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Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide

Wednesday, August 5 2026 10:00am - 12:00pm EDT

Virtual
| Credits: 2.00
Item Code: WS-0643

$109.00

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Non-Member Fee

$109.00

Tax Planning for Sole Proprietors & Other Business Owners 26-27

Wednesday, August 5 2026 9:00am - 4:30pm EDT

Virtual
| Credits: 8.00
Item Code: 137972

$439.00

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$439.00

Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions

Wednesday, August 5 2026 10:00am - 12:00pm EDT

Virtual
| Credits: 2.00
Item Code: WS-2107

$109.00

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Standard Fees

Non-Member Fee

$109.00