alert_checkout
Client alert shopping cart


Surgent McCoy Client Alerts

Welcome to Client Alerts, a new series of hard-hitting but easy to understand articles on a variety of tax topics, designed for your clients and business associates. They provide a low-cost but very effective way to stay in contact with your clients throughout the year and generate a direct response from them, thereby producing additional revenue for your firm.

For complete details, click the links below.






Order Now!

Combination Package -
10 Business Tax and 10 Individual Tax Topics



Business Tax Subscription -- 10 Topics (see titles below)


Business Tax Client Alerts
(click "add to cart" next to the title to order any of the following,
or click any course title to view a visual representation).

1. New Crackdown on Employment Taxes by the IRS and States on Businesses
2. Businesses Beware: Surrounding States Want Their Share of Your Tax Dollars
3. Spring Cleaning Rules for Your Business Records
4. Getting the Best Tax Write-Off for Your Business Equipment in 2008
5. Hiring Your Children to Work in Your Business Can Be the Best Tax Move
6. Don’t Lose Out On Deducting the Costs of a Business Automobile
7. Hiring Your Spouse to Work Part-Time in the Family-Owned Business
8. Guidelines for Deducting Travel, Meals, and Entertainment
9. Business Fringe Benefit Checklist: Have You Considered All of Your Options?
10. Business Owners: Combining Vacations with Business Travel to Get the Best Tax Deal


Individual Tax Subscription -- 10 Topics (see titles below)


Individual Tax Client Alerts
(click "add to cart" next to the title to order any of the following,
or click any course title to view a visual representation).

1. Declining Interest Rates and a Falling Stock Market Can Offer Tax Advantages
2. High-Income Taxpayers Face a Significantly Increased Chance of an IRS Audit. How Can You Reduce Your Risk?
3. Helping Your Children or Grandchildren to Buy a House
4. Maximizing Your Retirement Contributions in 2008
5. Converting Your Traditional IRA to a Roth IRA: New Planning Opportunities
6. The Best Way to Save for College: Setting Up A §529 Plan
7. The Smartest Tax Planning Moves for the Middle-Income Taxpayer
8. When Is It Best to Claim Your Social Security?
9. Charitable Contributions: Proper Documentation Can Smooth the Way
10. Do You Have Enough Life Insurance? Most People Don’t


Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com