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

2009 Review of Form 709 -- Gift Tax Return

2

Taxes

AAIM

A Practical Approach to Asset Impairment and Retirement Accounting

2

Accounting

ACCC

Accounting Challenges in the Current Economic Climate - New!

4

Accounting

ACHC

Risk-Based Auditing and Closely-Held Companies: Key Lessons We Have Learned - New!

2

Auditing

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

ADED

Avoiding Audit Documentation and Engagement Wrap-Up Deficiencies - New!

2

Auditing

ADPF

A Fraud Update for 2009: New Approaches to Detecting and Preventing Fraud

2

Auditing

AFIT

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

8

Taxes

AGFM

The Accountant's Guide to Financial Management - New!

20

Finance

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

2

Auditing

ARR4

The American Recovery and Reinvestment Act of 2009 - New!

4

Taxes

ARRC

Surgent McCoy's Practical Guide to Advanced Revenue Recognition Concepts

4

Accounting

ASBU

What's Happening at the Auditing Standards Board? An Update for 2009 - New!

2

Auditing

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

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

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

BPPC

Modern Budgeting for Profit Planning and Control - New!

12

Finance

BTBB

The Top 50 Business Tax Mistakes Practitioners Make 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 2009: What's Happening, and What's in the Pipeline

2

Accounting

CCCB

Fraud: Catching the Crooks Who Cook the Books

10

Auditing

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 2009

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

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

CONV

Conversions, Recharacterizations, and Related Planning Issues Under the Pending Tax Law Changes - New!

2

Taxes

CRFS

Compilation and Review of Personal Financial Statements: What the CPA Needs to Know - New!

2

Accounting

CRPD

Everything You Need to Know About Retirement Plan Distributions

10

Taxes

CTBA

OCBOA: A Guide to Cash and Tax Basis Accounting

2

Accounting

CTSS

Calculating Tax Basis for a Subchapter S Corporation

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)

DRTA

Designated Roth or Traditional Account in Your 401(k): Which Is Better -- When and Why? - New!

2

Taxes

DTTP

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

8

Taxes

EABD

Economic Analysis for Business and Strategic Decisions - New!

12

Economics

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

EDIC

Properly Evaluating the Design and Operating Effectiveness of Internal Controls - New!

2

Auditing

EFFR

Ethics and the Attest Function and Fraudulent Financial Reporting

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

2

Accounting

EMAP

Engagement Management in a Changing Audit Profession

2

Business Management & Organization

EMCR

Establishing & Maintaining Client Relationships in a Changing Audit Profession

2

Business Management & Organization

EMIS

Ethics for Mississippi

4

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 2009 Update on Ethical Responsibilities in Tax Practice, Outsourcing, and Independence

2

Regulatory Ethics

EPBB

The Top 50 Mistakes Practitioners Make 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

2

Regulatory Ethics

ERTI

Employment and Retirement Tax Issues for Members of an LLC

2

Taxes

ESDP

New Depreciation Rules Under the American Recovery and Reinvestment Act of 2009

2

Taxes

ESLI

Estate and Business-Succession Planning Using Life Insurance

10

Taxes

ESTT

Generation-Skipping Transfer Tax: Understanding the Issue for Larger Estates - New!

2

Taxes

ETEX

Ethics for Texas

4

Regulatory Ethics

ETX1

Ethical Considerations in Your Tax Practice: Part 1

2

Regulatory Ethics

ETX2

Ethical Considerations in Your Tax Practice: Part 2

2

Regulatory Ethics

EWAS

Ethics for Washington

4

Regulatory Ethics

F982

New Form 982: How to Report Discharge of Indebtedness - New!

2

Taxes

FAS2

Accounting Standards Update for 2009: What Is Happening at the FASB

2

Accounting

FASB

Surgent McCoy's 2009 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

2

Taxes

FLLC

Tax Issues in Formation of the Limited Liability Company

2

Taxes

FLPD

Family Limited Partnerships: Creating Discounts as an Estate-Planning Tool - New!

2

Taxes

FSS8

Independent Contractor vs. Employee Status: Using Form SS-8 to Find the Answer - New!

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

2

Marketing (1), Management Advisory Services (1)

GBPR

Government, Business, and Personal Retirement Plans, Strategies, and Taxes in a Nutshell

2

Taxes

GIBB

The Top 50 Mistakes Practitioners Make in Nonprofit Taxation and Governance Issues and How to Fix Them - New!

8

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

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

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)

HETD

High-Impact Engagement Team Discussions to Identify and Evaluate Risk of Material Misstatement - New!

2

Auditing

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

2

Taxes

IACS

Independence and Controllership Services

2

Accounting

IAMT

Surgent McCoy's Guide to Individual AMT: Planning Issues and Pitfalls

2

Taxes

ICEC

Accounting Issues in the Current Economic Climate - New!

2

Accounting

ICFD

Internal Control and Fraud Detection

8

Auditing

IDIC

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

8

Specialized Knowledge & Applications

IEDC

Properly Identifying, Evaluating and Documenting Results of Presumed Risk Assessment Audit Procedures - New!

2

Auditing

IEFP

The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2009

12

Taxes

IFIN

Implementing Fin #46R: A Practical, Five-Step Approach to SPEs and VIEs

2

Accounting

IIOC

Important Independence and Objectivity Considerations for Attest Service Providers - New!

2

Auditing

ILLC

Introduction to the Limited Liability Company

2

Taxes

INBB

The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning

8

Taxes

INON

IFRS for Nonissuers: What in the World Is Happening? - New!

4

Auditing

INTC

Internal Control: A Practical Approach to Preventing Misstatements in Closely-Held Companies

2

Auditing

IPSC

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

8

Taxes

IRPC

Investment and Retirement Planning in Times of Economic Crisis and Political and Tax-Law Change - New!

2

Taxes

ISEE

Introduction to S Corporations - Eligibility and Elections

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

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

2

Taxes

IVMU

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

8

Taxes (4), Accounting (4)

LARA

Linking Audit Risk Assessments to an Effective and Efficient Detailed Audit Plan - New!

2

Auditing

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

2

Taxes (1), Finance (1)

LIF2

What Every CPA Needs to Know to Help Clients Determine Their Family and Business Life Insurance Needs

2

Taxes (1), Finance (1)

LIF3

The CPA's Complete Guide to Evaluating and Comparing Life Insurance Policies

2

Taxes (1), Finance (1)

LIF4

What Every CPA Needs to Know About Life Insurance in Retirement Planning

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

2

Taxes (1), Finance (1)

LITP

Using Life Insurance Trusts in Estate Planning

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

2

Taxes

MBAD

MBA in a Day!

12

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

MCRE

Mastering the Standards Related to Compilation and Review Engagements - New!

2

Auditing

MERG

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

8

Taxes

MFEP

Mastering the Fundamentals of Estate Planning

10

Taxes

MICF

Managing and Improving Your Cash Flow - New!

10

Management Advisory Services

NABB

The Top 50 Nonpublic Audit Mistakes Practitioners Make 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

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

2

Taxes (1), Finance (1)

PCTR

Preparing C Corporation Tax Returns for New Staff and Para-Professionals

10

Taxes

PDEV

Professional Developments Update for 2009 -- Recent Events in the Business World and Their Effect on the Accounting Profession

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

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

2

Business Management & Organization

QCTL

Quality Control in the CPA Firm: Recent Developments

2

Auditing

REBB

The Top 50 Tax Mistakes Practitioners Make 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

2

Taxes

RISK

Risk Based Auditing: A Practical Approach to SAS 104 thru SAS 111

2

Auditing

RMM1

Retirement Money Management 1 -- Process and Concepts

2

Taxes (1), Finance (1)

RMM2

Retirement Money Management 2 -- Building the Nest Egg

2

Taxes (1), Finance (1)

RMM3

Retirement Money Management 3 -- Making It Last

2

Taxes (1), Finance (1)

ROTH

Tax Issues and Planning Using Roth IRAs

2

Taxes

RRAC

Robust and Thoughtful Required Auditor Communications - New!

2

Auditing

RREC

Revenue Recognition: Where We Are, and Where We Are Headed - New!

2

Accounting

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

2

Auditing

SAR1

SSARS Review Part 1: An Update on Current Compilation and Review Standards - New!

2

Accounting

SAR2

SSARS Review Part 2: Current Practice Issues in Compilation and Review - New!

2

Accounting

SASU

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

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

2

Auditing

SCUS

Saving for College Using Coverdell Educational Savings Accounts and 529 Plans

2

Taxes

SFEM

Self-Employment Tax: Practical Issues Facing Partnerships and LLCs - New!

2

Taxes

SGFO

Surgent McCoy's 2009 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

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

2

Auditing

SOXL

The Sarbanes-Oxley Act and Corporate Governance

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

2

Taxes

STRI

Surgent McCoy's Advanced Individual Income Tax Return Issues

12

Taxes

STSS

When to Start Taking Social Security Benefits - New!

2

Taxes

STTT

Surgent McCoy's 2009 Top Tax Topics

8

Taxes

TADI

Tax Aspects of Distributions from an IRA

2

Taxes

TAHC

Tax Aspects of Health Benefits for Employers and the Self-Employed

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

2

Taxes

TBCE

Tax Benefits for College Education

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

2

Taxes

TIPB

Tax Issues and Planning for Pre-Retirement Distributions from Qualified Plans and IRAs

2

Taxes

TMAL

Tax Malpractice: Understanding Your Risk and Protecting Yourself and Your Firm - New!

8

Taxes

TPFA

Tax Leverage and Tax-Planning Financial Applications

2

Taxes (1), Finance (1)

TPOS

Tax Positions: An Integrated Approach to Ethical, Independence, and Financial Reporting Issues

2

Accounting

TPSP

Understanding the Tax Aspects of Profit Sharing Plans

2

Taxes

TSSG

Surgent McCoy's 1040 Tax Season Survival Guide

10

Taxes

TXDE

Surgent McCoy's Guide to Tax-Deferred Exchanges

2

Taxes

UAET

Understanding Accounting Issues for Estates and Trusts: Meeting Your Accounting and Auditing CPE Requirements

8

Accounting

UDET

Using Disclaimers as an Estate-Planning Tool - New!

2

Taxes

UDTI

Using and Disclosing Client Tax Return Information: New Rules You Need to Know Now - New!

2

Taxes

UFVA

Understanding Fair Value Accounting: A Practical Approach to Statement No. 157 and Its Impact on Financial Reporting

2

Accounting

UMDR

Tax Issues and Planning Under the Uniform Minimum Distribution Rules

2

Taxes

UNRI

Understanding Traditional IRAs

2

Taxes

UTAS

Understanding the Tax Aspects of SIMPLE IRAs

2

Taxes

WFRH

Toward Global Financial Reporting: Where Is the FASB Headed?

2

Accounting

WINI

What Do I Need to Know Now About IFRS? The Current State of Play - New!

2

Accounting


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