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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 TitleDate & TimeInstructorsCreditsPricePurchase

Best S Corporation, Limited Liability, and Partnership Update (BCPE)
Field of Study: Taxes (8)

January 25, 2017 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA, Dennis Benvie, MS, CPA

8

$239.00

Buy Now

Successfully Completing an Estate Tax Return -- Form 706 (F706)
Field of Study: Taxes (2)

January 25, 2017 10:00 AM - 12:00 PM (Eastern)

Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

2

$89.00

Buy Now

Monthly Tax Update (TUJM)
Field of Study: Taxes (2)

January 25, 2017 01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Jeff Jacobs, JD

2

$89.00

Buy Now

Best Federal Tax Update (BFTU)
Field of Study: Taxes (8)

January 26, 2017 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (CSSB)
Field of Study: Taxes (2)

January 26, 2017 01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA

2

$89.00

Buy Now

Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC)
Field of Study: Taxes (8)

January 26, 2017 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

Introducing Tax Efficient Investment Planning Ideas to Your Tax Preparation Clients (TIPI)
Field of Study: Taxes (2)

January 26, 2017 01:00 PM - 03:00 PM (Eastern)

Gregory Lane, CPA, CFP, Robert Ryerson, CFP

2

$89.00

Buy Now

Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (S754)
Field of Study: Taxes (2)

January 27, 2017 01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA

2

$89.00

Buy Now

Federal Tax Camp (SATC)
Field of Study: Taxes (8)

January 27, 2017 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$269.00

Buy Now

Best Federal Tax Update (BFTU)
Field of Study: Taxes (8)

January 30, 2017 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Successfully Completing an Estate Tax Return -- Form 706 (F706)
Field of Study: Taxes (2)

January 30, 2017 01:00 PM - 03:00 PM (Eastern)

Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

2

$89.00

Buy Now

Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC)
Field of Study: Taxes (8)

January 30, 2017 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

Tax Law Update for the California Tax Professional (CTLU)
Field of Study: Taxation (8)

January 31, 2017 11:30 AM - 07:30 PM (Eastern)

Vicki Mulak, EA, CFP

8

$219.00

Buy Now

Successfully Completing a Gift Tax Return -- Form 709 (F709)
Field of Study: Taxes (2)

January 31, 2017 01:00 PM - 03:00 PM (Eastern)

Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

2

$89.00

Buy Now

Individual and Financial-Planning Tax Camp (IFCP)
Field of Study: Taxes (8)

January 31, 2017 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Preparing Individual Tax Returns for New Staff and Para-Professionals (PITR)
Field of Study: Taxes (8)

January 31, 2017 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

Federal Tax Camp (SATC)
Field of Study: Taxes (8)

January 31, 2017 10:00 AM - 06:00 PM (Eastern)

Jack Surgent, CPA

8

$269.00

Buy Now

Best Federal Tax Update (BFTU)
Field of Study: Taxes (8)

February 01, 2017 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Effective and Efficient Senior-Level Review of Individual Tax Returns (ERTW)
Field of Study: Taxes (8)

February 02, 2017 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

Successfully Completing a Gift Tax Return -- Form 709 (F709)
Field of Study: Taxes (2)

February 02, 2017 01:00 PM - 03:00 PM (Eastern)

Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

2

$89.00

Buy Now

Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 (FM41)
Field of Study: Taxes (2)

February 03, 2017 01:00 PM - 03:00 PM (Eastern)

Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

2

$89.00

Buy Now

Getting Ready for Busy Season: A Guide to New Forms, Filing Issues, and Other Critical Developments (NFFI)
Field of Study: Taxes (8)

February 03, 2017 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

Best Individual Income Tax Update (BITU)
Field of Study: Taxes (8)

February 06, 2017 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Like-Kind Exchanges under Section 1031 (LKEX)
Field of Study: Taxes (2)

February 06, 2017 01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA

2

$89.00

Buy Now

Best S Corporation, Limited Liability, and Partnership Update (BCPE)
Field of Study: Taxes (8)

February 07, 2017 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA, Dennis Benvie, MS, CPA

8

$239.00

Buy Now

Successfully Completing an Estate Tax Return -- Form 706 (F706)
Field of Study: Taxes (2)

February 08, 2017 01:00 PM - 03:00 PM (Eastern)

Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

2

$89.00

Buy Now

Preparing Individual Tax Returns for New Staff and Para-Professionals (PITR)
Field of Study: Taxes (8)

February 08, 2017 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

Getting Ready for Busy Season: A Guide to New Forms, Filing Issues, and Other Critical Developments (NFFI)
Field of Study: Taxes (8)

February 09, 2017 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 (FM41)
Field of Study: Taxes (2)

February 13, 2017 01:00 PM - 03:00 PM (Eastern)

Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

2

$89.00

Buy Now

Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC)
Field of Study: Taxes (8)

February 14, 2017 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

Best Federal Tax Update (BFTU)
Field of Study: Taxes (8)

February 15, 2017 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Hot IRS Tax Examination Issues for Individuals and Businesses (EXIB)
Field of Study: Taxes (8)

February 16, 2017 09:00 AM - 05:00 PM (Eastern)

Debbie Phillips, M.S.T., CPA

8

$219.00

Buy Now

Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (S754)
Field of Study: Taxes (2)

February 16, 2017 01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA

2

$89.00

Buy Now

Best Federal Tax Update (BFTU)
Field of Study: Taxes (8)

February 20, 2017 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Depreciation Rules After the PATH Act and the Repair Regulations (DEPR)
Field of Study: Taxes (2)

February 20, 2017 01:00 PM - 03:00 PM (Eastern)

Karen Davis, EA, MBA, Ph.D., Bob Lickwar, CPA

2

$89.00

Buy Now

Getting Ready for Busy Season: A Guide to New Forms, Filing Issues, and Other Critical Developments (NFFI)
Field of Study: Taxes (8)

February 22, 2017 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (EMIC)
Field of Study: Taxes (2)

March 28, 2017 01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA

2

$89.00

Buy Now

Hiring and Firing of Employees - What You Can and Cannot Do (HFEM)
Field of Study: Taxes (2)

March 29, 2017 01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Louis Federici

2

$89.00

Buy Now

Effective and Efficient Senior-Level Review of Individual Tax Returns (ERTW)
Field of Study: Taxes (8)

April 21, 2017 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

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