Surgent McCoy CPE, LLC: CPE seminars and online self-study for CPAs plus staff-level training

Bulk Licensing Option

This option was created for large firms, with 100+ members to train, for any of our courses found in the index below. Clients may lease course materials for up to one full year, with unlimited use, for a one-time flat fee. The course materials would be emailed in a PDF format so the firm could then print the desired number of books. Please note that the firm is responsible for providing CPE sponsorship for this program.

For inquiries or to place an order, please contact the business development team:
Katie Surgent surgentk@cpenow.com 610-994-9609 or
Dawn VanDerWende vanderwended@cpenow.com or 610-994-9625.

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

ACRONYM	COURSE TITLE	CREDIT HOURS
1041	Fiduciary Income Tax Returns - Form 1041 Workshop	8
ACEP	Advanced Concepts in Estate Planning - New!	8
ACTL	Surgent McCoy's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships	8
ACTS	Surgent McCoy's Advanced Critical Tax Issues for S Corporations	8
AFIT	Advanced Federal Income Taxation of Estates, Trusts, and Beneficiaries and Advanced 1041 Return Preparation Issues	8
AP41	Advanced Form 1041 Practice Workshop	8
APLW	Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under §754 and Related Provisions	8
AST1	Surgent McCoy's Basic Audit Staff Training -- Level I	16
AST2	Surgent McCoy's Experienced Audit Staff Training -- Level II	16
AST3	Surgent McCoy's Beginning In-Charge Training -- Level III	16
AST4	Surgent McCoy's Experienced In-Charge Training -- Level IV	16
AST5	Surgent McCoy's Management Skills Training -- Level V	8
ATFB	Advanced Technical Tax Forms Training -- LLCs, S Corporations and Partnerships	8
ATFI	Advanced Technical Tax Forms Training -- Form 1040 Issues	8
ATKN	The Essential Audit Toolkit: Best Practices for Smaller Entities - New!	8
AWAC	Surgent McCoy's Audit Workshop: Best Practices for Audits in Compliance with Government Auditing Standards and OMB Circular A-133	8
AWPD	Surgent McCoy's Audit Workshop: Best Practices in Planning & Designing a High-Quality and Profitable Audit	8
BCPE	The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy	8
BFTU	The Best Federal Tax Update Course by Surgent McCoy	8
BITU	The Best Individual Income Tax Update Course by Surgent McCoy	8
BTBB	The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them	8
BTPS	Make Money for You and Your Clients: Surgent McCoy's Top Business Tax Planning Strategies	8
CCCB	Fraud: Catching the Crooks Who Cook the Books	8
CCTA	Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies	8
CDAA	Current Developments in Accounting, Auditing, and the Accounting Profession: An Overview for 2010	8
CDEC	Internal Controls Design, Evaluation and Communication for Smaller Entities	8
CFOG	Clearing the Fog in Advanced LLC and Partnership Structuring	8
CGFB	The Complete Guide to Fringe Benefits	8
CGLB	The Complete Guide to Liquidation of Business Entities	8
CGPT	The Complete Guide to Payroll Taxes and 1099 Issues	8
CIRA	Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, Roth IRAs, SIMPLEs, and SEPs	8
COPI	Converting Your Pension and IRAs to Roth IRAs -- A Major New Strategy Your Clients Must Consider	8
CWRS	Case Studies in Improving Writing and Research Skills for Tax Professionals - New!	8
DRMM	Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement	8
EIRE	The Complete Guide to Employment Issues - Reducing the Employer's Risk	8
EPBB	The Top 50 Mistakes Practitioners Make and How to Fix Them: Estate Planning and Administration	8
ERAW	Effectively and Efficiently Reviewing Audit Workpapers: The Line of Defense Against Deficient Audits - New!	8
ERTW	Effectively and Efficiently Revewing Tax Returns in Busy Season - New!	8
F990	Preparing the Form 990 for Nonprofit Organizations	8
FSAI	Analyzing and Interpreting Financial Statements - New!	8
GAP1	Is There a Gap in your GAAP? Series 1 - New!	8
GAP2	Is There a Gap in your GAAP? Series 2 - New!	8
GATE	A Complete Guide to the Administration of Trusts and Estates	8
GIBB	The Top 50 Mistakes Practitioners Make in Nonprofit Taxation and Governance Issues and How to Fix Them	8
GIFT	Federal Estate and Gift Tax Returns -- Forms 706 and 709 Workshop	8
HMBI	Surgent McCoy's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships	8
ICFO	Financial Dilemmas and Calamities -- CFOs and Senior Financial Managers in Industry at the Forefront: A Case Study Approach - New!	8
IEFP	The Best Income-Tax, Estate-Tax, and Financial-Planning Ideas of 2010	8
IFRS	IFRS in A Day - New!	8
INBB	The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning	8
IPSC	Surgent McCoy's Guide to Understanding the Key Issues and Preparing S Corporation Tax Returns	8
IRSM	The Top 50 Mistakes Practitioners Make and How to Fix Them: Dealing with the Internal Revenue Service - New!	8
ISBG	IFRS for Smaller Entities vs. U.S. GAAP: A Study in How the Financial Statements Look and Feel Different - New!	8
ITGF	Industry Tax Guide to Fringe Benefits and Selected Payroll Issues	8
ITPS	Make Money for You and Your Clients: Surgent McCoy's Top Individual Tax Planning Strategies	8
LCCC	Surgent McCoy's Case Studies in the Life Cycle of a Closely-Held C Corporation	8
LCLL	Surgent McCoy's Case Studies in the Life Cycle of a Limited Liability Company	8
LCSC	Surgent McCoy's Case Studies in the Life Cycle of an S Corporation	8
LLPW	Surgent McCoy's Limited Liability Company and Partnership Tax Return Preparation Workshop	8
LP10	Surgent McCoy's Top 10 Tax Issues in Dealing with LLCs and Partnerships	8
LTBO	Legal Toolkit for Business Owners, Controllers, and CPAs	8
MBAD	MBA in a Day!	8
MERG	Surgent McCoy's Guide to Assets and Stock Sales, Mergers and Reorganizations	8
MFEP	Mastering the Fundamentals of Estate Planning	8
MMBE	Multiplying Your Tax and Business Benefits Using Multiple Business Entities - New!	8
MSTU	Surgent McCoy's Multistate Tax Update	8
NABB	The Top 50 Nonpublic Audit Mistakes Practitioners Make and How to Fix Them	8
NEXU	Learn to Do a Nexus Study to Build Your State and Local Tax Practice - New!	8
NLEP	What You Need to Do Now in Estate Planning - New!	8
NTAB	Negotiations and Tax Aspects of Buying and Selling a Business	8
PCTR	Preparing C Corporation Tax Returns for New Staff and Para-Professionals	8
PITR	Preparing Individual Tax Returns for New Staff and Para-Professionals	8
PLPS	The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns	8
PNPR	Preparing the Nonprofit Series of Tax Returns (Forms 990-N, 990-EZ, 990, 990-T, and 990-PF) for New Staff and Para-Professionals - New!	8
REBB	The Top 50 Tax Mistakes Practitioners Make In Real Estate Investments and How to Fix Them	8
SBRP	Small Business Retirement Plan Review: New Roth 401(k)s, Keoghs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs	8
SGFO	Surgent McCoy's 2010 Guide to Compilation, Review, and the Cash and Tax Basis of Accounting	8
SITS	Surgent McCoy's Individual Income Tax School	16
SLT1	Staff Level 1 Training in Taxation	24
SLT2	Staff Level 2 Training in Taxation	24
SLT3	Staff Level 3 Training in Taxation	24
SSRB	Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now	8
STRI	Surgent McCoy's Advanced Individual Income Tax Return Issues	8
STTC	2-Day Staff Tax Training for Regular C Corporation Returns	8
STTT	Surgent McCoy's 2010 Top Tax Topics	8
TAIC	Surgent McCoy's Practical Guide to Better Substantive Testing and Auditing of Internal Controls	8
TCTW	The Complete Trust Workshop	8
TDAP	Surgent McCoy's Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions from Acquisition to Exchange or Disposition	8
TMAL	Tax Malpractice: Understanding Your Risk and Protecting Yourself and Your Firm	8
TPGS	Surgent McCoy's 2010 Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs	8
TSSG	Surgent McCoy's 1040 Tax Season Survival Guide	8
UAET	Understanding Accounting Issues for Estates and Trusts: Meeting Your Accounting and Auditing CPE Requirements	8

Please call for pricing

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