203 (F722) Field of Study: Taxes (2)	February 08, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Preparing and Filing the Federal Gift Tax Return (Form 709): A Practical Guide (GTR2) Field of Study: Taxes (2)	February 08, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Going Out on Your Own: Entity Types and Accounting Methods (TAM2) Field of Study: Taxes (2)	February 08, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203 (UARB) Field of Study: Taxes (2)	February 08, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Hiring New Workers and Payroll Taxes (WPT2) Field of Study: Taxes (2)	February 08, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Adapting to OBBBA Changes: A Strategic Review (ADO2) Field of Study: Taxes (2)	February 09, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Understanding Corporate Taxation: Formation and Shareholder Compensation (CTF2) Field of Study: Taxes (2)	February 09, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
IRS Tax Examinations and Hot Issues (EXI4) Field of Study: Taxes (4)	February 09, 2027 01:30 PM - 05:00 PM (Eastern)	Debbie Phillips, M.S.T., CPA	4	$159.00	Buy Now
Fundamentals of Public Charity Taxation and Form 990 (F994) Field of Study: Taxes (4)	February 09, 2027 01:00 PM - 04:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Helen Cheng	4	$159.00	Buy Now
International Tax Challenges and Opportunities for U.S. Filers (ITX3) Field of Study: Taxes (3)	February 09, 2027 10:00 AM - 01:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	3	$149.00	Buy Now
Post-death Planning and Estate Administration Strategies (PDP2) Field of Study: Taxes (2)	February 09, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
S Corporation Taxation: Advanced Issues (SCA4) Field of Study: Taxes (4)	February 09, 2027 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings (SCB2) Field of Study: Taxes (2)	February 09, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Review and Analysis of Crucial OBBBA Changes (COB2) Field of Study: Taxes (2)	February 10, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Tax Reporting for Executive Compensation (EXC2) Field of Study: Taxes (2)	February 10, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
A Complete Tax Guide to Exit Planning (EXP2) Field of Study: Taxes (2)	February 10, 2027 10:00 AM - 12:00 PM (Eastern)	Bob Lickwar, CPA	2	$99.00	Buy Now
Purchase and Sale of a Residence: Critical Tax Issues (PSR2) Field of Study: Taxes (2)	February 10, 2027 11:00 AM - 01:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
Representing a Client in an IRS Audit (RCA3) Field of Study: Taxes (3)	February 10, 2027 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Shannon Retzke Smith	3	$169.00	Buy Now
Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (SCC2) Field of Study: Taxes (2)	February 10, 2027 09:00 AM - 11:00 AM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Buying and Selling a Business: Tax and Structuring Overview (SEL4) Field of Study: Taxes (4)	February 10, 2027 09:00 AM - 12:30 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
Understanding How the IRS Rewards Whistleblowers (UHIR) Field of Study: Taxes (2)	February 10, 2027 09:00 AM - 11:00 AM (Eastern)	Jason Cornell, Esq.	2	$99.00	Buy Now
A Complete Guide to Reporting Form 1099-DA (FDA2) Field of Study: Taxes (2)	February 11, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (FTL4) Field of Study: Taxes (4)	February 11, 2027 01:30 PM - 05:00 PM (Eastern)	Michael Frost, CPA	4	$159.00	Buy Now
A Guide to the 401(k): Concepts and Strategies (GDK2) Field of Study: Taxes (2)	February 11, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
An Introduction to Health Savings Accounts (IHS2) Field of Study: Taxes (2)	February 11, 2027 02:00 PM - 04:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Getting Ready for Busy Season: Review Individual Tax Form Changes (ITFC) Field of Study: Taxes (2)	February 11, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Tax Update for Retirement Planners and Investment Advisors (PRU2) Field of Study: Taxes (2)	February 11, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (RMDM) Field of Study: Taxes (2)	February 11, 2027 02:00 PM - 04:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Top Ten Questions from Partnership Clients Regarding the Section 754 Election (T754) Field of Study: Taxes (4)	February 11, 2027 01:00 PM - 04:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	4	$159.00	Buy Now
The Best Federal Tax Update Course by Surgent (BFTU) Field of Study: Taxes (8)	February 12, 2027 09:00 AM - 05:00 PM (Eastern)	Gregory Holzel, CPA, MBA	8	$279.00	Buy Now
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM) Field of Study: Taxes (2)	February 12, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Mike Callahan, FSPA, CPC, EA, RMA®, CWS®	2	$99.00	Buy Now
Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (DDP2) Field of Study: Taxes (2)	February 12, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Financial Planning: Getting Money to Small Business Owners (LFP2) Field of Study: Taxes (2)	February 12, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (MOC2) Field of Study: Taxes (2)	February 12, 2027 10:00 AM - 12:00 PM (Eastern)	Gregory Holzel, CPA, MBA	2	$99.00	Buy Now
Opportunity Zones: Tax Planning, Compliance, and Emerging Issues (OPZ2) Field of Study: Taxes (2)	February 16, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq., Mike Tucker, Ph.D., LL.M., J.D., CPA	2	$119.00	Buy Now
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (TAC2) Field of Study: Taxes (2)	February 16, 2027 02:00 PM - 04:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Tax Loss Limitations Imposed on Individuals and Pass-through Entities (TLL3) Field of Study: Taxes (3)	February 16, 2027 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	3	$169.00	Buy Now
Virtual Currency: Keeping Up With the Tax Code (VCR2) Field of Study: Taxes (2)	February 16, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate (ACE3) Field of Study: Taxes (3)	February 17, 2027 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
Introduction to Charitable Gifting for Individual Taxpayers (CGI2) Field of Study: Taxes (2)	February 17, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (IRQ2) Field of Study: Taxes (2)	February 17, 2027 01:00 PM - 03:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
The One Big Beautiful Bill Act (OBBBA): What You Need To Know (OBB4) Field of Study: Taxes (4)	February 17, 2027 01:00 PM - 04:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	4	$159.00	Buy Now
Tax Planning for Rental Real Estate (RRE4) Field of Study: Taxes (4)	February 17, 2027 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$179.00	Buy Now
Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (EMIC) Field of Study: Taxes (2)	February 18, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Louis Federici, Edward Renn, Esq.	2	$99.00	Buy Now
Making Sense of Essential OBBBA Provisions (ESO2) Field of Study: Taxes (2)	February 18, 2027 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
A Guide to Gig Economy Tax Issues (GIG2) Field of Study: Taxes (2)	February 18, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4) Field of Study: Taxes (4)	February 18, 2027 01:30 PM - 05:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock (QSB2) Field of Study: Taxes (2)	February 18, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq., Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Introduction to Trusts for Accounting and Finance Professionals (TRU2) Field of Study: Taxes (2)	February 18, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Ethics for Tax Professionals (EFTP) Field of Study: Regulatory Ethics (2)	February 19, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$99.00	Buy Now
Tax Research - Intermediate Concepts (TRS2) Field of Study: Taxes (2)	February 19, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Unique Tax Attributes of Different Entity Types (AET2) Field of Study: Taxes (2)	February 22, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Liquidation of Flow-Through Entities for LLCs and Partnerships (LFTE) Field of Study: Taxes (2)	February 22, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (RAO2) Field of Study: Taxes (2)	February 22, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$119.00	Buy Now
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (BSB3) Field of Study: Taxes (3)	February 23, 2027 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest (PTE2) Field of Study: Taxes (2)	February 23, 2027 09:00 AM - 11:00 AM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Real Estate for Accounting and Finance Professionals (RLE2) Field of Study: Taxes (2)	February 23, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Schedule 1-A: Implementing Important OBBBA Deductions (SHA2) Field of Study: Taxes (2)	February 23, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide (EST2) Field of Study: Taxes (2)	February 24, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Maximizing Health Savings Accounts for Retirement Planning (MHS2) Field of Study: Taxes (2)	February 24, 2027 02:00 PM - 04:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Taxation of Partnership Distributions and Sales of Partnership Interests (PDS4) Field of Study: Taxes (4)	February 24, 2027 10:00 AM - 01:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM, Lance Weiss, CPA, CVA	4	$159.00	Buy Now
Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares (SCL2) Field of Study: Taxes (2)	February 24, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Home Office Rules (HOF2) Field of Study: Taxes (2)	February 25, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Taxation of Tips and Overtime Under OBBBA (TTO2) Field of Study: Taxes (2)	February 25, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
Tax Update for Client Advisory Services (TXU4) Field of Study: Taxes (4)	February 25, 2027 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Section 529 Plans: A Comprehensive Guide (QTP2) Field of Study: Taxes (2)	February 26, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (S754) Field of Study: Taxes (2)	February 26, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$99.00	Buy Now
Tax Research (TXR2) Field of Study: Taxes (2)	February 26, 2027 09:00 AM - 11:00 AM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Review and Analysis of Crucial OBBBA Changes (COB2) Field of Study: Taxes (2)	March 01, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax (CTT2) Field of Study: Taxes (2)	March 01, 2027 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Home Office Rules (HOF2) Field of Study: Taxes (2)	March 02, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
OBBBA Rules Relating to Research and Experimental Expenditures (REE2) Field of Study: Taxes (2)	March 02, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (DDP2) Field of Study: Taxes (2)	March 03, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
A Guide to Nonqualified Deferred Compensation (NDC2) Field of Study: Taxes (2)	March 03, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
The One Big Beautiful Bill Act (OBBBA): What You Need To Know (OBB4) Field of Study: Taxes (4)	March 03, 2027 09:00 AM - 12:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	4	$159.00	Buy Now
Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and Losses (CTM2) Field of Study: Taxes (2)	March 04, 2027 09:00 AM - 11:00 AM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
A Guide to the 401(k): Concepts and Strategies (GDK2) Field of Study: Taxes (2)	March 04, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Financial Planning: Getting Money to Small Business Owners (LFP2) Field of Study: Taxes (2)	March 04, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Update on the SECURE 2.0 Act (SEC2) Field of Study: Taxes (2)	March 04, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Denise Appleby, MJ, APA, CISP, CRPS, CRC, Edward Renn, Esq.	2	$99.00	Buy Now
Introduction to Charitable Gifting for Individual Taxpayers (CGI2) Field of Study: Taxes (2)	March 05, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Making Sense of Essential OBBBA Provisions (ESO2) Field of Study: Taxes (2)	March 05, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
Tax Reporting for Executive Compensation (EXC2) Field of Study: Taxes (2)	March 08, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
International Tax Challenges and Opportunities for U.S. Filers (ITX3) Field of Study: Taxes (3)	March 08, 2027 02:00 PM - 05:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	3	$149.00	Buy Now
Introduction to Required Minimum Distributions (RMD2) Field of Study: Taxes (2)	March 08, 2027 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide (EST2) Field of Study: Taxes (2)	March 09, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Tax Update for Retirement Planners and Investment Advisors (PRU2) Field of Study: Taxes (2)	March 09, 2027 09:00 AM - 11:00 AM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Tax Update for Client Advisory Services (TXU4) Field of Study: Taxes (4)	March 09, 2027 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Capital Assets: Basis and Taxation for Financial Professionals (CAB2) Field of Study: Taxes (2)	March 10, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Critical Issues With Health Savings Accounts (CHS2) Field of Study: Taxes (2)	March 10, 2027 10:00 AM - 12:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Representing a Client in an IRS Audit (RCA3) Field of Study: Taxes (3)	March 10, 2027 11:00 AM - 02:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Shannon Retzke Smith	3	$169.00	Buy Now
Hiring New Workers and Payroll Taxes (WPT2) Field of Study: Taxes (2)	March 10, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Adapting to OBBBA Changes: A Strategic Review (ADO2) Field of Study: Taxes (2)	March 11, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Going Out on Your Own: Entity Types and Accounting Methods (TAM2) Field of Study: Taxes (2)	March 11, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate (ACE3) Field of Study: Taxes (3)	March 16, 2027 11:00 AM - 02:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
Post-death Planning and Estate Administration Strategies (PDP2) Field of Study: Taxes (2)	March 16, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Tax Research (TXR2) Field of Study: Taxes (2)	March 16, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (RTH2) Field of Study: Taxes (2)	March 17, 2027 02:00 PM - 04:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Tax Loss Limitations Imposed on Individuals and Pass-through Entities (TLL3) Field of Study: Taxes (3)	March 17, 2027 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	3	$169.00	Buy Now
Navigating OBBBA's Charitable and Education Tax Provisions (CET2) Field of Study: Taxes (2)	March 18, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Preparing and Filing the Federal Gift Tax Return (Form 709): A Practical Guide (GTR2) Field of Study: Taxes (2)	March 18, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
An Introduction to Health Savings Accounts (IHS2) Field of Study: Taxes (2)	March 18, 2027 10:00 AM - 12:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
How to Effectively Represent Clients Under IRS Audit (RCA2) Field of Study: Taxes (2)	March 18, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA, Shannon Retzke Smith	2	$99.00	Buy Now
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (TAC2) Field of Study: Taxes (2)	March 18, 2027 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Virtual Currency: Keeping Up With the Tax Code (VCR2) Field of Study: Taxes (2)	March 18, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Understanding Corporate Taxation: Formation and Shareholder Compensation (CTF2) Field of Study: Taxes (2)	March 19, 2027 09:00 AM - 11:00 AM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Introduction to Trusts for Accounting and Finance Professionals (TRU2) Field of Study: Taxes (2)	March 19, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (BSB3) Field of Study: Taxes (3)	March 22, 2027 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
A Complete Guide to Reporting Form 1099-DA (FDA2) Field of Study: Taxes (2)	March 22, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (IRQ2) Field of Study: Taxes (2)	March 22, 2027 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
Section 529 Plans: A Comprehensive Guide (QTP2) Field of Study: Taxes (2)	March 22, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Tax Planning for Rental Real Estate (RRE4) Field of Study: Taxes (4)	March 22, 2027 01:00 PM - 04:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$179.00	Buy Now
Maximizing Health Savings Accounts for Retirement Planning (MHS2) Field of Study: Taxes (2)	March 23, 2027 10:00 AM - 12:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Purchase and Sale of a Residence: Critical Tax Issues (PSR2) Field of Study: Taxes (2)	March 23, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock (QSB2) Field of Study: Taxes (2)	March 23, 2027 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq., Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (RAO2) Field of Study: Taxes (2)	March 23, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$119.00	Buy Now
Real Estate for Accounting and Finance Professionals (RLE2) Field of Study: Taxes (2)	March 23, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Preparing the Federal Estate Tax Return (Form 706): A Practical Guide (ETR2) Field of Study: Taxes (2)	March 24, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Forms 7217 and 7203 (F722) Field of Study: Taxes (2)	March 24, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Taxation of Tips and Overtime Under OBBBA (TTO2) Field of Study: Taxes (2)	March 24, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
Unique Tax Attributes of Different Entity Types (AET2) Field of Study: Taxes (2)	March 25, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
A Guide to Gig Economy Tax Issues (GIG2) Field of Study: Taxes (2)	March 25, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Tax Research - Intermediate Concepts (TRS2) Field of Study: Taxes (2)	March 29, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Understanding How the IRS Rewards Whistleblowers (UHIR) Field of Study: Taxes (2)	March 29, 2027 12:00 PM - 02:00 PM (Eastern)	Jason Cornell, Esq.	2	$99.00	Buy Now
Opportunity Zones: Tax Planning, Compliance, and Emerging Issues (OPZ2) Field of Study: Taxes (2)	March 30, 2027 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq., Mike Tucker, Ph.D., LL.M., J.D., CPA	2	$119.00	Buy Now
Features and Benefits of SEP IRAs and SIMPLE IRAs (BSS2) Field of Study: Taxes (2)	March 31, 2027 02:00 PM - 04:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Schedule 1-A: Implementing Important OBBBA Deductions (SHA2) Field of Study: Taxes (2)	March 31, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Going Out on Your Own: Entity Types and Accounting Methods (TAM2) Field of Study: Taxes (2)	March 31, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
A Guide to Nonqualified Deferred Compensation (NDC2) Field of Study: Taxes (2)	April 01, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Hiring New Workers and Payroll Taxes (WPT2) Field of Study: Taxes (2)	April 01, 2027 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Capital Assets: Basis and Taxation for Financial Professionals (CAB2) Field of Study: Taxes (2)	April 02, 2027 10:00 AM - 12:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Introduction to Charitable Gifting for Individual Taxpayers (CGI2) Field of Study: Taxes (2)	April 05, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax (CTT2) Field of Study: Taxes (2)	April 05, 2027 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide (EST2) Field of Study: Taxes (2)	April 06, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Tax Update for Retirement Planners and Investment Advisors (PRU2) Field of Study: Taxes (2)	April 06, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Preparing and Filing the Federal Gift Tax Return (Form 709): A Practical Guide (GTR2) Field of Study: Taxes (2)	April 07, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
A Complete Tax Guide to Exit Planning (EXP2) Field of Study: Taxes (2)	April 08, 2027 10:00 AM - 12:00 PM (Eastern)	Bob Lickwar, CPA	2	$99.00	Buy Now
Financial Planning: Getting Money to Small Business Owners (LFP2) Field of Study: Taxes (2)	April 08, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Introduction to Required Minimum Distributions (RMD2) Field of Study: Taxes (2)	April 08, 2027 01:00 PM - 03:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
Introduction to Trusts for Accounting and Finance Professionals (TRU2) Field of Study: Taxes (2)	April 08, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Tax Research - Intermediate Concepts (TRS2) Field of Study: Taxes (2)	April 09, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Representing a Client in an IRS Audit (RCA3) Field of Study: Taxes (3)	April 15, 2027 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Shannon Retzke Smith	3	$169.00	Buy Now
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (RMDM) Field of Study: Taxes (2)	April 15, 2027 10:00 AM - 12:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
U.S. Taxation of Foreign Corporations: A Case Study Approach (TFC3) Field of Study: Taxes (3)	April 15, 2027 09:00 AM - 12:00 PM (Eastern)	Renata Maroney (Stasaityte), CPA	3	$149.00	Buy Now
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate (ACE3) Field of Study: Taxes (3)	April 16, 2027 09:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
Review and Analysis of Crucial OBBBA Changes (COB2) Field of Study: Taxes (2)	April 16, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Section 529 Plans: A Comprehensive Guide (QTP2) Field of Study: Taxes (2)	April 16, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (BSB3) Field of Study: Taxes (3)	April 19, 2027 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	3	$149.00	Buy Now
Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and Losses (CTM2) Field of Study: Taxes (2)	April 19, 2027 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
An Introduction to Health Savings Accounts (IHS2) Field of Study: Taxes (2)	April 19, 2027 02:00 PM - 04:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock (QSB2) Field of Study: Taxes (2)	April 19, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq., Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Making Sense of Essential OBBBA Provisions (ESO2) Field of Study: Taxes (2)	April 20, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
Opportunity Zones: Tax Planning, Compliance, and Emerging Issues (OPZ2) Field of Study: Taxes (2)	April 20, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq., Mike Tucker, Ph.D., LL.M., J.D., CPA	2	$119.00	Buy Now
OBBBA Rules Relating to Research and Experimental Expenditures (REE2) Field of Study: Taxes (2)	April 20, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Real Estate for Accounting and Finance Professionals (RLE2) Field of Study: Taxes (2)	April 20, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$119.00	Buy Now
Preparing the Federal Estate Tax Return (Form 706): A Practical Guide (ETR2) Field of Study: Taxes (2)	April 21, 2027 01:00 PM - 03:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (IRQ2) Field of Study: Taxes (2)	April 21, 2027 01:00 PM - 03:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$119.00	Buy Now
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (RAO2) Field of Study: Taxes (2)	April 21, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	2	$119.00	Buy Now
How to Effectively Represent Clients Under IRS Audit (RCA2) Field of Study: Taxes (2)	April 21, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA, Shannon Retzke Smith	2	$99.00	Buy Now
Virtual Currency: Keeping Up With the Tax Code (VCR2) Field of Study: Taxes (2)	April 21, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now
Critical Issues With Health Savings Accounts (CHS2) Field of Study: Taxes (2)	April 22, 2027 02:00 PM - 04:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
A Complete Guide to Reporting Form 1099-DA (FDA2) Field of Study: Taxes (2)	April 22, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
The One Big Beautiful Bill Act (OBBBA): What You Need To Know (OBB4) Field of Study: Taxes (4)	April 22, 2027 01:00 PM - 04:30 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	4	$159.00	Buy Now
Post-death Planning and Estate Administration Strategies (PDP2) Field of Study: Taxes (2)	April 22, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (TAC2) Field of Study: Taxes (2)	April 22, 2027 01:00 PM - 03:00 PM (Eastern)	Denise Appleby, MJ, APA, CISP, CRPS, CRC	2	$99.00	Buy Now
Taxation of Tips and Overtime Under OBBBA (TTO2) Field of Study: Taxes (2)	April 22, 2027 09:00 AM - 11:00 AM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.	2	$119.00	Buy Now
Tax Update for Client Advisory Services (TXU4) Field of Study: Taxes (4)	April 22, 2027 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$159.00	Buy Now
Tax Loss Limitations Imposed on Individuals and Pass-through Entities (TLL3) Field of Study: Taxes (3)	April 23, 2027 02:00 PM - 05:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA	3	$169.00	Buy Now
Tax Research (TXR2) Field of Study: Taxes (2)	April 23, 2027 01:00 PM - 03:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Tax Reporting for Executive Compensation (EXC2) Field of Study: Taxes (2)	April 26, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Home Office Rules (HOF2) Field of Study: Taxes (2)	April 26, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
Purchase and Sale of a Residence: Critical Tax Issues (PSR2) Field of Study: Taxes (2)	April 26, 2027 11:00 AM - 01:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM	2	$99.00	Buy Now
Adapting to OBBBA Changes: A Strategic Review (ADO2) Field of Study: Taxes (2)	April 27, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
A Guide to the 401(k): Concepts and Strategies (GDK2) Field of Study: Taxes (2)	April 27, 2027 02:00 PM - 04:00 PM (Eastern)	Daniel Johnson, CFP, EA, AEP	2	$99.00	Buy Now
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (MOC2) Field of Study: Taxes (2)	April 27, 2027 02:00 PM - 04:00 PM (Eastern)	Gregory Holzel, CPA, MBA	2	$99.00	Buy Now
Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (DDP2) Field of Study: Taxes (2)	April 28, 2027 10:00 AM - 12:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Forms 7217 and 7203 (F722) Field of Study: Taxes (2)	April 28, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA	2	$119.00	Buy Now
A Guide to Gig Economy Tax Issues (GIG2) Field of Study: Taxes (2)	April 28, 2027 01:00 PM - 03:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Maximizing Health Savings Accounts for Retirement Planning (MHS2) Field of Study: Taxes (2)	April 28, 2027 02:00 PM - 04:00 PM (Eastern)	Roy Ramthun	2	$119.00	Buy Now
Unique Tax Attributes of Different Entity Types (AET2) Field of Study: Taxes (2)	April 29, 2027 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$99.00	Buy Now
Tax Planning for Rental Real Estate (RRE4) Field of Study: Taxes (4)	April 29, 2027 09:00 AM - 12:30 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	4	$179.00	Buy Now
Schedule 1-A: Implementing Important OBBBA Deductions (SHA2) Field of Study: Taxes (2)	April 29, 2027 02:00 PM - 04:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$99.00	Buy Now
Navigating OBBBA's Charitable and Education Tax Provisions (CET2) Field of Study: Taxes (2)	April 30, 2027 10:00 AM - 12:00 PM (Eastern)	Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D.	2	$119.00	Buy Now
Understanding Corporate Taxation: Formation and Shareholder Compensation (CTF2) Field of Study: Taxes (2)	April 30, 2027 02:00 PM - 04:00 PM (Eastern)	Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA	2	$119.00	Buy Now

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