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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

Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2016 (IEFP)
Field of Study: Taxes (8)

December 06, 2016 09:00 AM - 05:00 PM (Eastern)

Jeff Jacobs, JD

8

$219.00

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

December 26, 2016 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

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

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

Jack Surgent, CPA

8

$239.00

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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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