Surgent McCoy CPE, LLC: CPE seminars and online self-study for CPAs plus staff-level training

Self-study
PENSION, COMPENSATION, and FRINGE BENEFIT COURSES available in Online, CD, and Text Formats unless otherwise noted

Click the course acronym or title for a description of the course.

ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
CGFB	The Complete Guide to Fringe Benefits	12	Taxes
CGPT	The Complete Guide to Payroll Taxes and 1099 Issues	16	Taxes
CIRA	Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, Roth IRAs, SIMPLEs, and SEPs	20	Taxes
CRPD	Everything You Need to Know About Retirement Plan Distributions	10	Taxes
GBPR	Government, Business, and Personal Retirement Plans, Strategies, and Taxes in a Nutshell (online download only)	2	Taxes
ITGF	Industry Tax Guide to Fringe Benefits and Selected Payroll Issues	8	Taxes
ROTH	Tax Issues and Planning Using Roth IRAs (online download only)	2	Taxes
RTSC	Surgent McCoy's Guide to Designing and Administering the New Roth 401(k), Traditional 401(k), SIMPLE, and Cafeteria Plans	12	Taxes
SBRP	Small Business Retirement Plan Review: New Roth 401(k)s, Keoghs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs	12	Taxes
SSRB	Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now	8	Taxes
TADI	Tax Aspects of Distributions from an IRA (online download only)	2	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
TPSP	Understanding the Tax Aspects of Profit Sharing Plans (online download only)	2	Taxes
UMDR	Tax Issues and Planning Under the Uniform Minimum Distribution Rules (online download only)	2	Taxes
UNRI	Understanding Traditional IRAs (online download only)	2	Taxes
UTAS	Understanding the Tax Aspects of SIMPLE IRAs (online download only)	2	Taxes

Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com