Self-Study On-Demand


1 CPE

Surgent’s Weekly Expert Hour (Original Air Date: 10/10/24)

Self-Study On-Demand
1 CPE

Learning Objectives

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

Major Topics

  • Latest update concerning HSAs
  • Letter 105-C and the Employee Retention Credit (ERC)
  • FinCEN's Beneficial Ownership Information (BOI) Reports
  • Qualified Rollover Contributions 

CPE Credits Available

1 CPE
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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