Surgent's Top 10 Tax Topics (Self-Study)


Date Valid for one year from purchase date
Format Self-Study (Downloadable PDF)
CPE credits CPE 8.0
8.0 IRS CE approved
of study
Taxes - Technical (8.0)
Standard member fee $125.00
checkmarkStandard nonmember fee $125.00

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Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities.

Who should take this program?

All CPAs who want an in-depth discussion of the current tax issues that affect all clients

Major subjects

  • Exact topics are subject to change but may include:
  • Travel and substantiation
  • Choice of entity
  • Getting the principal residence sale exclusion right
  • Maximizing retirement benefits
  • Establishing domicile/residency and saving your clients money
  • Tour of form changes
  • Pernicious precedents in payroll penalties
  • Self-employment tax issues
  • Other key tax topics

Learning objective(s)

  • Understand the most important hot button issues that have emerged as areas of concern to the IRS, taxpayers, and tax advisors
  • Understand a broad range of tax subjects for both individuals and business owners
  • Recognize tax planning opportunities that may present themselves


Course code Code JSDLTTEN
Sponsor Surgent
NASBA ID#: 103212
Level Intermediate
Format Self-Study (Downloadable PDF)
Prerequisites Prereq. Five or more years of experience in planning for individual and business clients