On-Demand


1 CPE Credit

Surgent’s Weekly Expert Hour (Original Air Date: 7/17/25)

On-Demand
1 CPE Credit

Learning Objectives

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

Major Topics

  • What's new in IRAs
  • New 1099-Q for 2025
  • Tracking of Qualified Charitable Distributions
  • Strategies to plan for the rest of the year

CPE Credits Available

1 CPE Credit
1
Tax

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 Professional Education

Purchase This Course

  • ARCPA Member

    $ 49 49
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  • ARCPA Non-Member

    $ 79 79
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