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Everything You Need to Know About Surcharging

  • CMA
  • CPA (US)
  • CFA
Everything You Need to Know About Surcharging

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 PL credit for Chartered Financial Analyst (CFAs)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

This Course is Also Available in Self Study (On-Demand)

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Course Description

Tax and tip aside, the price you see is the price that you want to pay.

In our competitive consumerist world, surcharges and hidden payments are universally loathed. A classic example? Extra fees charged for using a credit card as payment.

Also known as ‘Check-out fees’, ‘merchant service fees, and credit card fees, etc., the surcharge is an extra fee charged by the merchant when receiving the payment through a credit card. These charges are for interchange fees, cash advance fees, annual fees, enhancement income, interest income, etc.

The practice of surcharging is frequently discussed, but rarely completely understood. In this CPE course, the speaker Erika Segal, will walk through the history of surcharging, the current laws relating to surcharging in the United States, and discuss how you can implement complaint surcharging in your practice.

Major topics covered in this online CPE webinar:

  • Why do these card surcharges happen?
  • What are the rules for surcharging and is it even legal?
  • What are the pros and cons of surcharging?

Whether you're part of a large firm or you're a sole practitioner, you won't want to miss the opportunity to learn about this intricate topic!

Learning Objectives

  • Recount the history of the credit card processing industry and surcharging.
  • Discover the current status of surcharging in the U.S.
  • Recognize how you can implement surcharging in your firm in a compliant fashion.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Staff of Accounting Firm
  • Young CPA





Helpful session


I was surprised it was pre-recorded. The background music was a little distracting after awhile but good information was presented.


Good Info.