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My Self-Study

To download a self-study course or take a CPE exam, please enter the serial number below.

The serial number consists of 17 letters/numbers and 4 dashes and can be found in your order confirmation email and in your hard copy materials, if applicable. Please enter the serial number exactly as it appears (for example: LIBR-ABCD-553X-DCB6-5).

Please enter your serial number:  

Download Course Material or Take/Print Final Exam



Download Course Material


Download PDF



To access the course material, please click on the link above to print or save the file.

Navigating Through a File: For text material, you will see thumbnails listed on the left side of the screen, and the course material on the right. To navigate directly to any item in the course material, click the corresponding thumbnail. To hide the thumbnails, click the "collapse" button in the left pane.

Key Word Search: To find a specific word or phrase in the PDF file, click “edit” on the toolbar, and then choose “find.” Enter your word or phrase in the search box, and then click “next.”

Learning Questions: For CPE courses, learning questions are included to assist in the learning process. Each question includes feedback for each possible answer. Although it is not required that these questions be completed to earn CPE credit, it is highly recommended that they be reviewed. If a question is answered incorrectly, it is also recommended that the applicable section of the course be reviewed.

Glossary: a glossary of key terms can be found at the end of the course material.

Label



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Name of Participant: Label
Course Title: Label
Completion Date: Label
   
Total CPE Credits Awarded: Label
Field of Study: Label
New York Field of Study: Label
Delivery Method: Label
PA: Interactive Self-Study

Course Sponsor

     Surgent McCoy CPE, LLC
     237 Lancaster Ave., Devon PA 19333
     610-688-4477 (phone)
     610-688-3977 (fax)

Surgent McCoy Sponsor Numbers

     QAS - 003
     New York - 000618
     Texas - 9314
     
     
     NASBA's National Registry of CPE Sponsors - ID 103212


Please Note: In accordance with the standards of the National Registry of CPE Sponsors and the
Quality Assurance Service programs and the standards set forth in Circular 230 section 10.6, CPE
and CE credit has been granted based on a 50-minute hour.

John M. Surgent, CPA
Managing Member



Watch Webcast Now


Watch Webcast


Please print this page for your reference, and then click the link below to access your webcast.


NAVIGATING THROUGH THE WEBCAST:

Use the sliding bar at the bottom of the slides to navigate forward or back through the webcast.


ADDITIONAL USER INSTRUCTIONS:

Learning questions can be found in your written materials to assist in the learning process. Each question includes feedback for each possible answer. Although it is not required that these questions be completed to earn CPE credit, it is highly recommended that they be reviewed. If a question is answered incorrectly, it is also recommended that the applicable section of the course be reviewed.

CPE credit for a course is earned by passing the related final exam with a score of 70% or better.


Download Webinar Course Material


Download PDF LinkButton



To access the course material, please print this page and follow these instructions.


"Save As" or "Save Page As" from the File menu. Then, choose a destination and name for your file. Printing a File: Click the "Print" icon on the Acrobat Reader toolbar, or choose "Print" from the File menu. Navigating Through a File: For text material, you will see thumbnails listed on the left side of the screen, and the course material on the right. To navigate directly to any item in the course material, click the corresponding thumbnail. To hide the thumbnails, click the "collapse" button in the left pane. Learning Questions: For CPE courses, learning questions are included to assist in the learning process. Each question includes feedback for each possible answer. Although it is not required that these questions be completed to earn CPE credit, it is highly recommended that they be reviewed. If a question is answered incorrectly, it is also recommended that the applicable section of the course be reviewed.

Access your Package: Label

Below is a list of all courses available on your self-study package. Please click "select" to choose a course. You will then be able to choose to download the material or take the exam.





Name of Participant: Label
Course Title: Label
Completion Date: Label
   
Total CPE Credits Awarded: Label
Field of Study: Label
New York Field of Study: Label
Delivery Method: Label
PA: Interactive Self-Study

Course Sponsor

     Surgent McCoy CPE, LLC
     237 Lancaster Ave., Devon PA 19333
     610-688-4477 (phone)
     610-688-3977 (fax)

Surgent McCoy Sponsor Numbers

     QAS - 003
     New York - 000618
     Texas - 9314
     
     
     NASBA's National Registry of CPE Sponsors - ID 103212


Please Note: In accordance with the standards of the National Registry of CPE Sponsors and the
Quality Assurance Service programs and the standards set forth in Circular 230 section 10.6, CPE
and CE credit has been granted based on a 50-minute hour.

John M. Surgent, CPA
Managing Member



Select Course Version

Please select a course version from below.

Select Course Version

Please enter personal information and select a course version from below.

First Name:
Last Name:
Email:  
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IRS-approved courses are applicable for EAs and non-credentialed tax preparers, including the AFSP Record of Completion. Although these courses are also approved for CPE for CPAs, CPAs are not restricted to these courses.

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