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

Peters Professional Education

David Peters

Webinars led by David Peters

Date 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 26WI-0155: Form 990: Best Practices for Accurate Preparation (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)
9/14/2026 26WS-1127: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
9/14/2026 26WS-1131: Surgent's Taking Advantage of Installment Sales (Webinar)
9/14/2026 26WX-3643: Business Partnerships: Managing Supplier Relationships (Webinar)
9/14/2026 26WX-3644: Financial Planning: Auto and Homeowners Insurance (Webinar)
9/14/2026 26WX-3645: Retaining Talent in a Competitive Marketplace (Webinar)
9/15/2026 26WS-1147: Surgent's Taxation of the Mobile Workforce (Webinar)
9/15/2026 26WS-1148: Surgent's Hiring New Workers and Payroll Taxes (Webinar)
9/16/2026 26WS-1153: Surgent's Federal Tax Update (Webinar)
9/16/2026 26WS-1155: Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties -- Where Do I Need To File? (Webinar)
9/16/2026 26WX-3714: Behavioral Finance Biases (Webinar)
9/16/2026 26WX-3715: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
9/17/2026 26WS-1166: The Best Individual Income Tax Update Course by Surgent (Webinar)
9/17/2026 26WS-1171: Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar)
9/17/2026 26WS-1173: Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar)
9/18/2026 26WS-1177: Surgent's Exploring Business Valuation Fundamentals (Webinar)
9/18/2026 26WS-1185: Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar)
9/18/2026 26WX-3773: Calculating the Retirement Need (Webinar)
9/19/2026 26WS-1188: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
9/21/2026 26WS-1194: Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar)
9/21/2026 26WS-1196: Surgent's Real Estate Taxation: Critical Considerations (Webinar)
9/21/2026 26WX-3795: Business Partnerships: Managing Supplier Relationships (Webinar)
9/22/2026 26WS-1202: The Best Individual Income Tax Update Course by Surgent (Webinar)
9/22/2026 26WS-1203: Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar)
9/22/2026 26WS-1210: Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar)
9/22/2026 26WX-3828: Behavioral Finance Biases (Webinar)
9/22/2026 26WX-3829: Calculating the Retirement Need (Webinar)
9/23/2026 26WS-1218: Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar)
9/23/2026 26WS-1219: Surgent's Tax Planning for Rental Real Estate (Webinar)
9/23/2026 26WX-3859: Financial Planning: Auto and Homeowners Insurance (Webinar)
9/23/2026 26WX-3861: Building a Better Budget in a Time of Uncertainty (Webinar)
9/24/2026 26WS-1225: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
9/24/2026 26WX-3892: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
9/25/2026 26WS-1235: Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar)
9/25/2026 26WS-1236: Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar)
9/25/2026 26WX-3924: More Money: Strategic Ways to Improve Cash Flow (Webinar)
9/28/2026 26WS-1242: Surgent's Business Law Essentials for Practitioners and Controllers (Webinar)
9/29/2026 26WS-1260: Surgent's Tax Research: Intermediate Concepts (Webinar)
9/29/2026 26WS-1263: Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar)
9/29/2026 26WX-3999: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
9/29/2026 26WX-4004: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
9/30/2026 26WS-1265: Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar)
9/30/2026 26WS-1273: Surgent's The Essential Multistate Tax Update (Webinar)
9/30/2026 26WX-4030: Calculating the Retirement Need (Webinar)
10/1/2026 26WS-1279: Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties -- Where Do I Need To File? (Webinar)
10/1/2026 26WS-1285: Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar)
10/1/2026 26WX-4063: Financial Planning: Auto and Homeowners Insurance (Webinar)
10/2/2026 26WS-1291: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar)
10/2/2026 26WS-1295: Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar)
10/2/2026 26WX-4101: Business Partnerships: Managing Supplier Relationships (Webinar)
10/2/2026 26WX-4102: Behavioral Finance Biases (Webinar)
10/5/2026 26WS-1298: Surgent's Unique Tax Attributes of Different Entity Types (Webinar)
10/5/2026 26WS-1302: Surgent's Tax Planning for Rental Real Estate (Webinar)
10/5/2026 26WX-4136: Business Partnerships: Managing Supplier Relationships (Webinar)
10/5/2026 26WX-4137: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
10/6/2026 26WS-1310: Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar)
10/6/2026 26WS-1312: Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar)
10/7/2026 26WS-1318: Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar)
10/7/2026 26WS-1319: Surgent's Exploring Business Valuation Fundamentals (Webinar)
10/7/2026 26WX-4194: Behavioral Finance Biases (Webinar)
10/7/2026 26WX-4195: Building a Better Budget in a Time of Uncertainty (Webinar)
10/8/2026 26WS-1331: Surgent's Tax Research (Webinar)
10/8/2026 26WX-4226: Financial Planning: Auto and Homeowners Insurance (Webinar)
10/9/2026 26WS-1337: Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar)
10/9/2026 26WS-1339: Surgent's Real Estate Taxation: Critical Considerations (Webinar)
10/9/2026 26WS-1340: Surgent's Tax Research: Intermediate Concepts (Webinar)
10/9/2026 26WX-4254: Calculating the Retirement Need (Webinar)
10/9/2026 26WX-4255: Retaining Talent in a Competitive Marketplace (Webinar)
10/10/2026 26WX-4275: Retaining Talent in a Competitive Marketplace (Webinar)
10/12/2026 26WS-1348: Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar)
10/12/2026 26WX-4303: Calculating the Retirement Need (Webinar)
10/12/2026 26WX-4305: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
10/13/2026 26WS-1353: The Best Individual Income Tax Update Course by Surgent (Webinar)
10/13/2026 26WX-4334: Behavioral Finance Biases (Webinar)
10/13/2026 26WX-4335: Financial Planning: Auto and Homeowners Insurance (Webinar)
10/14/2026 26WX-4359: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
10/15/2026 26WS-1374: Surgent's Federal Tax Update (Webinar)
10/15/2026 26WS-1377: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
10/15/2026 26WS-1378: Surgent's Taking Advantage of Like-Kind Exchanges (Webinar)
10/15/2026 26WX-4392: Business Partnerships: Managing Supplier Relationships (Webinar)
10/16/2026 26WS-1388: Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar)
10/16/2026 26WS-1391: Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar)
10/16/2026 26WX-4426: More Money: Strategic Ways to Improve Cash Flow (Webinar)
10/17/2026 26WS-1395: The Best Individual Income Tax Update Course by Surgent (Webinar)
10/19/2026 26WS-1398: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
10/19/2026 26WS-1406: Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar)
10/19/2026 26WS-1409: Surgent's Hiring New Workers and Payroll Taxes (Webinar)
10/19/2026 26WX-4456: Financial Planning: Auto and Homeowners Insurance (Webinar)
10/19/2026 26WX-4457: Building a Better Budget in a Time of Uncertainty (Webinar)
10/20/2026 26WS-1415: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar)
10/20/2026 26WX-4488: Business Partnerships: Managing Supplier Relationships (Webinar)
10/20/2026 26WX-4490: Calculating the Retirement Need (Webinar)
10/21/2026 26WS-1431: Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar)
10/21/2026 26WS-1432: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
10/21/2026 26WS-1435: Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar)
10/21/2026 26WX-4522: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
10/22/2026 26WS-1442: Surgent's Business Law for Small Business Owners (Webinar)
10/22/2026 26WS-1454: Surgent's Tax Update for Client Advisory Services (Webinar)
10/22/2026 26WX-4555: Behavioral Finance Biases (Webinar)
10/23/2026 26WS-1458: The Best Individual Income Tax Update Course by Surgent (Webinar)
10/23/2026 26WS-1463: Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar)
10/23/2026 26WS-1465: Surgent's Taxation of the Mobile Workforce (Webinar)
10/24/2026 26WS-1470: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
10/26/2026 26WS-1471: The Best Individual Income Tax Update Course by Surgent (Webinar)
10/26/2026 26WS-1479: Surgent's The Essential Multistate Tax Update (Webinar)
10/27/2026 26WS-1485: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
10/27/2026 26WS-1497: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar)
10/27/2026 26WX-4640: More Money: Strategic Ways to Improve Cash Flow (Webinar)
10/28/2026 26WS-1501: Surgent's Business Law Essentials for Practitioners and Controllers (Webinar)
10/28/2026 26WX-4669: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
10/28/2026 26WX-4670: Behavioral Finance Biases (Webinar)
10/28/2026 26WX-4671: Financial Planning: Auto and Homeowners Insurance (Webinar)
10/29/2026 26WS-1511: Surgent's Federal Tax Update (Webinar)
10/29/2026 26WS-1512: The Best Individual Income Tax Update Course by Surgent (Webinar)
10/29/2026 26WS-1515: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar)
10/29/2026 26WS-1516: Surgent's IRS Tax Examinations and Hot Issues (Webinar)
10/29/2026 26WS-1519: Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar)
10/29/2026 26WX-4700: Calculating the Retirement Need (Webinar)
10/30/2026 26WS-1530: Surgent's Taking Advantage of Installment Sales (Webinar)
10/30/2026 26WS-1531: Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar)
10/30/2026 26WX-4729: Business Partnerships: Managing Supplier Relationships (Webinar)
10/31/2026 26WX-4751: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
11/2/2026 26WS-1543: Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar)
11/2/2026 26WS-1547: Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar)
11/2/2026 26WS-1548: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar)
11/2/2026 26WX-4776: Business Partnerships: Managing Supplier Relationships (Webinar)
11/2/2026 26WX-4780: Calculating the Retirement Need (Webinar)
11/3/2026 26WS-1552: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
11/3/2026 26WS-1553: The Best Individual Income Tax Update Course by Surgent (Webinar)
11/3/2026 26WS-1560: Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar)
11/3/2026 26WS-1562: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar)
11/3/2026 26WX-4814: Behavioral Finance Biases (Webinar)
11/3/2026 26WX-4815: Financial Planning: Auto and Homeowners Insurance (Webinar)
11/4/2026 26WS-1575: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
11/4/2026 26WS-1578: Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar)
11/4/2026 26WS-1579: Surgent's Hiring New Workers and Payroll Taxes (Webinar)
11/5/2026 26WI-0250: Form 990: Best Practices for Accurate Preparation (Webinar)
11/5/2026 26WS-1583: Surgent's Adapting to Today's Changing Accounting Landscape (Webinar)
11/5/2026 26WS-1593: Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar)
11/5/2026 26WX-4875: Building a Better Budget in a Time of Uncertainty (Webinar)
11/5/2026 26WX-4876: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
11/6/2026 26WS-1595: The Best Individual Income Tax Update Course by Surgent (Webinar)
11/6/2026 26WS-1604: Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar)
11/6/2026 26WX-4906: Retaining Talent in a Competitive Marketplace (Webinar)
11/7/2026 26WS-1605: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
11/9/2026 26WS-1608: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar)
11/9/2026 26WS-1609: Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar)
11/9/2026 26WS-1611: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar)
11/9/2026 26WS-1615: Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar)
11/10/2026 26WS-1626: Surgent's Taxation of the Mobile Workforce (Webinar)
11/10/2026 26WX-4985: Business Partnerships: Managing Supplier Relationships (Webinar)
11/10/2026 26WX-4987: More Money: Strategic Ways to Improve Cash Flow (Webinar)
11/11/2026 26WS-1630: Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar)
11/11/2026 26WX-5010: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
11/12/2026 26WS-1648: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar)
11/12/2026 26WS-1649: Surgent's Real Estate Taxation: Critical Considerations (Webinar)
11/12/2026 26WS-1653: Surgent's Tax Update for Client Advisory Services (Webinar)
11/12/2026 26WX-5041: Financial Planning: Auto and Homeowners Insurance (Webinar)
11/12/2026 26WX-5043: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
11/13/2026 26WS-1658: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar)
11/13/2026 26WS-1659: Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties -- Where Do I Need To File? (Webinar)
11/13/2026 26WS-1660: Surgent's IRS Tax Examinations and Hot Issues (Webinar)
11/13/2026 26WX-5071: Behavioral Finance Biases (Webinar)
11/13/2026 26WX-5072: Calculating the Retirement Need (Webinar)
11/14/2026 26WS-1667: Surgent's Individual and Financial-Planning Tax Camp (Webinar)
11/16/2026 26WS-1673: Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar)
11/16/2026 26WS-1674: Surgent's Navigating Your Client Through the IRS Appeals Process (Webinar)
11/16/2026 26WS-1676: Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar)
11/16/2026 26WX-5120: Retaining Talent in a Competitive Marketplace (Webinar)
11/17/2026 26WS-1684: Surgent's Business Law for Small Business Owners (Webinar)
11/17/2026 26WS-1696: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar)
11/17/2026 26WS-1697: Surgent's Tax Research: Intermediate Concepts (Webinar)
11/18/2026 26WS-1702: The Best Individual Income Tax Update Course by Surgent (Webinar)
11/18/2026 26WS-1706: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar)
11/18/2026 26WS-1710: Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar)
11/18/2026 26WX-5175: Business Partnerships: Managing Supplier Relationships (Webinar)
11/18/2026 26WX-5176: Financial Planning: Auto and Homeowners Insurance (Webinar)