Self-study
INDIVIDUAL TAX 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

 

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

CGFP

Surgent McCoy's Complete Guide to Personal Financial Planning

10

Taxes (5), Administrative Practice (5)

DTTP

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

8

Taxes

GBPR

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

2

Taxes

GSFP

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

2

Finance

IAMT

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

2

Taxes

IEFP

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

12

Taxes

INBB

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

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

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)

PITR

Preparing Individual Tax Returns for New Staff and Para-Professionals

8

Taxes

PRVH

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

8

Taxes

SCUS

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

2

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

STRI

Surgent McCoy's Advanced Individual Income Tax Return Issues

12

Taxes

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

TPFA

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

2

Taxes (1), Finance (1)

TSSG

Surgent McCoy's 1040 Tax Season Survival Guide

10

Taxes

TXDE

Surgent McCoy's Guide to Tax-Deferred Exchanges (online download only)

2

Taxes


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