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

Self-study
ESTATE AND TRUST 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
1041	Fiduciary Income Tax Returns - Form 1041 Workshop	16	Taxes
709R	2008 Review of Form 709 -- Gift Tax Return (online download only)	2	Taxes
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
BEUC	The Best Estate-Planning Update Course by Surgent McCoy	10	Taxes
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
ESLI	Estate and Business-Succession Planning Using Life Insurance	10	Taxes
GATE	A Complete Guide to the Administration of Trusts and Estates	10	Taxes
GIFT	Federal Estate and Gift Tax Returns -- Forms 706 and 709 Workshop	16	Taxes
HSEO	How to Settle an Estate - An Overview (online download only)	2	Taxes
IEFP	The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2008	12	Taxes
ITTE	Introduction to the Income Taxation of Trusts and Estates (online download only)	2	Taxes
LITP	Using Life Insurance Trusts in Estate Planning (online download only)	2	Taxes
MFEP	Mastering the Fundamentals of Estate Planning	10	Taxes
PMEP	Post-Mortem Estate Planning: Forms 706, 1041 & 1040	12	Taxes
RETU	Understanding the Role of Executors and Trustees (online download only)	2	Taxes
SCEP	Selected Critical Issues for the Estate Planner	16	Taxes
TCTW	The Complete Trust Workshop	20	Taxes
UAET	Understanding Accounting Issues for Estates and Trusts: Meeting Your Accounting and Auditing CPE Requirements	8	Accounting

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