CPE & Event Catalog
Federal Tax Update with Greg and George - Individual WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update with Greg and George Business WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update with Greg and George - Individual WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update with Greg and George Business WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update - Individuals (Form 1040) WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Discuss the most recent individual income tax legislation passed to date including any TCJA provisions expiring after 2025. Review numerous individual income tax provisions related to business, including but not limited to the 20% qualified business income (QBI) deduction, Section 461(l) business loss limitations, and depreciation. Cover issues related and any changes to the various taxes. Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits. Walk through changes to IRAs and the NEW final required minimum distribution (RMD) regulations. Look at any changes to the Form 1040 and other related schedules and forms.
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) WEBCAST
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Your Desk
8.0 Credits
Discuss the most recent business income tax legislation passed to date including any TCJA provisions expiring after 2025. Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, Schedule 461(l) business loss limitations, Schedule 163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses. Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plans. Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms.
Federal Tax Update with Greg and George WEBCAST
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Your Desk
8.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices. Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Surgent's Federal Tax Update WEBCAST
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Your Desk
4.0 Credits
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act. Comprehensive coverage of business provisions of the One Big Beautiful Bill Act. Qualified Small Business Stock Exclusion. The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities. Timely coverage of breaking tax legislation. Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas.