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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
A133 OMB A-133 from A to Z 8 Auditing (Governmental)
AAU4 Current Issues in Accounting and Auditing: An Annual Update 4 Accounting (2) Auditing (2)
ACAU Annual Accounting and Auditing Update 8 Accounting (4) Auditing (4)
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
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
ASBC A Guide to the New ASB Clarity Project 2 Auditing
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
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
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
CAFP A Guide to Cafeteria Plans 2 Taxes
CBE4 Choosing the Best Entity Structure 4 Taxes
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
CDE4 Internal Control: Critical Concepts Related to Financial Statement Audits 4 Auditing
CDEC Internal Controls Design, Evaluation, and Communication for Smaller Entities 8 Auditing
CECP What Every Professional Should Know About Elder-Care Planning 8 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, SIMPLEs, SEPs, and Roths 20 Taxes
CLLC The Complete Guide to Partnerships and Limited Liability Companies 12 Taxes
CMCT OCBOA: Preparing and Reporting on Cash, Modified Cash and Tax Basis Financial Statements 8 Accounting
CMS4 Protecting You and Your Company from Corruption and Misappropriation Schemes 4 Auditing
CMT4 Preparing OCBOA Financial Statements: Cash, Modified Cash, and Tax Basis 4 Accounting
CRAU Compilations and Reviews: Engagement Performance and Annual Update 8 Auditing
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
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
EFLA Ethics for Florida 4 Regulatory Ethics
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
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
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
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
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
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
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)
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
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)
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
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
PCGA Preforming a Compilation: General Approach and Procedures 2 Auditing
PCTR Preparing C Corporation Tax Returns for New Staff and Para-Professionals 10 Taxes
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
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
RETU Understanding the Role of Executors and Trustees (online download only) 2 Taxes
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
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
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
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
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
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
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
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)