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Individual Tax Self-Study CPE Courses

Our individual tax CPE self-study courses cover an array of issues, from how to ready para-professionals for the busy season to making your clients aware of the hot areas in IRS enforcement. Many of these tax CPE courses include practice aids and completed forms. Our individual tax CPE Self-Study courses will keep you up-to-date on the latest tax law changes, case law decisions, and IRS rulings.


Of course our programs and materials will help CPAs easily meet their CPE needs, but our goal is to go one step further, to become your trusted resource for essential education and insights that will keep you informed across all areas of need.

Course TitleFormatCreditsPrice 

Unique Tax Attributes of Different Entity Types (AET2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (ATFI)
Field of Study: Taxes (8)

Self-Study Download

8

$159.00

Buy now

Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (ATFI)
Field of Study: Taxes (8)

Self-Study Textbook

8

$210.00

Buy now

Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (ATFI)
Field of Study: Taxes (8)

Self-Study Webcasts

8

$199.00

Buy now

Surgent's Federal Tax Update (BFT4)
Field of Study: Taxes (4)

Self-Study Download

4

$79.00

Buy now

Surgent's Federal Tax Update (BFT4)
Field of Study: Taxes (4)

Self-Study Textbook

4

$139.00

Buy now

Surgent's Federal Tax Update (BFT4)
Field of Study: Taxes (4)

Self-Study Webcasts

4

$129.00

Buy now

The Best Federal Tax Update Course by Surgent (BFTU)
Field of Study: Taxes (Technical) (16)

Self-Study Download

16

$279.00

Buy now

The Best Federal Tax Update Course by Surgent (BFTU)
Field of Study: Taxes (Technical) (16)

Self-Study Textbook

16

$360.00

Buy now

The Best Federal Tax Update Course by Surgent (BFTU)
Field of Study: Taxes (8)

Self-Study Webcasts

8

$199.00

Buy now

Surgent's Individual Income Tax Update (BIT4)
Field of Study: Taxes (4)

Self-Study Download

4

$79.00

Buy now

Surgent's Individual Income Tax Update (BIT4)
Field of Study: Taxes (4)

Self-Study Textbook

4

$139.00

Buy now

The Best Individual Income Tax Update Course by Surgent (BITU)
Field of Study: Taxes (12)

Self-Study Download

12

$219.00

Buy now

The Best Individual Income Tax Update Course by Surgent (BITU)
Field of Study: Taxes (12)

Self-Study Textbook

12

$285.00

Buy now

The Best Individual Income Tax Update Course by Surgent (BITU)
Field of Study: Taxes (8)

Self-Study Webcasts

8

$199.00

Buy now

Guide to Partner Capital Account Reporting (CPMB)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Guide to Calculating S Corporation Shareholder Stock and Loan Basis (CSSB)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (DDP2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Establishing State Residency and Saving Your Clients Money (DOMR)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Depreciation Rules for Bonus and Section 179 Expensing (DRBE)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Food, Beverage, and Entertainment Expensing (ELEX)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW)
Field of Study: Taxes (8)

Self-Study Download

8

$159.00

Buy now

Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW)
Field of Study: Taxes (8)

Self-Study Textbook

8

$210.00

Buy now

Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW)
Field of Study: Taxes (8)

Self-Study Webcasts

8

$199.00

Buy now

Tax Reporting for Executive Compensation (EXC2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

IRS Tax Examinations and Hot Issues (EXI4)
Field of Study: Taxes (4)

Self-Study Download

4

$79.00

Buy now

IRS Tax Examinations and Hot Issues (EXI4)
Field of Study: Taxes (4)

Self-Study Textbook

4

$139.00

Buy now

IRS Tax Examinations and Hot Issues (EXI4)
Field of Study: Taxes (4)

Self-Study Webcasts

4

$129.00

Buy now

Hot IRS Tax Examination Issues for Individuals and Businesses (EXIB)
Field of Study: Taxes (8)

Self-Study Download

8

$159.00

Buy now

Hot IRS Tax Examination Issues for Individuals and Businesses (EXIB)
Field of Study: Taxes (8)

Self-Study Textbook

8

$210.00

Buy now

A Guide to Gig Economy Tax Issues (GIG2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

This Year's Top Tax and Financial-Planning Ideas (IEF4)
Field of Study: Taxes (4)

Self-Study Download

4

$79.00

Buy now

This Year's Top Tax and Financial-Planning Ideas (IEF4)
Field of Study: Taxes (4)

Self-Study Textbook

4

$139.00

Buy now

This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)
Field of Study: Taxes (12)

Self-Study Download

12

$219.00

Buy now

This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)
Field of Study: Taxes (12)

Self-Study Textbook

12

$285.00

Buy now

Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (IFB4)
Field of Study: Management Services (4)

Self-Study Download

4

$79.00

Buy now

Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (IFB4)
Field of Study: Management Services (4)

Self-Study Textbook

4

$139.00

Buy now

Surgent's Individual and Financial-Planning Tax Camp (IFCP)
Field of Study: Taxes (8)

Self-Study Download

8

$159.00

Buy now

Surgent's Individual and Financial-Planning Tax Camp (IFCP)
Field of Study: Taxes (8)

Self-Study Textbook

8

$210.00

Buy now

Surgent's Individual and Financial-Planning Tax Camp (IFCP)
Field of Study: Taxes (8)

Self-Study Webcasts

8

$199.00

Buy now

Individual Income Tax Fundamentals (IITF)
Field of Study: Taxes (20)

Self-Study Download

20

$270.00

Buy now

Individual Income Tax Fundamentals (IITF)
Field of Study: Taxes (20)

Self-Study Textbook

20

$285.00

Buy now

Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (IITP)
Field of Study: Taxes (10)

Self-Study Download

10

$189.00

Buy now

Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (IITP)
Field of Study: Taxes (10)

Self-Study Textbook

10

$249.00

Buy now

Summary and Analysis of the Inflation Reduction Act of 2022 (IR22)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

2024 Tax Update (IRSU)
Field of Study: Taxes (3)

Self-Study Download

3

$59.00

Buy now

2024 Tax Update (IRSU)
Field of Study: Taxes (3)

Self-Study Textbook

3

$139.00

Buy now

Getting Ready for Busy Season: Review Individual Tax Form Changes (ITFC)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Surgent's Individual Tax Planning Ideas (ITP4)
Field of Study: Taxes (4)

Self-Study Download

4

$79.00

Buy now

Surgent's Individual Tax Planning Ideas (ITP4)
Field of Study: Taxes (4)

Self-Study Textbook

4

$139.00

Buy now

Top Individual Tax Planning Strategies (ITPS)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Max the Tax: Common Deductions (MTT2)
Field of Study: Taxes (1)

Self-Study Download

1

$49.00

Buy now

Max the Tax: Schedule C (MTT3)
Field of Study: Taxes (1)

Self-Study Download

1

$49.00

Buy now

Max the Tax: Crypto Craze (MTT5)
Field of Study: Taxes (1)

Self-Study Download

1

$49.00

Buy now

A Guide to Nonqualified Deferred Compensation (NDC2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4)
Field of Study: Taxes (Technical) (4)

Self-Study Download

4

$79.00

Buy now

Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4)
Field of Study: Taxes (Technical) (4)

Self-Study Textbook

4

$139.00

Buy now

Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4)
Field of Study: Taxes (Technical) (4)

Self-Study Webcasts

4

$129.00

Buy now

A Complete Guide to Offers in Compromise (OIC2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$109.00

Buy now

Post-election Coverage of Potential Tax Changes and Planning Strategies (PEL2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR)
Field of Study: Taxes (8)

Self-Study Download

8

$159.00

Buy now

Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR)
Field of Study: Taxes (8)

Self-Study Textbook

8

$210.00

Buy now

Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR)
Field of Study: Taxes (8)

Self-Study Webcasts

8

$199.00

Buy now

Purchase and Sale of a Residence: Critical Tax Issues (PSR2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

How to Effectively Represent Clients Under IRS Audit (RCA2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Securing a Comfortable Retirement (SCR4)
Field of Study: Specialized Knowledge (3), Taxes (3)

Self-Study Download

6

$119.00

Buy now

Securing a Comfortable Retirement (SCR4)
Field of Study: Specialized Knowledge (3), Taxes (3)

Self-Study Textbook

6

$165.00

Buy now

Securing a Comfortable Retirement in the Age of Spending (SCRT)
Field of Study: Specialized Knowledge (6), Taxes (6)

Self-Study Download

12

$219.00

Buy now

Securing a Comfortable Retirement in the Age of Spending (SCRT)
Field of Study: Specialized Knowledge (6), Taxes (6)

Self-Study Textbook

12

$285.00

Buy now

Securing a Comfortable Retirement in the Age of Spending (SCRT)
Field of Study: Specialized Knowledge (4), Taxes (4)

Self-Study Webcasts

8

$199.00

Buy now

Update on the SECURE 2.0 Act (SEC2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Social Security: Dispelling Common Myths with Essential Truths (SMT2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$109.00

Buy now

Strategies for Maximizing Social Security Benefits (SPMB)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Maximizing Your Social Security Benefits (SSR4)
Field of Study: Taxes (8)

Self-Study Download

8

$159.00

Buy now

Maximizing Your Social Security Benefits (SSR4)
Field of Study: Taxes (8)

Self-Study Textbook

8

$210.00

Buy now

Social Security and Medicare: Planning for You and Your Clients (SSRB)
Field of Study: Taxes (12)

Self-Study Download

12

$219.00

Buy now

Social Security and Medicare: Planning for You and Your Clients (SSRB)
Field of Study: Taxes (12)

Self-Study Textbook

12

$285.00

Buy now

Social Security and Medicare: Planning for You and Your Clients (SSRB)
Field of Study: Taxes (8)

Self-Study Webcasts

8

$199.00

Buy now

Surgent's Advanced Individual Income Tax Return Issues (STRI)
Field of Study: Taxes (12)

Self-Study Download

12

$219.00

Buy now

Surgent's Advanced Individual Income Tax Return Issues (STRI)
Field of Study: Taxes (12)

Self-Study Textbook

12

$285.00

Buy now

Surgent's Advanced Individual Income Tax Return Issues (STRI)
Field of Study: Taxes (8)

Self-Study Webcasts

8

$199.00

Buy now

Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (TRS4)
Field of Study: Taxes (4)

Self-Study Webcasts

4

$129.00

Buy now

2024 Tax Update for Client Advisory Services (TXU4)
Field of Study: Taxes (4)

Self-Study Webcasts

4

$129.00

Buy now

Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203 (UARB)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (WLB2)
Field of Study: Personnel/Human Resources (1), Taxes (1)

Self-Study Webcasts

2

$49.00

Buy now

Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (WSKT)
Field of Study: Specialized Knowledge (1), Taxes (1)

Self-Study Webcasts

2

$89.00

Buy now

2024 Tax Changes and Year-end Planning Opportunities (YT24)
Field of Study: Taxes (4)

Self-Study Webcasts

4

$129.00

Buy now
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