In-Firm Self-Study Options

2-Hour Self-Study Snack Pack | 4 to 20 Hour Customized Packages

Self-study is a great option for individuals, as well as groups, looking to complete training on their own time. In addition to single-course purchases, we offer several different packages of credit hours where the client can combine two-hour courses only, or combine any of our four to twenty hour courses.

2-Hour Self-Study Snack Pack:

Our comprehensive snack pack program offers over 90 courses in the fields of tax, accounting, auditing and ethics.

Pick any 20 courses from the list on the following two pages to create a 40-hour package of training specific to the needs of your staff. Packages can be based on knowledge level or by the topics that firms feel are particularly relevant.

Firms can also choose to purchase the entire offering of 93 two-hour courses for a set fee.

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

AAIM

A Practical Approach to Asset Impairment and Retirement Accounting

2

Accounting

ACHC

Risk-Based Auditing and Closely Held Companies: Key Lessons We Have Learned

2

Auditing

ADED

Avoiding Audit Documentation and Engagement Wrap-Up Deficiencies

2

Auditing

ADPF

A Fraud Update: New Approaches to Detecting and Preventing Fraud

2

Auditing

AREV

Analytical Review: A Hands-On Approach

2

Auditing

ASBU

What's Happening at the Auditing Standards Board? An Update

2

Auditing

AUTP

Understanding Fin No. 48: A Practical Guide to Accounting for Uncertain Tax Positions

2

Accounting

CARU

Compilation and Review Update for 2010: What's Happening, and What's in the Pipeline

2

Accounting

CRFS

Compilation and Review of Personal Financial Statements: What the CPA Needs to Know

2

Accounting

CTBA

OCBOA: A Guide to Cash and Tax Basis Accounting

2

Accounting

EDIC

Properly Evaluating the Design and Operating Effectiveness of Internal Controls

2

Auditing

ELRS

Accounting for Loans and Investments in the Current Economic Climate: A Guide to Evaluating Impaired Loans, Receivables, and Securities

2

Accounting

EMAP

Engagement Management in a Changing Audit Profession

2

Business Management & Organization

EMCR

Establishing & Maintaining Client Relationships in a Changing Audit Profession

2

Business Management & Organization

FAS2

Accounting Standards Update for 2010: What Is Happening at the FASB

2

Accounting

HETD

High-Impact Engagement Team Discussions to Identify and Evaluate Risk of Material Misstatement

2

Auditing

IACS

Independence and Controllership Services

2

Accounting

ICEC

Accounting Issues in the Current Economic Climate

2

Accounting

IEDC

Properly Identifying, Evaluating and Documenting Results of Presumed Risk Assessment Audit Procedures

2

Auditing

IIOC

Important Independence and Objectivity Considerations for Attest Service Providers

2

Auditing

INTC

Internal Control: A Practical Approach to Preventing Misstatements in Closely Held Companies

2

Auditing

IOVR

IFRS Overview - New!

2

Accounting

LARA

Linking Audit Risk Assessments to an Effective and Efficient Detailed Audit Plan

2

Auditing

MCRE

Mastering the Standards Related to Compilation and Review Engagements

2

Auditing

NBCS

A Practical Guide to the New Business Combination Standards: Coming to Terms with FASB Statements 141(R), 142, and 160

2

Accounting

PDEV

Professional Developments Update for 2010 -- Recent Events in the Business World and Their Effect on the Accounting Profession

2

Accounting

QCAP

Quality Control in a Changing Audit Profession

2

Business Management & Organization

RISK

Risk Based Auditing: A Practical Approach to SAS 104 thru SAS 111

2

Auditing

RRAC

Robust and Thoughtful Required Auditor Communications

2

Auditing

RREC

Revenue Recognition: Where We Are, and Where We Are Headed

2

Accounting

SAR1

SSARS Review Part 1: An Update on Current Compilation and Review Standards

2

Accounting

SAR2

SSARS Review Part 2: Current Practice Issues in Compilation and Review

2

Accounting

SCSA

Supervising and Coaching Staff in a Changing Audit Profession

2

Auditing

TPOS

Tax Positions: An Integrated Approach to Ethical, Independence, and Financial Reporting Issues

2

Accounting

UFVA

Understanding Fair Value Accounting: A Practical Approach to Statement No. 157 and Its Impact on Financial Reporting

2

Accounting

WFRH

Toward Global Financial Reporting: Where Is the FASB Headed?

2

Accounting

WINI

What Do I Need to Know Now About IFRS? The Current State of Play

2

Accounting

ESDP

New Depreciation Rules Under the American Recovery and Reinvestment Act of 2010

2

Taxes

PPES

Protecting the Practitioner from NEW Preparer Penalties and Ethical Standards

2

Taxes

ESDP

New Depreciation Rules Under the American Recovery and Reinvestment Act of 2010

2

Taxes

FSS8

Independent Contractor vs. Employee Status: Using Form SS-8 to Find the Answer

2

Taxes

GBMM

The CPA's Guide to Business Marketing and Management Strategies

2

Marketing (1), Management Advisory Services (1)

GSFP

The CPA's Guide to Successful Financial Planning Strategies and Concepts

2

Finance

STFB

Statutory Fringe Benefits from A to Z

2

Taxes

TAHC

Tax Aspects of Health Benefits for Employers and the Self-Employed

2

Taxes

709R

Review of Form 709 -- Gift Tax Return

2

Taxes

ESTT

Generation-Skipping Transfer Tax: Understanding the Issues for Larger Estates

2

Taxes

FLPD

Family Limited Partnerships: Creating Discounts as an Estate Planning Tool

2

Taxes

HSEO

How to Settle an Estate - An Overview

2

Taxes

ITTE

Introduction to the Income Taxation of Trusts and Estates

2

Taxes

LITP

Using Life Insurance Trusts in Estate Planning

2

Taxes

RETU

Understanding the Role of Executors and Trustees

2

Taxes

UDET

Using Disclaimers as an Estate Planning Tool

2

Taxes

GBPR

Government, Business, and Personal Retirement Plans, Strategies, and Taxes in a Nutshell

2

Taxes

GSFP

The CPA's Guide to Successful Financial Planning Strategies and Concepts

2

Finance

IAMT

Surgent McCoy's Guide to Individual AMT: Planning Issues and Pitfalls

2

Taxes

LIF1

What Every CPA Needs to Know About the Legal, Tax, Economic, and Investment Features of Life Insurance

2

Taxes (1), Finance (1)

LIF2

What Every CPA Needs to Know to Help Clients Determine Their Family and Business Life Insurance Needs

2

Taxes (1), Finance (1)

LIF3

The CPA's Complete Guide to Evaluating and Comparing Life Insurance Policies

2

Taxes (1), Finance (1)

LIF4

What Every CPA Needs to Know About Life Insurance in Retirement Planning

2

Taxes (1), Finance (1)

LIF5

The CPA's Guide to Business Life Insurance Plans to Protect the Employee's Family and to Achieve Estate Planning Goals

2

Taxes (1), Finance (1)

SCUS

Saving for College Using Coverdell Educational Savings Accounts and 529 Plans

2

Taxes

TASR

Tax Aspects of Purchase and Sale of a Principal Residence

2

Taxes

TBCE

Tax Benefits for College Education

2

Taxes

TPFA

Tax Leverage and Tax-Planning Financial Applications

2

Taxes (1), Finance (1)

TXDE

Surgent McCoy's Guide to Tax-Deferred Exchanges

2

Taxes

ERTI

Employment and Retirement Tax Issues for Members of an LLC

2

Taxes

FLLC

Tax Issues in Formation of the Limited Liability Company

2

Taxes

LTIL

Liquidation and Termination Issues for LLCs

2

Taxes

CTSS

Calculating Tax Basis for a Subchapter S Corporation

2

Taxes

FISC

Formation Issues of an S Corporation

2

Taxes

GOAM

General Operations and Accounting Methods of an S Corporation

2

Taxes

ISEE

Introduction to S Corporations - Eligibility and Elections

2

Taxes

CONV

Conversions, Recharacterizations, and Related Planning Issues Under the New Tax Rules - New!

2

Taxes

DRTA

Designated Roth or Traditional Account in Your 401(k): Which Is Better -- When and Why? - New!

2

Taxes

GBPR

Government, Business, and Personal Retirement Plans, Strategies, and Taxes in a Nutshell

2

Taxes

IRPC

Investment and Retirement Planning in Times of Economic Crisis and Political and Tax-Law Change - New!

2

Taxes

RMM1

Retirement Money Management 1 -- Process and Concepts

2

Taxes (1), Finance (1)

RMM2

Retirement Money Management 2 -- Building the Nest Egg

2

Taxes (1), Finance (1)

RMM3

Retirement Money Management 3 -- Making It Last

2

Taxes (1), Finance (1)

ROTH

Tax Issues and Planning Using Roth IRAs

2

Taxes

STSS

When to Start Taking Social Security Benefits - New!

2

Taxes

TADI

Tax Aspects of Distributions from an IRA

2

Taxes

TIPA

Tax Issues and Planning for Post-Retirement Distributions from Qualified Plans and IRAs

2

Taxes

TIPB

Tax Issues and Planning for Pre-Retirement Distributions from Qualified Plans and IRAs

2

Taxes

TPFA

Tax Leverage and Tax-Planning Financial Applications

2

Taxes (1), Finance (1)

TPSP

Understanding the Tax Aspects of Profit Sharing Plans

2

Taxes

UMDR

Tax Issues and Planning Under the Uniform Minimum Distribution Rules

2

Taxes

UNRI

Understanding Traditional IRAs

2

Taxes

UTAS

Understanding the Tax Aspects of SIMPLE IRAs

2

Taxes

CONV

Conversions, Recharacterizations, and Related Planning Issues Under the New Tax Rules - New!

2

Taxes

DRTA

Designated Roth or Traditional Account in Your 401(k): Which Is Better -- When and Why? - New!

2

Taxes

GBPR

Government, Business, and Personal Retirement Plans, Strategies, and Taxes in a Nutshell

2

Taxes

GSFP

The CPA's Guide to Successful Financial Planning Strategies and Concepts

2

Finance

IRPC

Investment and Retirement Planning in Times of Economic Crisis and Political and Tax-Law Change - New!

2

Taxes

LIF1

What Every CPA Needs to Know About the Legal, Tax, Economic, and Investment Features of Life Insurance

2

Taxes (1), Finance (1)

LIF2

What Every CPA Needs to Know to Help Clients Determine Their Family and Business Life Insurance Needs

2

Taxes (1), Finance (1)

LIF3

The CPA's Complete Guide to Evaluating and Comparing Life Insurance Policies

2

Taxes (1), Finance (1)

LIF4

What Every CPA Needs to Know About Life Insurance in Retirement Planning

2

Taxes (1), Finance (1)

LIF5

The CPA's Guide to Business Life Insurance Plans to Protect the Employee's Family and to Achieve Estate Planning Goals

2

Taxes (1), Finance (1)

OHPI

Health Savings Accounts, Long-Term Care, Nursing Homes, and Other Health Planning Issues

2

Taxes (1), Finance (1)

RMM1

Retirement Money Management 1 -- Process and Concepts

2

Taxes (1), Finance (1)

RMM2

Retirement Money Management 2 -- Building the Nest Egg

2

Taxes (1), Finance (1)

RMM3

Retirement Money Management 3 -- Making It Last

2

Taxes (1), Finance (1)

ROTH

Tax Issues and Planning Using Roth IRAs

2

Taxes

STSS

When to Start Taking Social Security Benefits - New!

2

Taxes

TADI

Tax Aspects of Distributions from an IRA

2

Taxes

TIPA

Tax Issues and Planning for Post-Retirement Distributions from Qualified Plans and IRAs

2

Taxes

TIPB

Tax Issues and Planning for Pre-Retirement Distributions from Qualified Plans and IRAs

2

Taxes

TPFA

Tax Leverage and Tax-Planning Financial Applications

2

Taxes (1), Finance (1)

TPSP

Understanding the Tax Aspects of Profit Sharing Plans

2

Taxes

UMDR

Tax Issues and Planning Under the Uniform Minimum Distribution Rules

2

Taxes

UNRI

Understanding Traditional IRAs

2

Taxes

UTAS

Understanding the Tax Aspects of SIMPLE IRAs

2

Taxes

4 to 20 Hour Customized Packages:

Surgent McCoy can create a package to meet the exact needs of any individual or firm. Customized packages can be made up of any self-study courses that are two to twenty hours in length—just tell us what courses you would like, how many users you will have, and we will put together your exclusive package.

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

ACCC

Accounting Challenges in the Current Economic Climate

4

Accounting

ARRC

Practical Revenue Recognition Concepts -- Incorporating New GAAP Codification

4

Accounting

AST1

Surgent McCoy's Basic Audit Staff Training -- Level I

16

Regulatory Ethics (3.5) and Auditing (12.5)

AST2

Surgent McCoy's Experienced Audit Staff Training -- Level II

16

Auditing

AST3

Surgent McCoy's Beginning In-Charge Training -- Level III

16

Auditing

AST4

Surgent McCoy's Experienced In-Charge Training -- Level IV

16

Auditing (6), Communications (7), and Business Management & Organization (3)

AST5

Surgent McCoy's Management Skills Training -- Level V

8

Marketing (4), Personnel/HR (2), and Management Advisory Services (2)

ATKN

The Essential Audit Toolkit: Best Practices for Smaller Entities - New!

8

Auditing

AWAC

Surgent McCoy's Audit Workshop: Best Practices for Audits in Compliance with Government Auditing Standards and OMB Circular A-133

8

Auditing

AWPD

Surgent McCoy's Audit Workshop: Best Practices in Planning & Designing a High-Quality and Profitable Audit

8

Auditing

CCCB

Fraud: Catching the Crooks Who Cook the Books

10

Auditing

CDAA

Current Developments in Accounting, Auditing, and the Accounting Profession: An Overview for 2010

12

Accounting (9), Auditing (3)

CDEC

Internal Controls Design, Evaluation and Communication for Smaller Entities

8

Auditing

ERAW

Effectively and Efficiently Reviewing Audit Workpapers: The Line of Defense Against Deficient Audits - New!

8

Auditing

FASB

Surgent McCoy's 2010 FASB/SAS Update Course

12

Accounting (9) Auditing (3)

HBIE

Practical Materiality Decisions Under a Risk-Based Approach to Auditing

4

Accounting (2), Auditing (2)

ICFD

Internal Control and Fraud Detection

8

Auditing

INON

IFRS for Nonissuers: What in the World Is Happening?

4

Auditing

ISBG

IFRS for Smaller Entities vs. U.S. GAAP: A Study in How the Financial Statements Look and Feel Different - New!

8

Accounting

ISFR

Implementing SAS No. 99: Finding Fraudulent Financial Reporting and Asset-Misappropriation Schemes

8

Auditing

IVMU

The Inventory Course -- Valuations, Methods, and Uniform Capitalization

8

Taxes (4), Accounting (4)

NABB

The Top 50 Nonpublic Audit Mistakes Practitioners Make and How to Fix Them

8

Auditing

RRIH

Revenue Recognition Basics -- Incorporating New GAAP Codification

4

Accounting

SGFO

Surgent McCoy's 2010 Guide to Compilation, Review, and the Cash and Tax Basis of Accounting

12

Accounting

SOXL

The Sarbanes-Oxley Act and Corporate Governance

4

Auditing

TAIC

Surgent McCoy's Practical Guide to Better Substantive Testing and Auditing of Internal Controls

8

Auditing

UAET

Understanding Accounting Issues for Estates and Trusts: Meeting Your Accounting and Auditing CPE Requirements

8

Accounting

BCPE

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy

12

Taxes

BFTU

The Best Federal Tax Update Course by Surgent McCoy

16

Taxes

BITU

The Best Individual Income Tax Update Course by Surgent McCoy

12

Taxes

IEFP

The Best Income-Tax, Estate-Tax, and Financial-Planning Ideas of 2010

12

Taxes

NLEP

What You Need to Do Now in Estate Planning - New!

8

Taxes

STRI

Surgent McCoy's Advanced Individual Income Tax Return Issues

12

Taxes

STTT

Surgent McCoy's 2010 Top Tax Topics

8

Taxes

TSSG

Surgent McCoy's 1040 Tax Season Survival Guide

10

Taxes

AGFM

The Accountant's Guide to Financial Management

20

Finance

BPPC

Modern Budgeting for Profit Planning and Control

12

Finance

CGFB

The Complete Guide to Fringe Benefits

12

Taxes

CGPT

The Complete Guide to Payroll Taxes and 1099 Issues

16

Taxes

CULO

Customer Loyalty: Cost vs. Benefits -- A Quantitative Approach

4

Management Advisory Services

EABD

Economic Analysis for Business and Strategic Decisions

12

Economics

EIRE

The Complete Guide to Employment Issues - Reducing the Employer's Risk

8

Business Law (6), Taxes (2)

FCFL

Free Cash Flow: A Tool to Manage Your Business More Effectively

4

Management Advisory Services

ITGF

Industry Tax Guide to Fringe Benefits and Selected Payroll Issues

8

Taxes

IVMU

The Inventory Course -- Valuations, Methods, and Uniform Capitalization

8

Taxes (4), Accounting (4)

LTBO

Legal Toolkit for Business Owners, Controllers, and CPAs

8

Business Law

MBAD

MBA in a Day!

12

Finance (6), Marketing (4), Economics (2)

MERG

Surgent McCoy's Guide to Assets and Stock Sales, Mergers and Reorganizations

8

Taxes

MICF

Managing and Improving Your Cash Flow

10

Management Advisory Services

NTAB

Negotiations and Tax Aspects of Buying and Selling a Business

12

Taxes

TDAP

Surgent McCoy's Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions from Acquisition to Exchange or Disposition

8

Taxes

1041

Fiduciary Income Tax Returns - Form 1041 Workshop

16

Taxes

ACEP

Advanced Concepts in Estate Planning - New!

8

Taxes

AFIT

Advanced Federal Income Taxation of Estates, Trusts, and Beneficiaries and Advanced 1041 Return Preparation Issues

8

Taxes

AP41

Advanced Form 1041 Practice Workshop

12

Taxes

EPBB

The Top 50 Mistakes Practitioners Make and How to Fix Them: Estate Planning and Administration

8

Taxes

EPVI

Advanced Estate-Planning and Valuation Issues for the Closely Held Business Owner

10

Taxes

ESLI

Estate and Business-Succession Planning Using Life Insurance

10

Taxes

GATE

A Complete Guide to the Administration of Trusts and Estates

10

Taxes

GIFT

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

16

Taxes

IEFP

The Best Income-Tax, Estate-Tax, and Financial-Planning Ideas of 2010

12

Taxes

MFEP

Mastering the Fundamentals of Estate Planning

10

Taxes

NLEP

What You Need to Do Now in Estate Planning - New!

8

Taxes

PMEP

Post-Mortem Estate Planning: Forms 706, 1041 & 1040

12

Taxes

TCTW

The Complete Trust Workshop

20

Taxes

UAET

Understanding Accounting Issues for Estates and Trusts: Meeting Your Accounting and Auditing CPE Requirements

8

Accounting

BFTU

The Best Federal Tax Update Course by Surgent McCoy

16

Taxes

BITU

The Best Individual Income Tax Update Course by Surgent McCoy

12

Taxes

CGFP

Surgent McCoy's Complete Guide to Personal Financial Planning

10

Taxes (5), Administrative Practice (5)

DTTP

How to Avoid Getting Burned in a Divorce: Tax Traps, Tricks, and Planning

8

Taxes

IEFP

The Best Income-Tax, Estate-Tax, and Financial-Planning Ideas of 2010

12

Taxes

INBB

The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning

8

Taxes

ITIO

International Tax Issues for Individuals -- Going Overseas and Coming to the United States

10

Taxes

ITPS

Make Money for You and Your Clients: Surgent McCoy's Top Individual Tax Planning Strategies

12

Taxes

PITR

Preparing Individual Tax Returns for New Staff and Para-Professionals

8

Taxes

PRVH

Critical Tax Planning Strategies and Issues in Owning a Principal Residence or Vacation Home

8

Taxes

SITS

Surgent McCoy's Individual Income Tax School

16

Taxes

STRI

Surgent McCoy's Advanced Individual Income Tax Return Issues

12

Taxes

TSSG

Surgent McCoy's 1040 Tax Season Survival Guide

10

Taxes

ACTL

Surgent McCoy's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships

10

Taxes

APLW

Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under §754 and Related Provisions

10

Taxes

BCPE

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy

12

Taxes

BTBB

The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them

8

Taxes

CCTA

Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies

8

Taxes

CFOG

Clearing the Fog in Advanced LLC and Partnership Structuring

8

Taxes

CGLB

The Complete Guide to Liquidation of Business Entities

12

Taxes

CLLC

The Complete Guide to Partnerships and Limited Liability Companies

12

Taxes

HMBI

Surgent McCoy's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships

8

Taxes

LCLL

Surgent McCoy's Case Studies in the Life Cycle of a Limited Liability Company

8

Taxes

LLPW

Surgent McCoy's Limited Liability Company and Partnership Tax Return Preparation Workshop

8

Taxes

LP10

Surgent McCoy's Top 10 Tax Issues in Dealing with LLCs and Partnerships

8

Taxes

MMBE

Multiplying Your Tax and Business Benefits Using Multiple Business Entities - New!

8

Taxes

PLPS

The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns

16

Taxes

ACTS

Surgent McCoy's Advanced Critical Tax Issues for S Corporations

10

Taxes

BCPE

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy

12

Taxes

BTBB

The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them

8

Taxes

BTPS

Make Money for You and Your Clients: Surgent McCoy's Top Business Tax Planning Strategies

20

Taxes

CCTA

Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies

8

Taxes

CGLB

The Complete Guide to Liquidation of Business Entities

12

Taxes

HMBI

Surgent McCoy's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships

8

Taxes

IPSC

Surgent McCoy's Guide to Understanding the Key Issues and Preparing S Corporation Tax Returns

8

Taxes

LCSC

Surgent McCoy's Case Studies in the Life Cycle of an S Corporation

8

Taxes

MMBE

Multiplying Your Tax and Business Benefits Using Multiple Business Entities - New!

8

Taxes

PLPS

The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns

16

Taxes

BTBB

The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them

8

Taxes

BTPS

Make Money for You and Your Clients: Surgent McCoy's Top Business Tax Planning Strategies

20

Taxes

CCTA

Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies

8

Taxes

CGLB

The Complete Guide to Liquidation of Business Entities

12

Taxes

ITCO

International Tax Issues for Small and Medium-Sized Businesses -- Going Overseas and Coming to the United States

10

Taxes

MMBE

Multiplying Your Tax and Business Benefits Using Multiple Business Entities - New!

8

Taxes

NTAB

Negotiations and Tax Aspects of Buying and Selling a Business

12

Taxes

PCTR

Preparing C Corporation Tax Returns for New Staff and Para-Professionals

10

Taxes

TDAP

Surgent McCoy's Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions from Acquisition to Exchange or Disposition

8

Taxes

CGFB

The Complete Guide to Fringe Benefits

12

Taxes

CGPT

The Complete Guide to Payroll Taxes and 1099 Issues

16

Taxes

CIRA

Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, Roth IRAs, SIMPLEs, and SEPs

20

Taxes

COP4

Converting Your Pension and IRAS to Roth IRAs -- A Major New Strategy Your Clients Must Consider - New!

4

Taxes

CRPD

Everything You Need to Know About Retirement Plan Distributions

10

Taxes

DRMM

Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement

16

Administrative Practice (8), Taxes (8)

GWSI

Surgent McCoy's Guide to Wall Street Investments and Their New Tax Implications

10

Administrative Practice (7), Taxes (3)

ITGF

Industry Tax Guide to Fringe Benefits and Selected Payroll Issues

8

Taxes

REDZ

Within the Red Zone of Your Retirement: Tax Planning Strategies for Getting to the Goal Line Without Fumbling

10

Taxes

RTSC

Surgent McCoy's Guide to Designing and Administering the New Roth 401(k), Traditional 401(k), SIMPLE, and Cafeteria Plans

12

Taxes

SBRP

Small Business Retirement Plan Review: New Roth 401(k)s, Keoghs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs

12

Taxes

SSRB

Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now

8

Taxes

CECP

What Every Professional Should Know About Elder-Care Planning

8

Taxes

CGFP

Surgent McCoy's Complete Guide to Personal Financial Planning

10

Taxes (5), Administrative Practice (5)

CIPP

What Every CPA Should Know About Life Insurance Products and Planning

10

Taxes (5), Administrative Practice (5)

CIRA

Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, Roth IRAs, SIMPLEs, and SEPs

20

Taxes

COP4

Converting Your Pension and IRAS to Roth IRAs -- A Major New Strategy Your Clients Must Consider - New!

4

Taxes

CRPD

Everything You Need to Know About Retirement Plan Distributions

10

Taxes

DRMM

Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement

16

Administrative Practice (8), Taxes (8)

GWSI

Surgent McCoy's Guide to Wall Street Investments and Their New Tax Implications

10

Administrative Practice (7), Taxes (3)

IEFP

The Best Income-Tax, Estate-Tax, and Financial-Planning Ideas of 2010

12

Taxes

PRVH

Critical Tax Planning Strategies and Issues in Owning a Principal Residence or Vacation Home

8

Taxes

REDZ

Within the Red Zone of Your Retirement: Tax Planning Strategies for Getting to the Goal Line Without Fumbling

10

Taxes

RTSC

Surgent McCoy's Guide to Designing and Administering the New Roth 401(k), Traditional 401(k), SIMPLE, and Cafeteria Plans

12

Taxes

SBRP

Small Business Retirement Plan Review: New Roth 401(k)s, Keoghs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs

12

Taxes

SSRB

Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now

8

Taxes

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Self-Study Pricing Options

Snack Pack: Select any 20 of our two-hour courses for $150 per user; or purchase all 93 of our two-hour courses for $299 per user

Customized self-study package: Select from any of our four to twenty-hour courses to create a custom package—Please call for pricing.

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Surgent McCoy CPE, LLC
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