UWorld’s Comprehensive Exam Review Courses + Surgent’s Expansive Continuing Professional Education and Exam Prep Courses = A World-Class Solution to Redefine How Accounting and Finance Professionals Learn, Grow, and Succeed Surgent Accounting & Financial Education is now part of UWorld, a global leader in comprehensive academic and professional education. We’re excited to offer our extensive […]
Displaying: CPE
401(k) Planning in 2026: Contribution Limits, Plan Types, and Key Rules for CPAs and Advisors
The 401(k) remains the most widely used employer-sponsored retirement vehicle in the country. Contribution limits went up in 2026, a new Roth catch-up requirement for high earners took effect, and the foundational rules on plan design, vesting, and nondiscrimination testing remain as consequential as ever. Here’s a current reference on how the numbers and rules look this year. 2026 […]
What Happens After April 15? A CPA’s Guide to Post-Tax-Season CPE Planning
Tax season ends. The filing deadlines pass. And for most CPAs, the first real window to address CPE compliance opens up on April 16. For practitioners who’ve been heads-down since January, the stretch between mid-April and June 30 is typically the most productive CPE period of the year. Reporting deadlines vary by state, but the post-busy-season window […]
Section 1202 Qualified Small Business Stock in 2026: New Rules, Higher Stakes, Strict Requirements
Section 1202 has been around since 1993. For most of that time it was a niche provision, useful in the right circumstances but constrained by a rigid five-year holding period and dollar thresholds that hadn’t kept pace with inflation. The One, Big, Beautiful Bill Act (OBBBA), signed into law July 4, 2025, changed that. Three […]
Surgent Celebrates International Accounting Day 2025 With Week-Long Events and Expert-Led CPE Conference
Virtual sessions during International Accounting Week explore artificial intelligence, audit quality management and OBBBA tax reform, culminating with a free CPA Mock Exam RADNOR, Pa. (Oct. 30, 2025) — Surgent Accounting & Financial Education, a division of KnowFully Learning Group, announced a week-long celebration of International Accounting Day 2025, to be held Nov. 10–14. The […]
10 Study Tips to Maximize Your CPA CPE
CPAs face a consistent challenge: completing continuing professional education requirements while managing client work and personal commitments. The approach matters as much as the time invested. These strategies help CPAs integrate CPE into existing workflows, leverage emerging technologies, and maintain compliance without sacrificing productivity. Build a Realistic CPE Schedule Block CPE hours during naturally slower […]
Navigating the SALT Landscape: What CPAs Need to Know for 2025
As the December 31, 2025 expiration date for key provisions of the Tax Cuts and Jobs Act (TCJA) approaches, CPAs face increasing questions from clients about the State and Local Tax (SALT) deduction cap and its implications. This blog explores the current SALT landscape, potential changes on the horizon, and strategic considerations CPAs should be […]
Surgent Unveils New Lineup of Continuing Professional Education (CPE) Courses on CPA Day 2025
New courses cover AI, taxation, cybersecurity and more, helping professionals stay current and meet CPE requirements. RADNOR, Pa. (April 16, 2025) — Surgent CPE, a leader in continuing professional education for accounting and finance professionals, on April 16 — in celebration of CPA Day — announced the launch of nearly 50 new CPE courses as […]
