Click the course acronym or title for a description of the course.
New Search
| 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 |
|
|
A133 |
OMB A-133 from A to Z
|
8 |
Auditing (Governmental) |
|
|
AAFI |
WEBCAST on Financial Instrument Measurement: The Impact of Changing Standards in Industries Other than Depository and Lending (webcast)
|
2 |
Accounting |
Webcast
|
|
AAFV |
WEBCAST on Improving Common Evaluation of Fair Value Measurement and Disclosure for Non-Issuers (webcast)
|
2 |
Accounting |
Webcast
|
|
AAU4 |
Current Issues in Accounting and Auditing: An Annual Update
|
4 |
Accounting (2) Auditing (2) |
|
|
ABPI |
WEBCAST on Calculating Partner's and LLC Member's Basis, and Creating and Maintaining Basis Worksheets (webcast)
|
2 |
Taxes |
Webcast
|
|
ACAU |
Annual Accounting and Auditing Update
|
8 |
Accounting (4) Auditing (4) |
|
|
ACAW |
WEBCAST on Annual Accounting and Auditing Update (webcast)
|
8 |
Accounting (4) Auditing (4) |
Webcast
|
|
ACLP |
DVD on Advanced Concepts in LLC and Partnership Taxation
|
6 |
Taxes |
DVD
|
|
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 |
|
|
ACU4 |
Annual Accounting Update
|
4 |
Accounting |
|
|
ADED |
Avoiding Audit Documentation and Engagement Wrap-Up Deficiencies (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
|
16 |
Finance |
|
|
AICU |
AICPA Update: New and Recent SASs, SSARSs, and SQCSs
|
2 |
Accounting/Auditing |
|
|
AP41 |
Advanced Form 1041 Practice Workshop
|
12 |
Taxes |
|
|
APLW |
Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under §754 and Related Provisions
|
8 |
Taxes |
|
|
ARBR |
WEBCAST on Understanding the At-Risk Basis Rules and Form 6198 (webcast)
|
2 |
Taxes |
Webcast
|
|
ARN4 |
Accounting and Reporting for Not-for-Profits: Avoiding the Headaches and Heartaches
|
4 |
Accounting (Governmental) |
|
|
ARNP |
Accounting and Reporting for Not-for-Profits: Issues and Answers
|
8 |
Accounting (Governmental) |
|
|
ARRC |
Practical Revenue Recognition Concepts -- Incorporating New GAAP Codification
|
4 |
Accounting |
|
|
ARYB |
WEBCAST on Assessing Risk in a Yellow Book and Single Audit Environment (webcast)
|
2 |
Auditing (Governmental) |
Webcast
|
|
ASBC |
A Guide to the New ASB Clarity Project
|
2 |
Auditing |
|
|
ASCA |
WEBCAST on Properly Applying Sampling Concepts in a Compliance Audit (webcast)
|
2 |
Auditing (Governmental) |
Webcast
|
|
ASMC |
WEBCAST on Avoiding Common Audit Sampling Mistakes (webcast)
|
2 |
Auditing |
Webcast
|
|
AST1 |
Surgent McCoy's Basic Audit Staff Training -- Level I
|
12 |
Regulatory Ethics (3) and Auditing (9) |
|
|
AST2 |
Surgent McCoy's Experienced Audit Staff Training -- Level II
|
12 |
Auditing |
|
|
AST3 |
Surgent McCoy's Beginning In-Charge Training -- Level III
|
12 |
Auditing |
|
|
AST4 |
Surgent McCoy's Experienced In-Charge Training -- Level IV
|
12 |
Auditing (6), Communications (7), and Business Management & Organization (3) |
|
|
ATKN |
The Essential Audit Toolkit: Best Practices for Smaller Entities
|
8 |
Auditing |
|
|
ATRA |
DVD on The American Taxpayer Relief Act of 2012: What Tax Practitioners Need to Know Now
|
6 |
Taxes |
DVD
|
|
AUU4 |
Annual Auditing Update
|
4 |
Auditing |
|
|
AWP4 |
Critical Things to Know for an Effective and Efficient Financial Statement Audit
|
4 |
Auditing |
|
|
AWPD |
Surgent McCoy's Audit Workshop: Best Practices in Planning & Designing a High-Quality and Profitable Audit
|
8 |
Auditing |
|
|
BCP4 |
S Corporation, Partnership, and LLC Tax Update
|
4 |
Taxes |
|
|
BCPE |
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy
|
12 |
Taxes |
|
|
BFT4 |
Federal Tax Update
|
4 |
Taxes |
|
|
BFTU |
The Best Federal Tax Update Course by Surgent McCoy
|
16 |
Taxes |
|
|
BIGM |
WEBCAST on Best Ideas for Getting Money and Property out of the Flow-Through Entity (webcast)
|
2 |
Taxes |
Webcast
|
|
BIT4 |
Individual Income Tax Update
|
4 |
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 |
|
|
BTP4 |
Partnerships and LLCs: Avoiding Common Pitfalls Facing Practitioners
|
4 |
Taxes |
|
|
BTPS |
Make Money for You and Your Clients: Surgent McCoy's Top Business Tax Planning Strategies
|
16 |
Taxes |
|
|
BTS4 |
Key Partnership and S Corporation Tax Planning Strategies
|
4 |
Taxes |
|
|
BUSY |
DVD on Getting Ready for Busy Season: New Forms and New IRS Compliance Issues
|
6 |
Taxes |
DVD
|
|
CAFP |
A Guide to Cafeteria Plans
|
2 |
Taxes |
|
|
CBE4 |
Choosing the Best Entity Structure
|
4 |
Taxes |
|
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CBEC |
WEBCAST on Ten Things You Must Know About Choosing The Right Business Entity (webcast)
|
2 |
Taxes |
Webcast
|
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CBES |
Choosing the Best Entity Structure Under the Tax Law in 2012
|
8 |
Taxes |
|
|
CCCB |
Fraud: Catching the Crooks Who Cook the Books
|
10 |
Auditing |
|
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CDE4 |
Internal Control: Critical Concepts Related to Financial Statement Audits
|
4 |
Auditing |
|
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CDEC |
Internal Controls Design, Evaluation, and Communication for Smaller Entities
|
8 |
Auditing |
|
|
CECP |
What Every Professional Should Know About Elder-Care Planning
|
8 |
Taxes |
|
|
CFRR |
WEBCAST on Complying with Financial Reporting Requirements for Yellow Book and Single Audits (webcast)
|
2 |
Auditing (Governmental) |
Webcast
|
|
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 |
|
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CIPP |
What Every CPA Should Know About Life Insurance Products and Planning
|
10 |
Taxes (5), Administrative Practice (5) |
|
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CIRA |
Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, SIMPLEs, SEPs, and Roths
|
20 |
Taxes |
|
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CLLC |
The Complete Guide to Partnerships and Limited Liability Companies
|
12 |
Taxes |
|
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CMCT |
OCBOA: Preparing and Reporting on Cash, Modified Cash and Tax Basis Financial Statements
|
8 |
Accounting |
|
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CMS4 |
Protecting You and Your Company from Corruption and Misappropriation Schemes
|
4 |
Auditing |
|
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CMT4 |
Preparing OCBOA Financial Statements: Cash, Modified Cash, and Tax Basis
|
4 |
Accounting |
|
|
CPEX |
WEBCAST on Should Client Expenditures Be Capitalized or Expensed? A Guide to the New IRS Regulations (webcast)
|
2 |
Taxes |
Webcast
|
|
CRAU |
Compilations and Reviews: Engagement Performance and Annual Update
|
8 |
Auditing |
|
|
CRAW |
WEBCAST on Compilations and Reviews: Engagement Performance and Annual Update (webcast)
|
8 |
Auditing |
Webcast
|
|
CROV |
Compilation and Review Overview
|
2 |
Auditing |
|
|
CRPD |
Everything You Need to Know About Retirement Plan Distributions
|
10 |
Taxes |
|
|
CRU4 |
Compilation and Review Guide and Update
|
4 |
Auditing |
|
|
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 |
|
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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 |
|
|
EEIC |
WEBCAST on Satisfying Internal Control Responsibilities in a Yellow Book and Single Audit (webcast)
|
2 |
Auditing |
Webcast
|
|
EFLA |
Ethics for Florida
|
4 |
Regulatory Ethics |
|
|
EFTP |
WEBCAST on Ethics for Tax Professionals (webcast)
|
2 |
Taxes |
Webcast
|
|
EGEN |
General Ethics for Accountants
|
4 |
Regulatory Ethics (2), Behavioral Ethics (2) |
|
|
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 |
|
|
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 |
|
|
ERA4 |
Reviewing Financial Statement Audit Workpapers: The Most Critical Quality Control Considerations
|
4 |
Auditing |
|
|
ERAW |
Effectively and Efficiently Reviewing Audit Workpapers: The First 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 |
|
|
ETH4 |
Ethical Considerations for CPAs
|
4 |
Behavioral Ethics |
|
|
ETX1 |
General Ethics for Tax Practitioners (online download only) Formerly titled Ethical Considerations in Your Tax Practice: Part 1
|
2 |
Regulatory Ethics |
|
|
ETX2 |
Ethics of Tax Return Preparation (online download only) Formerly titled Ethical Considerations in Your Tax Practice: Part 2
|
2 |
Regulatory Ethics |
|
|
EWAS |
Ethics for Washington
|
4 |
Regulatory Ethics |
|
|
EXCH |
Microsoft® Excel® 2010: Creating and Formatting Charts
|
4 |
Specialized Knowledge & Applications |
|
|
EXEP |
Exploring Recent Estate Planning Tax Law Changes
|
2 |
Taxes |
|
|
EXFF |
Microsoft® Excel® 2010: Working with Formulas and Functions
|
6 |
Specialized Knowledge & Applications |
|
|
EXGS |
Microsoft® Excel® 2010: Getting Started with Excel 2010
|
6 |
Specialized Knowledge & Applications |
|
|
EXIB |
Hot IRS Tax Examination Issues for Individuals and Businesses
|
8 |
Taxes |
|
|
EXT4 |
Ethical Considerations in Your Tax Practice
|
4 |
Regulatory Ethics |
|
|
F982 |
New Form 982: How to Report Discharge of Indebtedness (online download only)
|
2 |
Taxes |
|
|
FACT |
Comprehensive Accounting Issues of Estates and Trusts: Fiduciary Accounting and Tax Issues
|
8 |
Accounting |
|
|
FAI4 |
Fair Value Accounting: Guidance for Practitioners and CPAs in Business & Industry
|
4 |
Accounting |
|
|
FAIR |
Fair Value Accounting: Making the Complex Issues Understandable
|
8 |
Accounting (7) Auditing (1) |
|
|
FAUR |
FASB Annual Update and Review: Critical Developments for all CPAs
|
8 |
Accounting |
|
|
FCFL |
Free Cash Flow: A Tool to Manage Your Business More Effectively
|
4 |
Management Advisory Services |
|
|
FFAR |
WEBCAST on Foreign Financial Asset Reporting, Form 8938, and FATCA (webcast)
|
2 |
Taxes |
Webcast
|
|
FFR4 |
Fraud and Financial Reporting: Don't Be the Next Victim!
|
4 |
Auditing |
|
|
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 |
|
|
FLPS |
WEBCAST on The Latest on Family Limited Partnerships (webcast)
|
2 |
Taxes |
Webcast
|
|
FSS8 |
Independent Contractor vs. Employee Status: Using Form SS-8 to Find the Answer (online download only)
|
2 |
Taxes |
|
|
FUPD |
FASB Update: New and Recent Accounting Standards Updates
|
2 |
Accounting |
|
|
FUR4 |
Annual FASB Update and Review
|
4 |
Accounting |
|
|
FVAC |
WEBCAST on Fair Value Measurement: Practical Concerns Faced by Non-Issuers (webcast)
|
2 |
Accounting (1), Auditing (1) |
Webcast
|
|
FVAO |
Fair Value Accounting Overview
|
2 |
Accounting |
|
|
GAC4 |
Latest Developments in Government and Nonprofit Accounting 2012
|
4 |
Accounting (Governmental) |
|
|
GAU4 |
Latest Developments in Government and Nonprofit Auditing 2012
|
4 |
Auditing (Governmental) |
|
|
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 |
|
|
GIFT |
Federal Estate and Gift Tax Returns -- Forms 706 and 709 Workshop
|
16 |
Taxes |
|
|
GMIN |
Surgent McCoy's Gold Mine of Great Tax Strategies for the Real Estate Investor
|
12 |
Taxes |
|
|
GNAA |
Latest Developments in Government and Nonprofit Accounting and Auditing 2012
|
8 |
Accounting (Governmental) (4) Auditing (Governmental) (4) |
|
|
GNFR |
I See It! Bringing Into Focus the New Clarified Auditing Standards
|
8 |
Auditing |
|
|
GOAM |
General Operations and Accounting Methods of an S Corporation (online download only)
|
2 |
Taxes |
|
|
GSFP |
The CPA's Guide to Successful Financial Planning Strategies and Concepts (online download only)
|
2 |
Finance |
|
|
GVAA |
Latest Developments in Governmental Accounting and Auditing 2012
|
8 |
Accounting (Governmental) (4) Auditing (Governmental) (4) |
|
|
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) |
|
|
HMB4 |
Mastering Basis Issues for S Corporations, Partnerships, and LLCs
|
4 |
Taxes |
|
|
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 |
|
|
IAMT |
Surgent McCoy's Guide to Individual AMT: Planning Issues and Pitfalls (online download only)
|
2 |
Taxes |
|
|
ICFD |
Internal Control and Fraud Detection
|
8 |
Auditing |
|
|
IDIC |
Protecting You and 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 2012
|
12 |
Taxes |
|
|
IEST |
WEBCAST on An Introduction to Trusts (webcast)
|
2 |
Taxes |
Webcast
|
|
ILLC |
Introduction to the Limited Liability Company (online download only)
|
2 |
Taxes |
|
|
INB4 |
Individual Income Tax Return Mistakes and How to Fix Them
|
4 |
Taxes |
|
|
INBB |
The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning
|
8 |
Taxes |
|
|
IOSD |
WEBCAST on Ins and Outs of Self-Directed IRAs (webcast)
|
2 |
Taxes |
Webcast
|
|
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 |
|
|
ISB4 |
IFRS for Nonissuers: What in the World Is Happening?
|
4 |
Accounting |
|
|
ISBG |
IFRS for Smaller Entities vs. U.S. GAAP: A Study in How the Financial Statements Look and Feel Different
|
8 |
Accounting |
|
|
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 |
|
|
ITSM |
WEBCAST on Individual Tax Planning Ideas that Save Clients Money (webcast)
|
2 |
Taxes |
Webcast
|
|
ITTE |
Introduction to the Income Taxation of Trusts and Estates (online download only)
|
2 |
Taxes |
|
|
IUFC |
WEBCAST on The Inherent Uncertainty of Financial Reporting: How Standards Attempt to Manage Risk (webcast)
|
2 |
Accounting |
Webcast
|
|
IVMU |
The Inventory Course -- Valuations, Methods, and Uniform Capitalization
|
8 |
Taxes (4), Accounting (4) |
|
|
IWA4 |
Key Individual Tax Planning Strategies: Reviewing the 1040 Tax Return
|
4 |
Taxes |
|
|
IWAR |
Strategies and Tactics in the New War Against Higher Individual Taxes
|
12 |
Taxes |
|
|
IWAW |
WEBCAST on Strategies and Tactics in the New War Against Higher Individual Taxes (webcast)
|
8 |
Taxes |
Webcast
|
|
LARA |
Linking Audit Risk Assessments to an Effective and Efficient Detailed Audit Plan (online download only)
|
2 |
Auditing |
|
|
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) |
|
|
LIF3 |
The CPA's Complete Guide to Evaluating and Comparing Life Insurance Policies (online download only)
|
2 |
Taxes (1), Finance (1) |
|
|
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 |
|
|
LTIL |
Liquidation and Termination Issues for LLCs (online download only)
|
2 |
Taxes |
|
|
LWRK |
LLC Practitioner's Workshop: A Case Studies Approach
|
8 |
Taxes |
|
|
MBAD |
MBA in a Day!
|
12 |
Finance (6), Marketing (4), Economics (2) |
|
|
MCEP |
DVD on What the Middle-income Client Needs to Know about Estate and Life Planning
|
6 |
Taxes |
DVD
|
|
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 and Gift Tax Planning
|
10 |
Taxes |
|
|
MICF |
Managing and Improving Your Cash Flow
|
8 |
Management Advisory Services |
|
|
MSDN |
WEBCAST on Multistate Tax: Hot New Issues in Determining Nexus (webcast)
|
2 |
Taxes |
Webcast
|
|
MSSF |
WEBCAST on Multistate Tax: New Issues in Apportionment of Income - The Sales Factor (webcast)
|
2 |
Taxes |
Webcast
|
|
NABB |
The Top 50 Nonpublic Audit Mistakes Practitioners Make and How to Fix Them
|
8 |
Auditing |
|
|
NLE4 |
Estate Planning: What to Do in 2012
|
4 |
Taxes |
|
|
NLEP |
What You Need to Do Now in Estate Planning Under the New Tax Law
|
8 |
Taxes |
|
|
NPAA |
Latest Developments in Nonprofit Accounting and Auditing 2012
|
8 |
Accounting (Governmental) (4) Auditing (Governmental) (4) |
|
|
OCBS |
OCBOA: Preparing Cash Basis Financial Statements
|
2 |
Accounting |
|
|
OHPI |
Health Savings Accounts, Long-Term Care, Nursing Homes, and Other Health Planning Issues (online download only)
|
2 |
Taxes (1), Finance (1) |
|
|
OITS |
OCBOA: Preparing Income Tax Basis Financial Statements
|
2 |
Accounting |
|
|
OOVR |
OCBOA Overview
|
2 |
Accounting |
|
|
PALC |
WEBCAST on Passive Activity Loss Rules: What the IRS Is Auditing, and What to Watch Out For (webcast)
|
2 |
Taxes |
Webcast
|
|
PALL |
WEBCAST on Understanding Passive Activity Loss Limitations and Form 8582 (webcast)
|
2 |
Taxes |
Webcast
|
|
PBRR |
DVD on What Every Tax Practitioner Needs to Know about Basis and At-risk Rules
|
6 |
Taxes |
DVD
|
|
PCGA |
Preforming a Compilation: General Approach and Procedures
|
2 |
Auditing |
|
|
PCTR |
Preparing C Corporation Tax Returns for New Staff and Para-Professionals
|
10 |
Taxes |
|
|
PFBH |
DVD on Guide to 2012 Tax Issues in Payroll, Fringe Benefits, Health Care and Employment
|
6 |
Taxes |
DVD
|
|
PITR |
Preparing Individual Tax Returns for New Staff and Para-Professionals
|
8 |
Taxes |
|
|
PLIB |
WEBCAST on Tax Planning Ideas and Strategies for Businesses and Their Owners (webcast)
|
2 |
Taxes |
Webcast
|
|
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 |
|
|
PMI4 |
Select Estate and Life Planning Issues for the Middle-Income Client
|
4 |
Taxes |
|
|
PMIC |
Estate and Life Planning Issues for the Middle-Income Client
|
8 |
Taxes |
|
|
PPES |
Protecting the Practitioner from NEW Preparer Penalties and Ethical Standards (online download only)
|
2 |
Taxes |
|
|
PPGS |
Microsoft® PowerPoint® 2010: Getting Started with PowerPoint 2010
|
6 |
Specialized Knowledge & Applications |
|
|
PRGA |
Performing a Review: General Approach and Procedures
|
2 |
Auditing |
|
|
PRVH |
Critical Tax Planning Strategies and Issues in Owning a Principal Residence or Vacation Home
|
8 |
Taxes |
|
|
PTOV |
WEBCAST on Payroll Tax Overview (webcast)
|
2 |
Taxes |
Webcast
|
|
RETU |
Understanding the Role of Executors and Trustees (online download only)
|
2 |
Taxes |
|
|
REXC |
WEBCAST on Reducing Your Business Owner Clients' Exposure to Social Security and Self-Employment Taxes (webcast)
|
2 |
Taxes |
Webcast
|
|
RFDC |
WEBCAST on Formation, Distributions, and Compensation of S Corporations and Partnerships (webcast)
|
2 |
Taxes |
Webcast
|
|
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) |
|
|
ROTH |
Tax Issues and Planning Using Roth IRAs (online download only)
|
2 |
Taxes |
|
|
RPTC |
WEBCAST on Related Party Transactions: Key Tax Issues, and What to Watch Out For (webcast)
|
2 |
Taxes |
Webcast
|
|
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 |
|
|
RUSA |
Reading, Understanding, and Structuring LLC and Partnership Agreements from a CPA's Perspective
|
8 |
Taxes |
|
|
RWFR |
Real-World Fraud: War Stories from the Front Lines
|
8 |
Auditing |
|
|
S754 |
WEBCAST on Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (webcast)
|
2 |
Taxes |
Webcast
|
|
SCTA |
WEBCAST on Schedule C Taxpayers: New IRS Audit Targets -- What You Need to Know (webcast)
|
2 |
Taxes |
Webcast
|
|
SCUS |
Saving for College Using Coverdell Educational Savings Accounts and 529 Plans (online download only)
|
2 |
Taxes |
|
|
SEAZ |
How to Settle an Estate for a Client from A to Z
|
10 |
Taxes |
|
|
SEPL |
WEBCAST on Self-Employment Tax: Practical Issues Facing Partnerships and LLCs (webcast)
|
2 |
Taxes |
Webcast
|
|
SFEM |
Self-Employment Tax: Practical Issues Facing Partnerships and LLCs (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 |
|
|
SORF |
Service Organization Reporting Frameworks: Life After SAS 70
|
8 |
Auditing |
|
|
SOXL |
The Sarbanes-Oxley Act and Corporate Governance
|
4 |
Auditing |
|
|
SRPL |
New Critical Decisions in Selecting the Best Retirement Plan for Small Businesses in 2012
|
12 |
Taxes |
|
|
SSPC |
WEBCAST on Strategies and Planning for Maximizing Social Security Benefits (webcast)
|
2 |
Taxes |
Webcast
|
|
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 2012 Top Tax Topics
|
8 |
Taxes |
|
|
SUBC |
WEBCAST on Hot Audit Issues: Substantiation for Cars, Meals, Entertainment, and Gifts (webcast)
|
2 |
Taxes |
Webcast
|
|
SWRK |
S Corporation Practitioner's Workshop: A Case Studies Approach
|
8 |
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 |
|
|
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
|
16 |
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 |
|
|
TERS |
Advanced Tips and Tricks of Investment Tax Management to Enhance Client Wealth Accumulation and Retirement Security
|
8 |
Taxes |
|
|
TIPB |
Getting Money from Your IRA (or Retirement Plan) Before Age 59 ½ (online download only)
|
2 |
Taxes |
|
|
TSSG |
Surgent McCoy's 1040 Tax Season Survival Guide
|
10 |
Taxes |
|
|
TUSM |
DVD on Tax Update for Small and Medium-sized Businesses and Their Owners
|
6 |
Taxes |
DVD
|
|
TXUN |
DVD on Individual Tax Update
|
6 |
Taxes |
DVD
|
|
UDTI |
Using and Disclosing Client Tax Return Information: New Rules You Need to Know Now (online download only)
|
2 |
Taxes |
|
|
UNRI |
Understanding Traditional IRAs (online download only)
|
2 |
Taxes |
|
|
WDGS |
Microsoft® Word® 2010: Getting Started with Word 2010
|
6 |
Specialized Knowledge & Applications |
|
|
WHTT |
DVD on What Happened in the Tax World While You Were Tied Up with Busy Season?
|
6 |
Taxes |
DVD
|
|
WRSA |
DVD on Building the Strongest Position for Withstanding an IRS Audit
|
6 |
Taxes |
DVD
|
|
WSCB |
WEBCAST on Calculating S Corporation Stock Basis, and Creating and Maintaining Basis Worksheets (webcast)
|
2 |
Taxes |
Webcast
|
|
YBAR |
WEBCAST on How Yellow Book and Single Audit Requirements Alter Financial Statement Auditor's Responsibilities (webcast)
|
2 |
Auditing |
Webcast
|
|
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) |
|
|
YEPB |
DVD on Getting the Jump on Year-end Tax-planning Ideas for Small and Medium-sized Businesses
|
6 |
Taxes |
DVD
|
|
YETP |
DVD on Getting the Jump on Year-end Tax-planning Ideas for Individuals
|
6 |
Taxes |
DVD
|
* Applicable on all individual self-study courses. Packages, live webinars, and non-CPE products are excluded.