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Surgent McCoy Home Page

ALL COURSES

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

ACRONYM COURSE TITLE CREDITS FIELD OF STUDY
1041 Fiduciary Income Tax Returns - Form 1041 Workshop 16 Taxes
709R 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
ACCC Accounting Challenges in the Current Economic Climate 4 Accounting
ACEP Advanced Concepts in Estate Planning 8 Taxes
ACHC Risk-Based Auditing and Closely Held Companies: Key Lessons We Have Learned (online download only) 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 (online download only) 2 Auditing
ADPF A Fraud Update: New Approaches to Detecting and Preventing Fraud (online download only) 2 Auditing
ADTS Advanced Tax Structures: Using Tiered Partnerships, Multiple Corporations, Series LLCs, and Disregarded Entities 8 Taxes
AGFM The Accountant's Guide to Financial Management 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 (online download only) 2 Auditing
ARRC Practical Revenue Recognition Concepts -- Incorporating New GAAP Codification 4 Accounting
ASBU What's Happening at the Auditing Standards Board? An Update (online download only) 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)
ATKN The Essential Audit Toolkit: Best Practices for Smaller Entities 8 Auditing
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
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 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
CAFP A Guide to Cafeteria Plans 2 Taxes
CARU Compilation and Review Update for 2011: What's Happening, and What's in the Pipeline (online download only) 2 Accounting
CBES Choosing the Best Entity Structure Under the New Tax Law in 2011 8 Taxes
CCCB Fraud: Catching the Crooks Who Cook the Books 10 Auditing
CDAA Current Developments in Accounting, Auditing, and the Accounting Profession: An Overview for 2011 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 New Tax Rules (online download only) 2 Taxes
CRFS Compilation and Review of Personal Financial Statements: What the CPA Needs to Know (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)
DRTA Designated Roth or Traditional Account in Your 401(k): Which Is Better -- When and Why? (online download only) 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 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
ECON Employee Contributions: SIMPLEs, SEPs, and 401(k) Plans 2 Taxes
EDIC Properly Evaluating the Design and Operating Effectiveness of Internal Controls (online download only) 2 Auditing
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 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 2011 Update on Ethical Responsibilities in Tax Practice, Outsourcing, and Independence (online download only) 2 Regulatory Ethics
EPBA Elective Partnership Basis Adjustments 2 Taxes
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 (online download only) 2 Regulatory Ethics
ERAW Effectively and Efficiently Reviewing Audit Workpapers: The Line of Defense Against Deficient Audits 8 Auditing
ERTI Employment and Retirement Tax Issues for Members of an LLC (online download only) 2 Taxes
ESDP New Depreciation Rules Under Recent Legislation (online download only) 2 Taxes
ESLI Estate and Business-Succession Planning Using Life Insurance 10 Taxes
ESTT Generation-Skipping Transfer Tax: Understanding the Issues for Larger Estates (online download only) 2 Taxes
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
EXEP Exploring the New 2011 Estate Planning Tax Law Changes 2 Taxes
EXIB Hot IRS Tax Examination Issues for Individuals and Businesses 8 Taxes
F982 New Form 982: How to Report Discharge of Indebtedness (online download only) 2 Taxes
F990 The Complete Guide to Understanding Challenging Nonprofit Tax and Form 990 Issues 8 Taxes
FACT Comprehensive Accounting Issues of Estates and Trusts: Fiduciary Accounting and Tax Issues 8 Accounting
FAS2 Accounting Standards Update for 2011: What Is Happening at the FASB (online download only) 2 Accounting
FASB Surgent McCoy's 2011 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
FLPD Family Limited Partnerships: Creating Discounts as an Estate Planning Tool (online download only) 2 Taxes
FSS8 Independent Contractor vs. Employee Status: Using Form SS-8 to Find the Answer (online download only) 2 Taxes
FVAG Fair Value Accounting: A Practical Guide (online download only) 2 Accounting
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
GIBB The Top 50 Mistakes Practitioners Make in Nonprofit Taxation and Governance Issues and How to Fix Them 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 (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 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 (online download only) 2 Auditing
HMBI Surgent McCoy's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships 8 Taxes
HOVH Tax Aspects of Home Offices and Vacation Homes 2 Taxes
HSEO How to Settle an Estate - An Overview (online download only) 2 Taxes
IACS Independence and Controllership Services (online download only) 2 Accounting
IAFR The IFRS Approach to Financial Reporting (online download only) 2 Accounting
IAMT Surgent McCoy's Guide to Individual AMT: Planning Issues and Pitfalls (online download only) 2 Taxes
ICEC Accounting Issues in the Current Economic Climate (online download only) 2 Accounting
ICFD Internal Control and Fraud Detection 8 Auditing
ICHC IFRS Closely-Held Companies (online download only) 2 Accounting
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 (online download only) 2 Auditing
IEFP The Best Income-Tax, Estate-Tax, and Financial-Planning Ideas of 2011 12 Taxes
IGPC IFRS GAAP Convergence (online download only) 2 Accounting
IIOC Important Independence and Objectivity Considerations for Attest Service Providers (online download only) 2 Auditing
ILLC Introduction to the Limited Liability Company (online download only) 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? 4 Auditing
INTC Internal Control: A Practical Approach to Preventing Misstatements in Closely Held Companies (online download only) 2 Auditing
IOVR IFRS Overview (online download only) 2 Accounting
IPSC Surgent McCoy's Guide to Understanding the Key Issues in Preparing S Corporation Tax Returns 8 Taxes
IRPC Investment and Retirement Planning in Times of Economic Crisis and Political and Tax-Law Change (online download only) 2 Taxes
IRSM The Top 50 Mistakes Practitioners Make and How to Fix Them: Dealing with the Internal Revenue Service 8 Taxes
ISBG IFRS for Smaller Entities vs. U.S. GAAP: A Study in How the Financial Statements Look and Feel Different 8 Accounting
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
ITEB Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries 8 Taxes
ITIO International Tax Issues for Individuals -- Going Overseas and Coming to the United States 10 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)
IWAR Strategies and Tactics in the New War Against Higher Individual Taxes 12 Taxes
LARA Linking Audit Risk Assessments to an Effective and Efficient Detailed Audit Plan (online download only) 2 Auditing
LCCC Surgent McCoy's Case Studies in the Life Cycle of a Closely-Held C 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) 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) 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
LWRK LLC Practitioner's Workshop: A Case Studies Approach 8 Taxes
MACC Tax Methods of Accounting: Choices and Changes 2 Taxes
MBAD MBA in a Day! 12 Finance (6), Marketing (4), Economics (2)
MCRE Mastering the Standards Related to Compilation and Review Engagements (online download only) 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 10 Management Advisory Services
NABB The Top 50 Nonpublic Audit Mistakes Practitioners Make and How to Fix Them 8 Auditing
NLEP What You Need to Do Now in Estate Planning Under the New Tax Law 8 Taxes
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 C Corporation Tax Returns for New Staff and Para-Professionals 10 Taxes
PDEV Professional Developments Update for 2011 -- 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 (online download only) 2 Taxes
PRVH Critical Tax Planning Strategies and Issues in Owning a Principal Residence or Vacation Home 8 Taxes
PWFI Preparing for the Coming Wave of Accounting Standards: Financial Instruments, Debt & Equity Accounting, and Comprehensive Income (online download only) 2 Accounting
PWLA Preparing for the Coming Wave of Accounting Standards: Where Are We Headed? (online download only) 2 Accounting
QCAP Quality Control in a Changing Audit Profession (online download only) 2 Business Management & Organization
QPPL Introduction to the Tax Aspects of Qualified Pension Plans 2 Taxes
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 (online download only) 2 Taxes
REVR Revenue Recognition: Where Are We Headed? 4 Accounting
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)
RNAS Using the FASB Accounting Standards Codification: A Roadmap for Navigating the New Organization of Accounting Standards (online download only) 2 Accounting
ROTH Tax Issues and Planning Using Roth IRAs (online download only) 2 Taxes
RRAC Robust and Thoughtful Required Auditor Communications (online download only) 2 Auditing
RRIH Revenue Recognition Basics -- Incorporating New GAAP Codification 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
SAR1 SSARS Review Part 1: An Update on Current Compilation and Review Standards (online download only) 2 Accounting
SAR2 SSARS Review Part 2: Current Practice Issues in Compilation and Review (online download only) 2 Accounting
SCSA Supervising and Coaching Staff in a Changing Audit Profession (online download only) 2 Auditing
SCUS Saving for College Using Coverdell Educational Savings Accounts and 529 Plans (online download only) 2 Taxes
SFEM Self-Employment Tax: Practical Issues Facing Partnerships and LLCs (online download only) 2 Taxes
SGFO Surgent McCoy's 2011 Guide to Compilation, Review, and the Cash and Tax Basis of Accounting 12 Accounting
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
SOXL The Sarbanes-Oxley Act and Corporate Governance 4 Auditing
SRPL New Critical Decisions in Selecting the Best Retirement Plan for Small Businesses in 2011 12 Taxes
SSRB Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now 8 Taxes
STDC Tax Aspects of Stock Options and Deferred Compensation 2 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
STSS When to Start Taking Social Security Benefits (online download only) 2 Taxes
STTT Surgent McCoy's 2011 Top Tax Topics 8 Taxes
SWRK S Corporation Practitioner's Workshop: A Case Studies Approach 8 Taxes
TADI Tax Aspects of Distributions from an IRA (online download only) 2 Taxes
TAEB Tax Aspects of Employee Benefits 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
TAIN Tax Aspects of Intangibles 2 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
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
TER4 Advanced Tips and Tricks of Investment Tax Management to Enhance Client Wealth Accumulation and Retirement Security 4 Taxes
TIPA Tax Issues and Planning for Post-Retirement Distributions from Qualified Plans and IRAs (online download only) 2 Taxes
TIPB Getting Money from Your IRA Before Age 59 1/2 (online download only) 2 Taxes
TPFA Tax Leverage and Tax-Planning Financial Applications (online download only) 2 Taxes (1), Finance (1)
TPSP Understanding the Tax Aspects of Profit Sharing Plans (online download only) 2 Taxes
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
UDET Using Disclaimers as an Estate Planning Tool (online download only) 2 Taxes
UDTI Using and Disclosing Client Tax Return Information: New Rules You Need to Know Now (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
WFRH Toward Global Financial Reporting: Where Is the FASB Headed? (online download only) 2 Accounting
WINI What Do I Need to Know Now About IFRS? The Current State of Play (online download only) 2 Accounting
YBK4 Performing Financial Audits Under the New 2011 Yellow Book 4 Auditing (Governmental)
YBYB A Complete Guide to the New 2011 Yellow Book 8 Auditing (Governmental)