Self-Study On-Demand


1 CPE

Surgent's Weekly Expert Hour (Original Air Date: 10/14/21)

Self-Study On-Demand
1 CPE

Learning Objectives

  • Be well informed on current topics impacting taxes, finance, and industry

Major Topics

    • Increase for Social Security recipients
    • New 2021 draft tax forms (as of 10/14/21): Form 1040
    • Schedule 1, Schedule 2, and Schedule 3
    • The 4% rule: is this the best approach to sustainable retirement spending
    • Commercial real estate tax strategies: a refresher for tax year 2021

CPE Credits Available

1 CPE
1
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

A general familiarity with the current financial climate

Advanced Preparation

None

Intended Audience

Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients

Provider

Surgent

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