Live Seminar
CERTIFIED SPECIALIST IN ESTATE PLANNING® (CSEP) COURSES

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

Core Courses:

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

1041

Fiduciary Income Tax Returns – Form 1041 Workshop

8

Taxes

GATE

A Complete Guide to the Administration of Trusts and Estates

8

Taxes

GIFT

Federal Estate and Gift Tax Returns – Forms 706 and 709 Workshop

8

Taxes

MFEP

Mastering the Fundamentals of Estate Planning

8

Taxes

TCTW

The Complete Trust Workshop

8

Taxes

Note: A sixth course, Post-Mortem Estate Planning - PMEP, is available as a self-study course only.

Elective Courses:

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

AP41

Advanced Form 1041 Practice Workshop

8

Taxes

BEUC

The Best Estate-Planning Update Course by Surgent McCoy CPE

8

Taxes

SCEP Selected Critical Issues for the Estate Planner

8

Taxes

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