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Date Title Credits Fee Register
November 14th
2:00 PM		 Surgent's Tax Loss Limitations Imposed on Individuals and Pass-throu 3 $154
November 15th
9:00 AM		 Surgent's Individual and Financial-Planning Tax Camp 8 $305
November 17th
10:00AM		 Surgent's Employee Stock Options: What Financial Professionals Should K 2 $102
November 17th
10:00AM		 Surgent's Top Business Tax Planning Strategies 2 $102
November 17th
9:00 AM		 Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues 8 $285
November 17th
9:00 AM		 Surgent's Achieving High Levels of Compliance and Customer Service in Yo 4 $163
November 17th
1:00 PM		 Surgent's Work-Life Balance: Maximizing Productivity and Understan 2 $102
November 17th
10:00AM		 Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them 2 $102
November 17th
1:00 PM		 Surgent's Understanding Partnership Taxation: Types of Basis, Contributio 4 $163
November 17th
9:00 AM		 Surgent's Audits of 401(k) Plans: New Developments and Critical Issues 8 $305
November 17th
1:00 PM		 Surgent's Comparing and Contrasting Retirement Plans for Small- and Mediu 2 $102
November 17th
1:30 PM		 Surgent's Navigating Your Client Through the IRS Appeals Process 4 $163
November 17th
9:00 AM		 Surgent's Assessing the Risk of Fraud in a Financial Statement Audit 8 $285
November 18th
10:00AM		 Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other I 2 $102
November 18th-November 19th
9:00 am		 2025 Technology Conference 16 $265
November 18th
1:30 PM		 Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Qua 4 $163
November 18th
1:00 PM		 Surgent's Managing Millennials 2 $102
November 18th
9:00 AM		 Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations 8 $285
November 18th
9:00 AM		 Surgent's Ethical Considerations for the CPA 4 $163
November 18th
9:00 AM		 Surgent's A Complete Guide to the Yellow Book 8 $285
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