Self-Study On-Demand


1 CPE Credit

Surgent’s Weekly Expert Hour (Original Air Date: 5/26/22)

Self-Study On-Demand
1 CPE Credit

Learning Objectives

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

Major Topics

  • Inflation Adjusted U.S. Savings Bonds (I Bonds)
  • Virtual Currency Transactions for 2021
  • Making a Late Section 754 Election
  • Changes Affecting Tax Year 2021 Tax Returns
  • Interest Rates and Lapse Assumptions

CPE Credits Available

1 CPE Credit
1
Taxes

Things to Know About This Course

Course Level

  • Update

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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