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 ยง754 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


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