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Live Seminars

Surgent is one of the largest providers of live CPE seminars for CPAs and financial professionals in the U.S. Each year, we present almost 2000 live seminars, on over 100 different topics, in almost every state—all of which are approved by the National Association of State Boards of Accountancy (NASBA). Our expert discussion leaders are recognized as some of the most knowledgeable and most effective instructors in the country, consistently earning top ratings from seminar attendees. The live CPE seminars listed below are presented in conjunction with state societies of CPAs, who handle all registrations. To attend any of these upcoming events, please contact the local state society sponsor.

 

Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (BNK2)

Field of Study: Business Law (2)

DateStateLocation

3/13/2026

WA

Remote Webcast

Estate and Life Planning Issues for the Middle-Income Client (PMIC)

Field of Study: Taxes (8)

DateStateLocation

6/3/2025

MS

Ridgeland

11/12/2025

TN

Remote Webcast

12/15/2025

AR

Little Rock, AR

Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (1041)

Field of Study: Taxes (8)

DateStateLocation

11/10/2025

WA

Remote Webcast

11/12/2025

AR

Remote Webcast

12/15/2025

IA

Remote Webcast

12/16/2025

TN

Remote Webcast

How to Settle a Client's Estate (SEAZ)

Field of Study: Taxes (8)

DateStateLocation

6/25/2025

MS

Remote Webcast

9/29/2025

AR

Remote Webcast

12/2/2025

TN

Remote Webcast

Securing a Comfortable Retirement in the Age of Spending (SCRT)

Field of Study: Specialized Knowledge and Applications (4), Taxes (4)

DateStateLocation

5/12/2025

NY

Remote Webcast

6/16/2025

MS

Ridgeland

12/11/2025

AR

Remote Webcast

Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)

Field of Study: Taxes (4)

DateStateLocation

6/9/2025

FL

Remote Webcast

6/25/2025

TX

Remote Webcast

8/27/2025

TX

San Antonio

9/18/2025

TX

Remote Webcast

9/19/2025

TN

Remote Webcast

11/14/2025

MI

Detroit, MI

Social Security and Medicare: Planning for You and Your Clients (SSRB)

Field of Study: Taxes (8)

DateStateLocation

6/9/2025

MI

Novi - Four Points by Sheraton Detroit Novi

6/17/2025

MS

Ridgeland

6/18/2025

OR

Remote Webcast

7/23/2025

WA

Remote Webcast

9/26/2025

TN

Remote Webcast

10/29/2025

AR

Remote Webcast

12/19/2025

LA

Lake Charles

Surgent's Federal Tax Camp (SATC)

Field of Study: Taxes (8)

DateStateLocation

11/6/2025

VT

Burlington, VT

12/9/2025

DE

Remote Webcast

Surgent's Individual and Financial-Planning Tax Camp (IFCP)

Field of Study: Taxes (8)

DateStateLocation

6/4/2025

MS

Ridgeland

8/26/2025

TN

Remote Webcast

Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC)

Field of Study: Taxes (8)

DateStateLocation

12/12/2025

IA

Remote Webcast

1/8/2026

MI

Troy, MI

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IRS-approved courses are applicable for EAs and non-credentialed tax preparers, including the AFSP Record of Completion. Although these courses are also approved for CPE for CPAs, CPAs are not restricted to these courses.

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