#USA #Dallas #Corporate Tax #Surgent CPE #Dave Peters

Surgent CPE Unveils Comprehensive Corporate Tax Course Series

On July 14, 2026, Surgent CPE, a part of UWorld and a recognized leader in professional education for accounting and finance experts, announced the launch of its newest initiative: a Corporate Tax CPE Series. This series is designed to empower tax professionals and financial advisors with vital knowledge and skills essential for managing corporate clients' tax needs.

Overview of the Corporate Tax CPE Series

The series comprises three premium live webinar courses, meticulously crafted to cover key areas of corporate taxation, including entity formation, deductions, and tax credits. Each course is led by the renowned Dave Peters, CPA, CFP®, CLU, CPCU, MST, MBA, who has a wealth of experience spanning over two decades in the fields of tax, accounting, and finance. As the founder of Peters Professional Education, Dave is a sought-after instructor and a significant voice in the tax education landscape.

Course Breakdown

The Corporate Tax CPE Series includes the following three impactful courses:

1. Understanding Corporate Taxation Accounting Methods, Deduction Timing, and Losses (CTM2)
Premiere Date: August 3, 2026, 1-3 p.m. ET
This course delves deep into the restrictions on deductions, such as charitable contributions and meals, alongside crucial timing rules, including the all-events test, and it addresses net operating and passive activity losses.

2. Understanding Corporate Taxation Formation and Shareholder Compensation (CTF2)
Premiere Date: August 26, 2026, 10 a.m.-noon ET
During this session, participants will explore tax-free incorporation, methods for calculating basis with debt implications, and the intricacies of various shareholder compensation structures.

3. Understanding Corporate Taxation Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax (CTT2)
Premiere Date: September 3, 2026, 10 a.m.-noon ET
This course's syllabus encompasses significant corporate tax credits, stock redemption rules under Section 302, and strategic planning for addressing the corporate alternative minimum tax.

CPE Accreditation

Participation in the Corporate Tax CPE Series is worthy of 6 CPE credits, distributed at 2 credits per course. These sessions are NASBA-approved, ensuring their quality and relevance for continued professional education in accounting and finance.

Expert Instruction with a Personal Touch

Elizabeth Kolar, Surgent's Executive Vice President, emphasizes the necessity for detailed instruction in corporate tax planning. Kolar insists, “The details matter in corporate tax planning, and practitioners need instruction that reflects that.” She further vouches for Peters’ practical, example-driven teaching style which is invaluable for practitioners aiming to provide confident and informed advice to corporate clients.

Why Choose Surgent CPE?

As a leading provider of continuing professional education, Surgent CPE offers a flexible Unlimited Plus subscription plan, allowing professionals access to all required CPE credits, facilitating ongoing learning tailored for busy schedules. Known for first-to-market regulatory coverage and a robust speaker lineup, Surgent CPE provides stakeholders with the tools necessary to stay compliant and informed.

Conclusion

The Corporate Tax CPE Series with Dave Peters stands out as a significant addition for finance professionals seeking to hone their tax expertise. Registration is open now, and individual courses cost $119 each, while all three are included with a subscription.

For more details and to register, visit surgentcpe.com/corporate-tax-cpe-series.

Whether you're an established tax professional or just beginning your journey in corporate finance, this course series presents a unique opportunity to build and enhance your expertise while aligning with national standards and best practices in tax regulation.