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David Peters, CPA, CFP, CLU, CPCU, MST, MBA

Peters Professional Education

David Peters

Conference sessions led by David Peters

Date Course
6/23/2026 - 6/24/2026 26CF-MBA2: MBAC+ Elevate: MNCPA Management & Business Advisers Conference (Virtual)

Webinars led by David Peters

Date Webinar
5/13/2026 26WS-0196: Surgent's Business Law Essentials for Practitioners and Controllers (Webinar)
5/13/2026 26WS-0201: Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar)
5/13/2026 26WX-0834: Business Partnerships: Managing Supplier Relationships (Webinar)
5/13/2026 26WX-0836: Behavioral Finance Biases (Webinar)
5/14/2026 26WS-0208: Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar)
5/15/2026 26WS-0220: Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar)
5/15/2026 26WX-0895: Calculating the Retirement Need (Webinar)
5/18/2026 26WS-0223: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar)
5/18/2026 26WS-0224: Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties -- Where Do I Need To File? (Webinar)
5/18/2026 26WX-0925: Behavioral Finance Biases (Webinar)
5/19/2026 26WS-0236: Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar)
5/19/2026 26WX-0954: Financial Planning: Auto and Homeowners Insurance (Webinar)
5/20/2026 26WS-0242: Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar)
5/20/2026 26WX-0986: Retaining Talent in a Competitive Marketplace (Webinar)
5/21/2026 26WS-0245: The Best Individual Income Tax Update Course by Surgent (Webinar)
5/21/2026 26WX-1007: Business Partnerships: Managing Supplier Relationships (Webinar)
5/21/2026 26WX-1012: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
5/22/2026 26WS-0258: Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar)
5/22/2026 26WX-1042: Calculating the Retirement Need (Webinar)
5/22/2026 26WX-1043: Building a Better Budget in a Time of Uncertainty (Webinar)
5/26/2026 26WS-0261: The Best Individual Income Tax Update Course by Surgent (Webinar)
5/26/2026 26WS-0266: Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar)
5/26/2026 26WS-0267: Surgent's Hiring New Workers and Payroll Taxes (Webinar)
5/26/2026 26WX-1070: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
5/26/2026 26WX-1074: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
5/27/2026 26WS-0268: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
5/28/2026 26WS-0280: Surgent's Exploring Business Valuation Fundamentals (Webinar)
5/28/2026 26WS-0286: Surgent's Tax Update for Client Advisory Services (Webinar)
5/28/2026 26WX-1131: Financial Planning: Auto and Homeowners Insurance (Webinar)
5/28/2026 26WX-1132: More Money: Strategic Ways to Improve Cash Flow (Webinar)
5/29/2026 26WS-0294: Surgent's Real Estate Taxation: Critical Considerations (Webinar)
5/29/2026 26WS-0295: Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar)
5/29/2026 26WX-1156: Business Partnerships: Managing Supplier Relationships (Webinar)
5/29/2026 26WX-1158: Behavioral Finance Biases (Webinar)
5/30/2026 26WS-0296: The Best Individual Income Tax Update Course by Surgent (Webinar)
5/30/2026 26WX-1182: Calculating the Retirement Need (Webinar)
6/1/2026 26WS-0307: Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar)
6/1/2026 26WS-0308: Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar)
6/1/2026 26WX-1220: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
6/2/2026 26WS-0311: Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar)
6/2/2026 26WS-0312: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
6/2/2026 26WS-0322: Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar)
6/2/2026 26WX-1249: Retaining Talent in a Competitive Marketplace (Webinar)
6/3/2026 26WX-1281: Calculating the Retirement Need (Webinar)
6/4/2026 26WS-0340: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar)
6/4/2026 26WS-0344: Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar)
6/4/2026 26WX-1303: Business Partnerships: Managing Supplier Relationships (Webinar)
6/4/2026 26WX-1306: Behavioral Finance Biases (Webinar)
6/5/2026 26WS-0363: Surgent's Hiring New Workers and Payroll Taxes (Webinar)
6/5/2026 26WX-1338: Financial Planning: Auto and Homeowners Insurance (Webinar)
6/5/2026 26WX-1340: Building a Better Budget in a Time of Uncertainty (Webinar)
6/6/2026 26WS-0365: The Best Individual Income Tax Update Course by Surgent (Webinar)
6/8/2026 26WS-0371: The Best Individual Income Tax Update Course by Surgent (Webinar)
6/8/2026 26WS-0373: Surgent's IRS Tax Examinations and Hot Issues (Webinar)
6/8/2026 26WS-0375: Surgent's The Essential Multistate Tax Update (Webinar)
6/8/2026 26WX-1382: Financial Planning: Auto and Homeowners Insurance (Webinar)
6/8/2026 26WX-1383: More Money: Strategic Ways to Improve Cash Flow (Webinar)
6/9/2026 26WS-0381: Surgent's Business Law Essentials for Practitioners and Controllers (Webinar)
6/9/2026 26WS-0388: Surgent's Tax Planning for Rental Real Estate (Webinar)
6/9/2026 26WX-1407: Behavioral Finance Biases (Webinar)
6/10/2026 26WS-0392: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
6/10/2026 26WS-0401: Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar)
6/10/2026 26WS-0403: Surgent's Tax Research: Intermediate Concepts (Webinar)
6/10/2026 26WX-1437: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
6/10/2026 26WX-1443: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
6/11/2026 26WS-0407: Surgent's Exploring Business Valuation Fundamentals (Webinar)
6/11/2026 26WS-0416: Surgent's Tax Research (Webinar)
6/11/2026 26WX-1471: Calculating the Retirement Need (Webinar)
6/12/2026 26WS-0424: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
6/12/2026 26WS-0428: Surgent's Real Estate Taxation: Critical Considerations (Webinar)
6/12/2026 26WX-1500: Business Partnerships: Managing Supplier Relationships (Webinar)
6/15/2026 26WS-0434: Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar)
6/15/2026 26WS-0435: The Best Individual Income Tax Update Course by Surgent (Webinar)
6/15/2026 26WS-0437: Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar)
6/15/2026 26WS-0441: Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar)
6/15/2026 26WX-1544: Business Partnerships: Managing Supplier Relationships (Webinar)
6/15/2026 26WX-1547: Building a Better Budget in a Time of Uncertainty (Webinar)
6/16/2026 26WS-0455: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
6/16/2026 26WS-0460: Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar)
6/17/2026 26WS-0470: Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar)
6/17/2026 26WS-0476: Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar)
6/17/2026 26WX-1609: Retaining Talent in a Competitive Marketplace (Webinar)
6/18/2026 26WX-1633: Calculating the Retirement Need (Webinar)
6/18/2026 26WX-1634: Financial Planning: Auto and Homeowners Insurance (Webinar)
6/19/2026 26WX-1662: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
6/20/2026 26WS-0488: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
6/20/2026 26WX-1683: Behavioral Finance Biases (Webinar)
6/22/2026 26WS-0490: Surgent's Federal Tax Update (Webinar)
6/22/2026 26WX-1701: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
6/22/2026 26WX-1705: Behavioral Finance Biases (Webinar)
6/23/2026 26WS-0502: The Best Individual Income Tax Update Course by Surgent (Webinar)
6/23/2026 26WS-0511: Surgent's Taxation of the Mobile Workforce (Webinar)
6/23/2026 26WS-0512: Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar)
6/23/2026 26WX-1736: Financial Planning: Auto and Homeowners Insurance (Webinar)
6/24/2026 26WS-0513: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
6/24/2026 26WS-0519: Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties -- Where Do I Need To File? (Webinar)
6/24/2026 26WS-0524: Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar)
6/24/2026 26WX-1760: Business Partnerships: Managing Supplier Relationships (Webinar)
6/24/2026 26WX-1763: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
6/25/2026 26WS-0538: Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar)
6/25/2026 26WS-0541: Surgent's Tax Update for Client Advisory Services (Webinar)
6/26/2026 26WS-0548: Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar)
6/26/2026 26WX-1823: Calculating the Retirement Need (Webinar)
6/26/2026 26WX-1824: More Money: Strategic Ways to Improve Cash Flow (Webinar)
6/27/2026 26WS-0553: The Best Individual Income Tax Update Course by Surgent (Webinar)
6/29/2026 26WS-0556: Surgent's Unique Tax Attributes of Different Entity Types (Webinar)
6/29/2026 26WS-0559: Surgent's Business Law for Small Business Owners (Webinar)
6/29/2026 26WS-0563: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
6/29/2026 26WX-1877: Calculating the Retirement Need (Webinar)
6/30/2026 26WS-0573: Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar)
6/30/2026 26WX-1906: Business Partnerships: Managing Supplier Relationships (Webinar)
6/30/2026 26WX-1908: Financial Planning: Auto and Homeowners Insurance (Webinar)
7/1/2026 26WS-0580: The Best Individual Income Tax Update Course by Surgent (Webinar)
7/1/2026 26WS-0581: Surgent's Exploring Business Valuation Fundamentals (Webinar)
7/2/2026 26WS-0590: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
7/2/2026 26WS-0597: Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar)
7/2/2026 26WX-1982: Behavioral Finance Biases (Webinar)
7/2/2026 26WX-1983: More Money: Strategic Ways to Improve Cash Flow (Webinar)
7/6/2026 26WS-0600: Surgent's Adapting to Today's Changing Accounting Landscape (Webinar)
7/6/2026 26WX-2037: Behavioral Finance Biases (Webinar)
7/6/2026 26WX-2038: Calculating the Retirement Need (Webinar)
7/6/2026 26WX-2041: Building a Better Budget in a Time of Uncertainty (Webinar)
7/7/2026 26WS-0607: Surgent's Federal Tax Update (Webinar)
7/7/2026 26WX-2073: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
7/8/2026 26WS-0615: The Best Individual Income Tax Update Course by Surgent (Webinar)
7/8/2026 26WS-0621: Surgent's IRS Tax Examinations and Hot Issues (Webinar)
7/8/2026 26WS-0624: Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar)
7/8/2026 26WX-2103: Financial Planning: Auto and Homeowners Insurance (Webinar)
7/8/2026 26WX-2104: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
7/9/2026 26WS-0630: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
7/9/2026 26WS-0633: Surgent's Tax Research (Webinar)
7/9/2026 26WS-0634: Surgent's Tax Update for Client Advisory Services (Webinar)
7/10/2026 26WS-0641: Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar)
7/10/2026 26WX-2164: Business Partnerships: Managing Supplier Relationships (Webinar)
7/10/2026 26WX-2167: Retaining Talent in a Competitive Marketplace (Webinar)
7/13/2026 26WS-0650: Surgent's The Essential Multistate Tax Update (Webinar)
7/14/2026 26WS-0661: Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar)
7/14/2026 26WX-2237: Behavioral Finance Biases (Webinar)
7/14/2026 26WX-2238: Calculating the Retirement Need (Webinar)
7/15/2026 26WS-0666: Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar)
7/15/2026 26WS-0674: Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar)
7/15/2026 26WS-0675: Surgent's Tax Research: Intermediate Concepts (Webinar)
7/15/2026 26WX-2270: Business Partnerships: Managing Supplier Relationships (Webinar)
7/16/2026 26WS-0679: The Best Individual Income Tax Update Course by Surgent (Webinar)
7/16/2026 26WS-0687: Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar)
7/16/2026 26WX-2297: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
7/17/2026 26WS-0692: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
7/17/2026 26WS-0697: Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar)
7/17/2026 26WX-2332: Financial Planning: Auto and Homeowners Insurance (Webinar)
7/19/2026 26WS-0699: Surgent's Hiring New Workers and Payroll Taxes (Webinar)
7/20/2026 26WS-0701: Surgent's Business Law Essentials for Practitioners and Controllers (Webinar)
7/20/2026 26WX-2362: Retaining Talent in a Competitive Marketplace (Webinar)
7/20/2026 26WX-2365: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
7/21/2026 26WS-0715: Surgent's Tax Planning for Rental Real Estate (Webinar)
7/21/2026 26WS-0717: Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar)
7/21/2026 26WX-2392: Building a Better Budget in a Time of Uncertainty (Webinar)
7/22/2026 26WS-0720: Surgent's Business Law for Small Business Owners (Webinar)
7/22/2026 26WS-0728: Surgent's Real Estate Taxation: Critical Considerations (Webinar)
7/23/2026 26WS-0735: Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar)
7/23/2026 26WS-0738: Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar)
7/23/2026 26WX-2450: Business Partnerships: Managing Supplier Relationships (Webinar)
7/23/2026 26WX-2453: Calculating the Retirement Need (Webinar)
7/23/2026 26WX-2455: More Money: Strategic Ways to Improve Cash Flow (Webinar)
7/23/2026 26WX-2456: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
7/24/2026 26WS-0743: Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties -- Where Do I Need To File? (Webinar)
7/24/2026 26WS-0747: Surgent's Taxation of the Mobile Workforce (Webinar)
7/24/2026 26WX-2479: Behavioral Finance Biases (Webinar)
7/25/2026 26WS-0750: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
7/25/2026 26WX-2499: Financial Planning: Auto and Homeowners Insurance (Webinar)
7/27/2026 26WS-0753: Surgent's Unique Tax Attributes of Different Entity Types (Webinar)
7/27/2026 26WS-0758: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
7/27/2026 26WS-0759: Surgent's Taking Advantage of Installment Sales (Webinar)
7/27/2026 26WX-2527: Behavioral Finance Biases (Webinar)
7/28/2026 26WS-0766: Surgent's Taking Advantage of Like-Kind Exchanges (Webinar)
7/28/2026 26WS-0767: Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar)
7/28/2026 26WX-2560: Business Partnerships: Managing Supplier Relationships (Webinar)
7/28/2026 26WX-2561: Financial Planning: Auto and Homeowners Insurance (Webinar)
7/29/2026 26WS-0770: The Best Individual Income Tax Update Course by Surgent (Webinar)
7/29/2026 26WS-0775: Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar)
7/30/2026 26WS-0780: Surgent's IRS Tax Examinations and Hot Issues (Webinar)
7/30/2026 26WS-0782: Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar)
7/30/2026 26WS-0785: Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar)
7/31/2026 26WS-0790: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
7/31/2026 26WS-0793: Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar)
7/31/2026 26WX-2645: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
7/31/2026 26WX-2649: Calculating the Retirement Need (Webinar)
8/3/2026 26WS-0804: Surgent's Tax Research (Webinar)
8/3/2026 26WX-2677: Behavioral Finance Biases (Webinar)
8/4/2026 26WS-0806: Surgent's Unique Tax Attributes of Different Entity Types (Webinar)
8/4/2026 26WS-0807: The Best Individual Income Tax Update Course by Surgent (Webinar)
8/4/2026 26WS-0816: Surgent's Tax Planning for Rental Real Estate (Webinar)
8/4/2026 26WX-2722: Retaining Talent in a Competitive Marketplace (Webinar)
8/5/2026 26WS-0821: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar)
8/5/2026 26WX-2748: Financial Planning: Auto and Homeowners Insurance (Webinar)
8/5/2026 26WX-2749: Building a Better Budget in a Time of Uncertainty (Webinar)
8/5/2026 26WX-2751: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
8/6/2026 26WS-0832: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
8/6/2026 26WS-0839: Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar)
8/6/2026 26WS-0844: Surgent's Hiring New Workers and Payroll Taxes (Webinar)
8/6/2026 26WX-2777: Business Partnerships: Managing Supplier Relationships (Webinar)
8/7/2026 26WS-0849: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
8/7/2026 26WS-0850: Surgent's Real Estate Taxation: Critical Considerations (Webinar)
8/7/2026 26WX-2808: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
8/8/2026 26WX-2833: Calculating the Retirement Need (Webinar)
8/10/2026 26WS-0862: Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar)
8/10/2026 26WX-2858: Business Partnerships: Managing Supplier Relationships (Webinar)
8/11/2026 26WS-0874: Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar)
8/11/2026 26WX-2890: Financial Planning: Auto and Homeowners Insurance (Webinar)
8/12/2026 26WS-0880: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
8/12/2026 26WS-0881: Surgent's The Essential Multistate Tax Update (Webinar)
8/13/2026 26WS-0889: Surgent's Taking Advantage of Like-Kind Exchanges (Webinar)
8/13/2026 26WS-0890: Surgent's Tax Research: Intermediate Concepts (Webinar)
8/13/2026 26WX-2951: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
8/13/2026 26WX-2956: Calculating the Retirement Need (Webinar)
8/14/2026 26WS-0894: Surgent's Federal Tax Update (Webinar)
8/14/2026 26WS-0899: Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar)
8/14/2026 26WX-2987: Behavioral Finance Biases (Webinar)
8/14/2026 26WX-2989: More Money: Strategic Ways to Improve Cash Flow (Webinar)
8/17/2026 26WS-0905: Surgent's Business Law for Small Business Owners (Webinar)
8/17/2026 26WX-3016: Building a Better Budget in a Time of Uncertainty (Webinar)
8/18/2026 26WS-0915: Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar)
8/18/2026 26WS-0916: The Best Individual Income Tax Update Course by Surgent (Webinar)
8/18/2026 26WS-0928: Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar)
8/19/2026 26WS-0937: Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar)
8/19/2026 26WS-0939: Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar)
8/19/2026 26WX-3077: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
8/20/2026 26WS-0948: Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar)
8/20/2026 26WS-0952: Surgent's Taxation of the Mobile Workforce (Webinar)
8/20/2026 26WX-3108: Business Partnerships: Managing Supplier Relationships (Webinar)
8/20/2026 26WX-3109: Financial Planning: Auto and Homeowners Insurance (Webinar)
8/20/2026 26WX-3111: Behavioral Finance Biases (Webinar)
8/20/2026 26WX-3114: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
8/21/2026 26WS-0958: Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar)
8/21/2026 26WX-3139: Calculating the Retirement Need (Webinar)
8/21/2026 26WX-3140: Retaining Talent in a Competitive Marketplace (Webinar)
8/24/2026 26WS-0971: Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar)
8/25/2026 26WS-0974: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
8/25/2026 26WS-0975: Surgent's Business Law Essentials for Practitioners and Controllers (Webinar)
8/25/2026 26WX-3199: Business Partnerships: Managing Supplier Relationships (Webinar)
8/25/2026 26WX-3200: Calculating the Retirement Need (Webinar)
8/25/2026 26WX-3202: More Money: Strategic Ways to Improve Cash Flow (Webinar)
8/26/2026 26WS-0993: Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar)
8/26/2026 26WS-0995: Surgent's Tax Update for Client Advisory Services (Webinar)
8/26/2026 26WX-3230: Behavioral Finance Biases (Webinar)
8/27/2026 26WS-0997: The Best Individual Income Tax Update Course by Surgent (Webinar)
8/27/2026 26WS-0998: Surgent's Exploring Business Valuation Fundamentals (Webinar)
8/27/2026 26WS-1006: Surgent's Real Estate Taxation: Critical Considerations (Webinar)
8/27/2026 26WS-1007: Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar)
8/28/2026 26WS-1014: Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties -- Where Do I Need To File? (Webinar)
8/28/2026 26WX-3285: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
8/28/2026 26WX-3287: Financial Planning: Auto and Homeowners Insurance (Webinar)
8/31/2026 26WS-1023: Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar)
8/31/2026 26WS-1024: The Best Individual Income Tax Update Course by Surgent (Webinar)
8/31/2026 26WS-1031: Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar)
8/31/2026 26WX-3334: Behavioral Finance Biases (Webinar)
8/31/2026 26WX-3336: Retaining Talent in a Competitive Marketplace (Webinar)
9/1/2026 26WS-1037: The Best Individual Income Tax Update Course by Surgent (Webinar)
9/1/2026 26WS-1045: Surgent's Tax Research (Webinar)
9/1/2026 26WX-3361: Calculating the Retirement Need (Webinar)
9/1/2026 26WX-3376: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
9/2/2026 26WS-1047: Surgent's Federal Tax Update (Webinar)
9/2/2026 26WS-1053: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
9/2/2026 26WX-3403: More Money: Strategic Ways to Improve Cash Flow (Webinar)
9/3/2026 26WS-1060: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
9/3/2026 26WS-1063: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar)
9/3/2026 26WS-1069: Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar)
9/4/2026 26WS-1079: Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar)
9/4/2026 26WX-3467: Business Partnerships: Managing Supplier Relationships (Webinar)
9/4/2026 26WX-3468: Financial Planning: Auto and Homeowners Insurance (Webinar)
9/5/2026 26WS-1081: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
9/8/2026 26WS-1085: Surgent's Business Law for Small Business Owners (Webinar)
9/8/2026 26WS-1090: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
9/9/2026 26WS-1094: Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar)
9/9/2026 26WS-1100: Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar)
9/9/2026 26WX-3533: Behavioral Finance Biases (Webinar)
9/9/2026 26WX-3538: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
9/10/2026 26WS-1104: Surgent's Unique Tax Attributes of Different Entity Types (Webinar)
9/10/2026 26WS-1108: Surgent's IRS Tax Examinations and Hot Issues (Webinar)
9/10/2026 26WS-1112: Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar)
9/10/2026 26WX-3562: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
9/10/2026 26WX-3565: Business Partnerships: Managing Supplier Relationships (Webinar)
9/10/2026 26WX-3568: Financial Planning: Auto and Homeowners Insurance (Webinar)
9/11/2026 26WS-1116: Surgent's Adapting to Today's Changing Accounting Landscape (Webinar)
9/11/2026 26WX-3600: Building a Better Budget in a Time of Uncertainty (Webinar)
9/12/2026 26WX-3619: Calculating the Retirement Need (Webinar)