Surgent Accounting & Financial Education

The estate tax exemption is $15M in 2026. Most estates owe nothing. Form 706 is still required in more situations than practitioners expect. Portability elections don't file themselves. Surgent's new blog covers when and why. 🔗 hubs.ly/Q04h6LsG0 #EstateTax #Form706

The #CFO role has been rewritten. Technical precision is the floor now, not the differentiator. Surgent's new blog covers what boards actually expect from finance leaders in 2026 and what the path from controller to CFO looks like. 🔗 hubs.ly/Q04h6VP90 #FinanceLeadership

EA testing is closed through June. That's not a problem — it's time to build a real plan before July 1. Free webinar today: how to pass all 3 EA parts in 12 months. 📅 May 19 | 2 p.m. ET 🔗 hubs.ly/Q04h7gLM0 #EAExam #EnrolledAgent #SurgentExamReview

HSAs have three tax advantages. Most clients use one. Surgent CPE's CHS2 covers eligibility, FSA and HRA interactions, excess contributions, rollovers, and maximizing strategies. May 28 | 2 CPE Credits | IRS & CTEC 🔗 hubs.ly/Q04g6ltk0 #HSA #TaxPlanning #SurgentCPE

Most clients treat their #HSA like a medical debit card. The ones who invest it instead end up with a retirement account that beats almost everything else on tax efficiency. Surgent's new blog covers the strategy most advisors aren't discussing yet. hubs.ly/Q04g6V080

Form 709 is required even when gift tax is zero. Miss it and the IRS has no time limit to revalue the gift. Our GTR2 webinar covers the full filing process. May 6 | 10 a.m. ET | 2 CPE Credits 🔗 hubs.ly/Q04f9QsD0 #GiftTax #Form709 #SurgentCPE

At BDO Alliance Evolve? Take your shot at Booth 223. Stop by for our hole-in-one contest: 1 putt, 2 ways to win. Don’t miss Sue Smith’s May 5 session on pass-through business tax challenges. Details: hubs.ly/Q04f9Q-10

Future interests, gift splitting, non-citizen spouses — the filing triggers are more common than most practitioners realize. Surgent's new blog has the full breakdown. 🔗 hubs.ly/Q04f9r5Q0 #GiftTax #Form709 #SurgentCPE

UWorld has acquired us! We are a world-class solution that redefines how accounting and finance professionals learn, grow, and succeed. Business here will continue as usual. Learn more about the acquisition: hubs.ly/Q04f2nTC0

401(k) questions from clients are getting harder. Contribution limits changed. SECURE 2.0 is fully in effect. OBBBA added more. Surgent's latest blog covers what advisors need to know in 2026. 🔗 hubs.ly/Q04dKsnN0 #401k #RetirementPlanning #SurgentCPE

Form 709 is one of the most misunderstood returns in practice. It's also one of the most consequential to get wrong. Our GTR2 course covers the full process. May 6 | 10 a.m. ET | 2 CPE Credits 🔗 hubs.ly/Q04dK9Q00 #GiftTax #Form709 #SurgentCPE

Most EA candidates make it harder than it has to be. Join us today for a free webinar on how to pass all 3 EA parts in 12 months. Real schedules, real milestones, no burnout. 🔗 hubs.ly/Q04dKr390 #EAexam #EnrolledAgent #SurgentExamReview

The OBBBA changed 529 Plans. More estate planning flexibility. Expanded qualified expenses. Advisors are still catching up. Surgent's latest blog breaks down what changed and what it means for your clients. 🔗 hubs.ly/Q04crCk60 #OBBBA #529Plans #TaxPlanning #SurgentCPE

Three tax advantages. Most clients only use one. Surgent CPE's IHS2 covers HSA strategy, contribution rules, eligible expenses, and investment options. April 23 | 10 a.m. ET | 2 CPE Credits 🔗 hubs.ly/Q04crcbB0 #HSA #TaxPlanning #SurgentCPE

The OBBBA rewrote Section 1202. Higher exclusion caps. Stricter requirements. Three of the most credentialed tax practitioners in the field break down the full 2026 picture. April 21 | 10 a.m. ET | 2 CPE Credits 🔗 hubs.ly/Q04crGd_0 #OBBBA #Section1202 #SurgentCPE

Tax season ends. CPE gets pushed to November. Every year. Break the cycle. Our new guide covers how to audit your credits and build a plan while you still have time. 🔗 hubs.ly/Q049SBXR0 #CPE #TaxSeason #SurgentCPE

April 15. You made it. Breathe. The CPE and regulatory updates will still be there tomorrow. And when you're ready, we'll be here. #TaxDay #CPAlife #SurgentCPE

A low CPA Exam score isn't failure. Studying the same way and expecting a different result is. Free webinar today at 2 p.m. ET. What your score report means and how to change your approach. 🔗 hubs.ly/Q04bdYJr0 #CPAExam #SurgentExamReview

The OBBBA changed Section 1202 QSBS. Bigger exclusion cap. Stricter requirements. More at stake for your clients. Check out our full breakdown before your next advisor conversation. 🔗 hubs.ly/Q049SxR-0 #OBBBA #Section1202 #SurgentCPE

CPA Core scores are out today. Passed? Congratulations. That result is yours. Didn't pass? It's not the end; it's data. Come back sharper. Either way, keep going. 💪 #CPAExam #CPA #SurgentExamReview