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Investments CPE Courses

Surgent’s investments CPE courses cover the ever-changing laws and regulations governing investment taxation. Our tax CPE courses help you help your clients navigate the maze of tax rules and develop a tax-advantaged investment strategy. With investments-focused tax CPE webinars from Surgent, you’ll be able to give your clients the advice they need to plan effectively. These CPE tax courses will keep you current on all the latest developments in this area of taxation.


Surgent courses and instructors are consistently praised for their ability to make challenging content accessible, relevant, and engaging. We cover all areas and stages of continuing professional education, including Accounting & Audit, Audit Skills Training, Ethics, Government & Not-for-Profit, Taxation, Tax Staff-Level Training, Technology, as well as CPA Review for CPA Candidates.

Course TitleDate & TimeInstructorsCreditsPricePurchase

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

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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

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