Self-study
ALL COURSES
Click the course acronym or title for a description of the course

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

1041

Fiduciary Income Tax Returns - Form 1041 Workshop

16

Taxes

709R

2008 Review of Form 709 -- Gift Tax Return (online download only)

2

Taxes

AAIM

A Practical Approach to Asset Impairment and Retirement Accounting (online download only)

2

Accounting

ACTL

Surgent McCoy's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships

10

Taxes

ACTS

Surgent McCoy's Advanced Critical Tax Issues for S Corporations

10

Taxes

ADPF

A Fraud Update for 2008: New Approaches to Detecting and Preventing Fraud (online download only)

2

Auditing

AFIT

Advanced Federal Income Taxation of Estates, Trusts, and Beneficiaries and Advanced 1041 Return Preparation Issues

8

Taxes

AP41

Advanced Form 1041 Practice Workshop

12

Taxes

APLW

Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under ยง754 and Related Provisions

10

Taxes

AREV

Analytical Review: A Hands-On Approach (online download only)

2

Auditing

ARRC

Surgent McCoy's Practical Guide to Advanced Revenue Recognition Concepts

4

Accounting

AST1

Surgent McCoy's Basic Audit Staff Training -- Level I

16

Regulatory Ethics (3.5) and Auditing (12.5)

AST2

Surgent McCoy's Experienced Audit Staff Training -- Level II

16

Auditing

AST3

Surgent McCoy's Beginning In-Charge Training -- Level III

16

Auditing

AST4

Surgent McCoy's Experienced In-Charge Training -- Level IV

16

Auditing (6), Communications (7), and Business Management & Organization (3)

AST5

Surgent McCoy's Management Skills Training -- Level V

8

Marketing (4), Personnel/HR (2), and Management Advisory Services (2)

AUTP

Understanding Fin No. 48: A Practical Guide to Accounting for Uncertain Tax Positions (online download only)

2

Accounting

AWAC

Surgent McCoy's Audit Workshop: Best Practices for Audits in Compliance with Government Auditing Standards and OMB Circular A-133

8

Auditing

AWPD

Surgent McCoy's Audit Workshop: Best Practices in Planning & Designing a High-Quality and Profitable Audit

8

Auditing

BCPE

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy

12

Taxes

BEUC

The Best Estate-Planning Update Course by Surgent McCoy

10

Taxes

BFDM

Surgent McCoy's Complete Guide to Budgeting and Forecasting for Decision Making

8

Finance

BFTU

The Best Federal Tax Update Course by Surgent McCoy

16

Taxes

BITU

The Best Individual Income Tax Update Course by Surgent McCoy

12

Taxes

BTBB

The Top 50 Business Tax Bloopers and Blunders and How to Fix Them

8

Taxes

BTPS

Make Money for You and Your Clients: Surgent McCoy's Top Business Tax Planning Strategies

20

Taxes

CARU

Compilation and Review Update for 2008: What's Happening, and What's in the Pipeline (online download only)

2

Accounting

CASH

Surgent McCoy's Complete Guide to Cash Flow Analysis and Asset Management Consulting

8

Management Advisory Services

CCCB

Fraud: Catching the Crooks Who Cook the Books

10

Auditing

CCT2

Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies: The Professional Practice (online download only)(available soon)

2

Taxes

CCTA

Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies

8

Taxes

CDAA

Current Developments in Accounting, Auditing, and the Accounting Profession: An Overview for 2008

12

Accounting (9), Auditing (3)

CDEC

Internal Controls Design, Evaluation and Communication for Smaller Entities

8

Auditing

CECP

What Every Professional Should Know About Elder-Care Planning

8

Taxes

CFOG

Clearing the Fog in Advanced LLC and Partnership Structuring

8

Taxes

CGCC

The Complete Guide to C Corporations: Issues and Answers

8

Taxes

CGFB

The Complete Guide to Fringe Benefits

12

Taxes

CGFP

Surgent McCoy's Complete Guide to Personal Financial Planning

10

Taxes (5), Administrative Practice (5)

CGLB

The Complete Guide to Liquidation of Business Entities

12

Taxes

CGPT

The Complete Guide to Payroll Taxes and 1099 Issues

16

Taxes

CIPP

What Every CPA Should Know About Life Insurance Products and Planning

10

Taxes (5), Administrative Practice (5)

CIRA

Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, Roth IRAs, SIMPLEs, and SEPs

20

Taxes

CLLC

The Complete Guide to Partnerships and Limited Liability Companies

12

Taxes

CREV

Compilation and Review Update for 2008 -- Recently Issued SSARS (online download only)

2

Accounting

CRPD

Everything You Need to Know About Retirement Plan Distributions

10

Taxes

CTBA

OCBOA: A Guide to Cash and Tax Basis Accounting (online download only)

2

Accounting

CTSS

Calculating Tax Basis for a Subchapter S Corporation (online download only)

2

Taxes

CULO

Customer Loyalty: Cost vs. Benefits -- A Quantitative Approach

4

Management Advisory Services

DRMM

Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement

16

Administrative Practice (8), Taxes (8)

DTTP

How to Avoid Getting Burned in a Divorce: Tax Traps, Tricks, and Planning

8

Taxes

EAF4

Ethics and the Attest Function: A 4-Hour Update

4

Regulatory Ethics

EAF8

Ethics and the Attest Function: An 8-Hour Update

8

Regulatory Ethics

EFFR

Ethics and the Attest Function and Fraudulent Financial Reporting (online download only)

2

Regulatory Ethics

EFLA

Ethics for Florida

4

Regulatory Ethics

EGEN

General Ethics for Accountants

4

Regulatory Ethics (2), Behavioral Ethics (2)

EIRE

The Complete Guide to Employment Issues - Reducing the Employer's Risk

8

Business Law (6), Taxes (2)

ELRS

Accounting for Loans and Investments in the Current Economic Climate: A Guide to Evaluating Impaired Loans, Receivables, and Securities (online download only)

2

Accounting

EMAP

Engagement Management in a Changing Audit Profession (online download only)

2

Business Management & Organization

EMCR

Establishing & Maintaining Client Relationships in a Changing Audit Profession (online download only)

2

Business Management & Organization

EMIS

Ethics for Mississippi (online download only)

3

Regulatory Ethics

ENCA

Ethics for North Carolina

4

Regulatory Ethics

ENYK

Ethics for New York

4

Regulatory Ethics

EOHI

Ethics for Ohio

4

Regulatory Ethics

EOUT

A 2008 Update on Ethical Responsibilities in Tax Practice, Outsourcing, and Independence (online download only)

2

Regulatory Ethics

EPBB

The Top 50 Bloopers and Blunders and How to Fix Them: Estate Planning and Administration

8

Taxes

EPVI

Advanced Estate-Planning and Valuation Issues for the Closely Held Business Owner

10

Taxes

ERAC

A Guide to Ethical Responsibilities Under the AICPA Code and Independence and Advisory Services (online download only)

2

Regulatory Ethics

ERTI

Employment and Retirement Tax Issues for Members of an LLC (online download only)

2

Taxes

ESDP

New Depreciation Rules Under the Economic Stimulus Act of 2008 (online download only)

2

Taxes

ESLI

Estate and Business-Succession Planning Using Life Insurance

10

Taxes

ETEX

Ethics for Texas (available soon)

4

Regulatory Ethics

ETX1

Ethical Considerations in Your Tax Practice: Part 1 (online download only)

2

Regulatory Ethics

ETX2

Ethical Considerations in Your Tax Practice: Part 2 (online download only)

2

Regulatory Ethics

EWAS

Ethics for Washington

4

Regulatory Ethics

EWYO

Ethics for Wyoming (online download only)(available soon)

2

Regulatory Ethics

FAS2

Accounting Standards Update for 2008: What Is Happening at the FASB (online download only)

2

Accounting

FASB

Surgent McCoy's 2008 FASB/SAS Update Course

12

Accounting (9) Auditing (3)

FCFL

Free Cash Flow: A Tool to Manage Your Business More Effectively

4

Management Advisory Services

FISC

Formation Issues of an S Corporation (online download only)

2

Taxes

FLLC

Tax Issues in Formation of the Limited Liability Company (online download only)

2

Taxes

GATE

A Complete Guide to the Administration of Trusts and Estates

10

Taxes

GBMM

The CPA's Guide to Business Marketing and Management Strategies (online download only)

2

Marketing (1), Management Advisory Services (1)

GBPR

Government, Business, and Personal Retirement Plans, Strategies, and Taxes in a Nutshell (online download only)

2

Taxes

GIFT

Federal Estate and Gift Tax Returns -- Forms 706 and 709 Workshop

16

Taxes

GOAM

General Operations and Accounting Methods of an S Corporation (online download only)

2

Taxes

GOLD

Surgent McCoy's Gold Mine of Great Tax Strategies for the Real Estate Investor

12

Taxes

GSFP

The CPA's Guide to Successful Financial Planning Strategies and Concepts (online download only)

2

Finance

GWSI

Surgent McCoy's Guide to Wall Street Investments and Their New Tax Implications

10

Administrative Practice (7), Taxes (3)

HBIE

How Big Is the Elephant You Should Be Looking For? Practical Materiality Decisions Under a Risk-Based Approach to Auditing

4

Accounting (2), Auditing (2)

HMBI

Surgent McCoy's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships

8

Taxes

HSEO

How to Settle an Estate - An Overview (online download only)

2

Taxes

IACS

Independence and Controllership Services (online download only)

2

Accounting

IAMT

Surgent McCoy's Guide to Individual AMT: Planning Issues and Pitfalls (online download only)

2

Taxes

ICFD

Internal Control and Fraud Detection

8

Auditing

IDIC

Protecting Your Clients Against Identity Theft, Investment Fraud, and Consumer Fraud

8

Specialized Knowledge & Applications

IEFP

The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2008

12

Taxes

IFIN

Implementing Fin #46R: A Practical, Five-Step Approach to SPEs and VIEs (online download only)

2

Accounting

ILLC

Introduction to the Limited Liability Company (online download only)

2

Taxes

INBB

The Top 50 Bloopers and Blunders and How to Fix Them: Individual Tax and Financial Planning

8

Taxes

INTC

Internal Control: A Practical Approach to Preventing Misstatements in Closely-Held Companies (online download only)

2

Auditing

IPSC

Surgent McCoy's Guide to Understanding the Key Issues and Preparing S Corporation Tax Returns

8

Taxes

ISEE

Introduction to S Corporations - Eligibility and Elections (online download only)

2

Taxes

ISFR

Implementing SAS No. 99: Finding Fraudulent Financial Reporting and Asset-Misappropriation Schemes

8

Auditing

ITCO

International Tax Issues for Small and Medium-Sized Businesses -- Going Overseas and Coming to the United States

10

Taxes

ITGF

Industry Tax Guide to Fringe Benefits and Selected Payroll Issues

8

Taxes

ITIO

International Tax Issues for Individuals -- Going Overseas and Coming to the United States

10

Taxes

ITP2

Make Money for You and Your Clients: Surgent McCoy's Top Individual Tax Planning Strategies -- Special Circumstances (online download only)

2

Taxes

ITPS

Make Money for You and Your Clients: Surgent McCoy's Top Individual Tax Planning Strategies

12

Taxes

ITTE

Introduction to the Income Taxation of Trusts and Estates (online download only)

2

Taxes

IVMU

The Inventory Course -- Valuations, Methods, and Uniform Capitalization

8

Taxes (4), Accounting (4)

LCCC

Surgent McCoy's Case Studies in the Life Cycle of a Closely-Held C Corporation

8

Taxes

LCLL

Surgent McCoy's Case Studies in the Life Cycle of a Limited Liability Company

8

Taxes

LCSC

Surgent McCoy's Case Studies in the Life Cycle of an S Corporation

8

Taxes

LIF1

What Every CPA Needs to Know About the Legal, Tax, Economic, and Investment Features of Life Insurance (online download only)

2

Taxes (1), Finance (1)

LIF2

What Every CPA Needs to Know to Help Clients Determine Their Family and Business Life Insurance Needs (online download only)

2

Taxes (1), Finance (1)

LIF3

The CPA's Complete Guide to Evaluating and Comparing Life Insurance Policies (online download only)(available soon)

2

Taxes (1), Finance (1)

LIF4

What Every CPA Needs to Know About Life Insurance in Retirement Planning (online download only)

2

Taxes (1), Finance (1)

LIF5

The CPA's Guide to Business Life Insurance Plans to Protect the Employee's Family and to Achieve Estate Planning Goals (online download only)(available soon)

2

Taxes (1), Finance (1)

LITP

Using Life Insurance Trusts in Estate Planning (online download only)

2

Taxes

LLPW

Surgent McCoy's Limited Liability Company and Partnership Tax Return Preparation Workshop

8

Taxes

LP10

Surgent McCoy's Top 10 Tax Issues in Dealing with LLCs and Partnerships

8

Taxes

LTBO

Legal Toolkit for Business Owners, Controllers, and CPAs

8

Business Law

LTIL

Liquidation and Termination Issues for LLCs (online download only)

2

Taxes

MBAD

MBA in a Day!

12

Finance (6), Marketing (4), Economics (2)

MERG

Surgent McCoy's Guide to Assets and Stock Sales, Mergers and Reorganizations

8

Taxes

MFEP

Mastering the Fundamentals of Estate Planning

10

Taxes

NABB

The Top 50 Nonpublic Audit Bloopers and Blunders and How to Fix Them

8

Auditing

NBCS

A Practical Guide to the New Business Combination Standards: Coming to Terms with FASB Statements 141(R), 142, and 160 (online download only)

2

Accounting

NRAS

Changing your Audit Approach to Comply with the New Risk Assessment SASs

8

Auditing

NTAB

Negotiations and Tax Aspects of Buying and Selling a Business

12

Taxes

OHPI

Health Savings Accounts, Long-Term Care, Nursing Homes, and Other Health Planning Issues (online download only)

2

Taxes (1), Finance (1)

PCTR

Preparing Corporate Tax Returns for New Staff and Para-Professionals

10

Taxes

PDEV

Professional Developments Update for 2008 -- Recent Events in the Business World and Their Effect on the Accounting Profession (online download only)

2

Accounting

PITR

Preparing Individual Tax Returns for New Staff and Para-Professionals

8

Taxes

PLPS

The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns

16

Taxes

PMEP

Post-Mortem Estate Planning: Forms 706, 1041 & 1040

12

Taxes

PPES

Protecting the Practitioner from NEW Preparer Penalties and Ethical Standards Beginning on January 1, 2008

2

Taxes

PRVH

Critical Tax Planning Strategies and Issues in Owning a Principal Residence or Vacation Home

8

Taxes

QCAP

Quality Control in a Changing Audit Profession (online download only)

2

Business Management & Organization

QCTL

Quality Control in the CPA Firm: Recent Developments (online download only)

2

Auditing

REBB

The Top 50 Tax Bloopers and Blunders in Real Estate Investments and How to Fix Them

8

Taxes

REDZ

Within the Red Zone of Your Retirement: Tax Planning Strategies for Getting to the Goal Line Without Fumbling

10

Taxes

RETU

Understanding the Role of Executors and Trustees (online download only)

2

Taxes

RISK

Risk Based Auditing: A Practical Approach to SAS 104 thru SAS 111 (online download only)

2

Auditing

RMM1

Retirement Money Management 1 -- Process and Concepts (online download only)

2

Taxes (1), Finance (1)

RMM2

Retirement Money Management 2 -- Building the Nest Egg (online download only)

2

Taxes (1), Finance (1)

RMM3

Retirement Money Management 3 -- Making It Last (online download only)

2

Taxes (1), Finance (1)

ROTH

Tax Issues and Planning Using Roth IRAs (online download only)

2

Taxes

RRIH

Revenue Recogniton Is Hot -- Dont Get Burned! Basics of Revenue Recognition

4

Accounting

RTSC

Surgent McCoy's Guide to Designing and Administering the New Roth 401(k), Traditional 401(k), SIMPLE, and Cafeteria Plans

12

Taxes

S112

Implementing SAS No. 112: A Practical Guide to Communicating and Reporting Internal Control Problems in Closely-Held Companies (online download only)

2

Auditing

SASU

SAS No. 99 Update: What We Have Learned About Fraud, and How It Should Affect the Audit (online download only)

2

Auditing

SBRP

Small Business Retirement Plan Review: New Roth 401(k)s, Keoghs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs

12

Taxes

SCEP

Selected Critical Issues for the Estate Planner

16

Taxes

SCSA

Supervising and Coaching Staff in a Changing Audit Profession (online download only)

2

Business Management & Organization

SCUS

Saving for College Using Coverdell Educational Savings Accounts and 529 Plans (online download only)

2

Taxes

SGFO

Surgent McCoy's 2008 Guide to Compilation, Review, and the Cash and Tax Basis of Accounting

12

Accounting

SGTR

Surgent McCoy's Guide to Tax Research: Doing it Smarter, Better, and Faster

8

Taxes

SIFM

Tax Aspects of Splitting Income with Family Members to Reduce Taxes (online download only)

2

Taxes

SITS

Surgent McCoy's Individual Income Tax School

16

Taxes

SOPU

Sarbanes Oxley PCAOB Update: A Guide to AS No 5 , Internal Control, and Other Recently Enacted Standards (online download only)

2

Auditing

SOXL

The Sarbanes-Oxley Act and Corporate Goverance

4

Auditing

SSRB

Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now

8

Taxes

STFB

Statutory Fringe Benefits from A to Z (online download only)

2

Taxes

STRI

Surgent McCoy's Advanced Individual Income Tax Return Issues

12

Taxes

STTT

Surgent McCoy's 2008 Top Tax Topics

8

Taxes

TADI

Tax Aspects of Distributions from an IRA (online download only)

2

Taxes

TAHC

Tax Aspects of Health Benefits for Employers and the Self-Employed (online download only)

2

Taxes

TAIC

Surgent McCoy's Practical Guide to Better Substantive Testing and Auditing of Internal Controls

8

Auditing

TASR

Tax Aspects of Purchase and Sale of a Principal Residence (online download only)

2

Taxes

TBCE

Tax Benefits for College Education (online download only)

2

Taxes

TCTW

The Complete Trust Workshop

20

Taxes

TDAP

Surgent McCoy's Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions from Acquisition to Exchange or Disposition

8

Taxes

TIPA

Tax Issues and Planning for Post-Retirement Distributions from Qualified Plans and IRAs (online download only)

2

Taxes

TIPB

Tax Issues and Planning for Pre-Retirement Distributions from Qualified Plans and IRAs (online download only)

2

Taxes

TPFA

Tax Leverage and Tax-Planning Financial Applications (online download only)(available soon)

2

Taxes (1), Finance (1)