Live Seminar Schedule - all courses

To register for a live seminar, please contact your State Society of CPAs. For seminars in Maryland, click here to register.

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

1041
Fiduciary Income Tax Returns - Form 1041 Workshop
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/16/08 RI Providence - Society Office
10/16/08 IA Cedar Rapids - Clarion Hotel & Convention Center
10/20/08 WI Madison - Crowne Plaza
10/21/08 MO St. Louis - MSCPA Learning Center
10/27/08 IN Evansville-Mariott Airport
10/27/08 NC Charlotte - Charlotte Marriott Executive Park
11/03/08 DE Wilmington - DE National Country Club
11/04/08 VA Charlottesville- Omni Charlotesville Hotel
11/06/08 AZ Tucson-Sheraton Tucson Hotel & Suites
11/14/08 MI Livonia - Radisson Detroit Livonia
11/17/08 PA Mars - Sheraton Four Points
11/18/08 PA Malvern - Penn State
12/01/08 TN Chattanooga - Clarion Hotel
12/03/08 NJ Voorhees - The Mansion on Main Street
12/04/08 LA Kenner - Society Office
12/05/08 NH Manchester-Society Office
12/12/08 MN Bloomington-Society Office
12/16/08 IN Indianapolis - Society Office
12/18/08 OH Dublin - Society Office
12/19/08 CT Rocky Hill- Society Office
12/29/08 MD Jessup (Columbia) - Columbia Holiday Inn

ACMD
Current Issues in Accounting
Date State Location
11/04/08 MD Hagerstown - Hagerstown Sheraton/Four Points Hotel
12/02/08 MD Rockville - University of Phoenix

ACTL
Surgent McCoy's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/17/08 ND Grand Forks - Hilton Garden Inn
10/30/08 NM Albuquerque-NM Society Office
10/30/08 MD Columbia - Hilton
11/07/08 FL Tampa - Tampa Airport Marriott
11/07/08 IN Indianapolis - Society Office
11/10/08 NJ Iselin - Woodbridge Hilton
12/04/08 MO Kansas City - MSCPA Learning Center
12/18/08 NV Las Vegas - Flamingo Las Vegas
12/18/08 NC Charlotte- The Employers Association
12/29/08 MO St. Louis - MSCPA Learning Center

ACTS
Surgent McCoy's Advanced Critical Tax Issues for S Corporations
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/16/08 MO Springfield - Holiday Inn North
10/16/08 ND Grand Forks - Hilton Garden Inn
10/21/08 CO Glenwood Springs - Ramada Inn and Suites
11/06/08 IN Indianapolis - Society Office
11/20/08 OH Dayton - Sinclair Community College
11/24/08 OH Strongville - Holiday Inn Select
12/16/08 WY Casper - Best Western Ramkota Hotel
12/19/08 NV Las Vegas - Flamingo Las Vegas
12/19/08 NC Charlotte- The Employers Association
12/30/08 MO St. Louis - MSCPA Learning Center

ADVE
Advanced Excel
Date State Location
10/20/08 MD Timonium - Crowne Plaza Baltimore

ADVQ
Advanced Quickbooks
Date State Location
10/21/08 MD Timonium - Crowne Plaza Baltimore

AFIT
Advanced Federal Income Taxation of Estates, Trusts, and Beneficiaries, and Advanced 1041 Return Preparation Issues
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/22/08 MO St. Louis - MSCPA Learning Center
10/29/08 NJ Voorhees - The Mansion on Main Street
11/04/08 OR Lake Oswego - Crowne Plaza
11/11/08 MD Timonium - Crowne Plaza Baltimore
11/18/08 PA Mars - Sheraton Four Points
11/19/08 PA Malvern - Penn State
12/02/08 TN Brentwood - TSCPA Meeting Center
12/10/08 HI Honolulu - Hawaii Prince Waikiki Hotel
12/15/08 NC Greensboro - High Point Marriott
12/17/08 NC Morrisville - Society Office

AP41
Advanced Form 1041 Practice Workshop
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/21/08 WI Madison - Crowne Plaza
10/30/08 PA Trevose - Holiday Inn Select of Bucks County
11/12/08 NC Greensboro - O Henry Hotel
11/17/08 OK Oklahoma City - Society Office
12/03/08 NV Reno - Atlantis Casino Resort and Spa
12/18/08 CT Rocky Hill- Society Office

APLW
Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under §754 and Related Provisions
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/20/08 VA McLean - Tyson CPA Center
10/28/08 RI Providence - Society Office
10/31/08 NM Albuquerque-NM Society Office
11/05/08 PA Malvern - Penn State
11/10/08 VT Montpelier - Capitol Plaza Hotel & Conference Center
11/12/08 KY Louisville - Society Office
11/20/08 TN Brentwood - TSCPA Meeting Center
11/24/08 IA Coralville- Holiday Inn & Convention Center
12/01/08 PA Mars - Sheraton Four Points
12/05/08 NE Ashland - Mahoney State Park (Kiewit Lodge)
12/17/08 OR Beaverton - Society Office
12/17/08 LA Lafayette - Hilton

AUMD
Current Issues in Auditing
Date State Location
11/05/08 MD Hagerstown - Hagerstown Sheraton/Four Points Hotel
12/03/08 MD Rockville - University of Phoenix

AWAC
Surgent McCoy's Audit Workshop: Best Practices for Audits in Compliance with Government Auditing Standards and OMB Circular A-133
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/21/08 SC Greenville - Embassy Suites
11/03/08 CT Rocky Hill- Society Office
12/17/08 MO Columbia-Courtyard by Marriott

AWPD
Surgent McCoy's Audit Workshop; Best Practices in Planning and Designing a High Quality and Profitable Audit
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
11/06/08 FL Tampa - Tampa Airport Marriott
11/20/08 OR Beaverton - Society Office
12/02/08 OK Oklahoma City - Society Office
12/16/08 MO Kansas City - MSCPA Learning Center

BCPE
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/21/08 NJ Roseland - Society Office
10/27/08 NH Manchester-Society Office
10/27/08 KS Topeka - Capitol Plaza Hotel
10/31/08 RI Providence - Society Office
11/04/08 PA Harrisburg - Wildwood Conference Center
11/04/08 MA Woburn - Hilton Hotel
11/10/08 NC Greensboro - High Point Marriott
11/13/08 FL Boca Raton - Embassy Suites
11/19/08 WI Madison - Crowne Plaza
11/20/08 LA Baton Rouge - Red Lion Inn
11/20/08 MO Kansas City - MSCPA Learning Center
12/01/08 GA Atlanta - Society Office
12/01/08 FL Miami
12/01/08 IN Indianapolis - Society Office
12/04/08 IN Evansville-Mariott Airport
12/05/08 PA Mars - Sheraton Four Points
12/08/08 OK Oklahoma City - Society Office
12/08/08 LA Kenner - Society Office
12/09/08 FL Jacksonville - University Center, University of N. Florida
12/11/08 FL Ft. Meyers - Harborside Convention Center
12/12/08 PA Trevose - Holiday Inn Select of Bucks County
12/17/08 FL Tampa - Tampa Airport Marriott

BEUC
The Best Estate Planning Update Course by Surgent McCoy
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/20/08 NJ Voorhees - The Mansion on Main Street
11/04/08 PA Mars - Sheraton Four Points
12/18/08 PA Malvern - Penn State

BFTU
The Best Federal Tax Update Course by Surgent McCoy
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/17/08 MD Timonium - Crowne Plaza Baltimore
10/22/08 NJ Jamesburg - Crown Plaza Monroe
10/23/08 MD Rockville - University of Phoenix
10/27/08 KY Paducah-Courtyard by Marriott
10/28/08 KY Owensboro-Owensboro Country Club
10/29/08 MD Columbia - Hilton
10/29/08 KY Hopkinsville- Holiday Inn
10/30/08 KY Somerset - River House
10/31/08 SC W. Columbia - Society Office
10/31/08 KY Prestonsburg - Heritage House
11/03/08 KY Covington - Radisson Cincinnati Riverfront
11/05/08 PA Trevose - Holiday Inn Select of Bucks County
11/12/08 PA Malvern - Penn State
11/13/08 TN Robinsonville - Grand Casino Tunica
11/14/08 MD Frederick - Dutch's Daughter
11/14/08 OK Oklahoma City - Society Office
11/18/08 IN Indianapolis - Society Office
11/20/08 LA Alexandria - Rapides Parish Learning Center
11/21/08 LA Lafayette - Hilton
12/03/08 FL West Palm Beach- Crowne Plaza
12/03/08 PA Breinigsville- Holiday Inn Conference Center
12/08/08 PA Wilkes-Barre - Woodlands Inn
12/09/08 AL Madison (Huntsville W) - Holiday Inn Madison
12/09/08 PA Mars - Sheraton Four Points
12/09/08 PA Williamsport - Holiday Inn Downtown
12/10/08 MD Bowie-Comfort Inn Hotel & Conference Ctr
12/10/08 PA Greensburg - Mountain Vue Inn
12/10/08 AL Pelham (Birm'gham) - Pelham Civic Complex
12/11/08 PA Erie-Ambassador Banquet & Conference Center
12/11/08 AZ Tucson-Sheraton Tucson Hotel & Suites
12/11/08 AL Montgomery- Hilton Garden Inn
12/12/08 AL Mobile- Ashbury Hotel & Suites
12/15/08 NY Syracuse
12/16/08 NY New York- FAE Conference Center
12/17/08 FL Orlando- Crowne Plaza Orlando Airport
12/18/08 FL Dania- Hilton Fort Lauderdale Airport Hotel
12/19/08 NJ Iselin - Woodbridge Hilton

BITU
The Best Individual Income Tax Update Course by Surgent Mcoy
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/22/08 PA Mars - Sheraton Four Points
10/28/08 KS Topeka - Capitol Plaza Hotel
10/29/08 MA Springfield - Marriott Springfield
11/03/08 MA Woburn - Hilton Hotel
11/11/08 VT Montpelier - Capitol Plaza Hotel & Conference Center
11/14/08 FL Boca Raton - Embassy Suites
11/21/08 NJ Iselin - Woodbridge Hilton
11/21/08 MO Kansas City - MSCPA Learning Center
12/01/08 PA Harrisburg - Holiday Inn East
12/02/08 IN Indianapolis - Society Office
12/02/08 FL Miami
12/05/08 IN Evansville-Mariott Airport
12/09/08 OK Oklahoma City - Society Office
12/09/08 PA Malvern - Penn State
12/10/08 FL Jacksonville - University Center, University of N. Florida
12/12/08 FL Ft. Meyers - Harborside Convention Center
12/15/08 NJ East Hanover - Ramada Inn
12/17/08 NC Charlotte - Asbury Park Grove
12/18/08 FL Tampa - Tampa Airport Marriott
01/15/09 FL Orlando
01/16/09 FL Dania- Hilton Fort Lauderdale Airport Hotel

BTBB
The Top 50 Business Tax Bloopers and Blunders and How to Fix them
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/22/08 NC Hickory- Park Inn Gateway Conference Center
10/23/08 MO Kansas City - MSCPA Learning Center
10/27/08 NV Reno - Atlantis Casino Resort and Spa
10/31/08 IA Des Moines- ISCPA Training Center
11/03/08 PA Harrisburg - Holiday Inn East
11/05/08 OH Dublin - Society Office
11/06/08 VA Huddleston - Mariners Landing Resort
11/07/08 LA Lafayette- Hotel Acadiana
11/13/08 MA Norwood - Sheraton Four Points
11/19/08 TN Brentwood - TSCPA Meeting Center
12/05/08 OR Portland - Oregon Convention Center
12/08/08 SC W. Columbia - Society Office
12/12/08 IN Indianapolis - Society Office
12/15/08 TN Memphis - Univ. of Memphis - FedEx Institute of Tech.

BTPS
Make Money For You And Your Clients: Surgent McCoy’s Top Business Tax Planning Strategies
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/21/08 CO Denver - Society Office
10/22/08 NH Manchester-Society Office
10/27/08 LA Kenner - Society Office
10/27/08 AZ Phoenix - Society Office
10/29/08 GA Atlanta - Society Office
10/30/08 LA Lafayette - Hilton
11/07/08 PA Malvern - Penn State
11/10/08 KY Louisville - Society Office
11/11/08 AR Little Rock - ASCPA Conference Center
11/11/08 IN Indianapolis - Society Office
11/21/08 PA Mars - Sheraton Four Points
11/24/08 NY New York- FAE Conference Center
12/02/08 OH Akron - Portage Country Club
12/04/08 NJ East Hanover - Ramada Inn
12/09/08 MN Bloomington-Society Office
12/09/08 RI Providence - Society Office
12/11/08 IA Coralville- Holiday Inn & Convention Center
12/12/08 SC W. Columbia - Society Office
12/18/08 MA Waltham - Forefront Center for Meetings & Conferences

CCCB
Fraud: Catching the Crooks Who Cook the Books
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
12/09/08 LA Lafayette - Hilton

CCT6
Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies ("get done early" series)
Date State Location
11/04/08 NV Las Vegas - Flamingo Las Vegas

CCTA
Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/17/08 IN Indianapolis - Society Office
10/21/08 VA McLean - Tyson CPA Center
10/21/08 OK Oklahoma City - Society Office
10/24/08 MO Kansas City - MSCPA Learning Center
10/24/08 TN Pigeon Forge - Music Road Resort & Convention Center
10/24/08 MI Livonia- VisTaTech Center Schoolcraft College
11/03/08 WI Neenah - Bridgewood Resort Hotel
11/03/08 NH Manchester-Society Office
11/06/08 HI Honolulu - Ala Moana Hotel
11/11/08 NJ Iselin - Woodbridge Hilton
11/18/08 NE Grand Island - Interstate Holiday Inn
11/24/08 NC Charlotte - Asbury Park Grove
12/02/08 PA Mars - Sheraton Four Points
12/08/08 OH Strongville - Holiday Inn Select
12/09/08 SC Greenville - Embassy Suites
12/09/08 DE Wilmington - DE National Country Club
12/10/08 OH Fairfield - Receptions Conference Center
12/15/08 LA Kenner - Society Office
12/19/08 LA Lafayette - Hilton

CDAA
Current Developments in Accounting, Auditing, and the Accounting Profession
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
12/08/08 LA Lafayette - Hilton

CFOG
Clearing the Fog in Advanced LLC and Partnership Structuring
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/28/08 AZ Phoenix - Society Office
11/14/08 NJ Roseland - Society Office

CGFB
The Complete Guide to Fringe Benefits
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/27/08 PA Mars - Sheraton Four Points
11/07/08 SC W. Columbia - Society Office
11/24/08 NC Greensboro - High Point Marriott
12/04/08 PA Philadelphia - Society Office
12/09/08 LA Baton Rouge - Red Lion Inn

CGLB
The Complete Guide to Liquidation of Business Entities
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/20/08 CO Durango - Strater Hotel
10/22/08 CO Denver - Society Office
11/17/08 NM Albuquerque-NM Society Office

CGPT
The Complete Guide to Payroll Taxes and 1099 Issues
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/17/08 PA Bethlehem -Best Western Lehigh Valley Hotel
10/24/08 IA Des Moines- ISCPA Training Center
10/28/08 PA Mars - Sheraton Four Points
10/29/08 TX Houston - Houston Chapter Training Facility
10/30/08 TX Austin - Austin Chapter Training Facility
10/31/08 TX Dallas - Dallas Chapter Training Facility
10/31/08 MN Bloomington-Society Office
11/05/08 HI Honolulu - Ala Moana Hotel
11/25/08 NC Greensboro - High Point Marriott
12/05/08 PA Philadelphia - Society Office
12/08/08 LA Baton Rouge - Red Lion Inn
12/11/08 NJ Roseland - Society Office
12/18/08 SC W. Columbia - Society Office

CIRA
Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, Roth IRAs, SIMPLEs, and SEPs
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/17/08 OH Dayton - Sinclair Community College
10/20/08 LA Lafayette- Hotel Acadiana
10/20/08 CO Glenwood Springs - Ramada Inn and Suites
10/23/08 CO Denver - Society Office
11/03/08 NC Charlotte - Charlotte Marriott Executive Park
11/03/08 VA Charlottesville- Omni Charlotesville Hotel
11/10/08 WA Bellevue-Society Office
12/12/08 VT Colchester - Hampton Inn & Conference Center
12/16/08 GA Duluth - Gwinnett Center
12/16/08 PA Philadelphia - Society Office
12/22/08 PA Harrisburg - Wildwood Conference Center

DRMM
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/20/08 PA Mars - Sheraton Four Points
11/05/08 NC Durham- The Solution Center
11/07/08 IA Des Moines - Comfort Suites
11/13/08 LA Monroe - Holiday Inn Hotel & Suites
11/21/08 MO St. Louis - MSCPA Learning Center
12/01/08 WI Madison - Crowne Plaza
12/01/08 NJ Iselin - Woodbridge Hilton
12/08/08 NM Albuquerque-NM Society Office
12/11/08 LA Kenner - Society Office
12/11/08 NE Ashland - Mahoney State Park (Kiewit Lodge)
12/18/08 AZ Phoenix - Society Office

EIRE
The Complete Guide to Employment Issues -- Reducing the Employer's Risk
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/27/08 OK Tulsa - University of Phoenix
12/18/08 NC Raleigh - North Raleigh Hilton
02/26/09 SC W. Columbia - Society Office
03/20/09 WA Bellevue-Society Office
03/23/09 PA Philadelphia - Society Office
03/30/09 NJ Iselin - Woodbridge Hilton
04/20/09 PA Pittsburgh

EPBB
The Top 50 Bloopers and Blunders and How to Fix Them: Estate Planning and Administration
If you didn't find the course you want in a location or time that is convenient,
click here to order a self-study version.
Date State Location
10/21/08 NJ Voorhees - The Mansion on Main Street
10/22/08 OR Portland - Shilo Inn Suites Hotel
11/03/08 AZ Phoenix - Society Office
11/03/08 PA Mars - Sheraton Four Points
11/18/08 VA Glen Allen- Society Office
11/18/08 OK Oklahoma City - Society Office
11/21/08 NH Manchester-Society Office
12/01/08 NC Raleigh - North Raleigh Hilton
12/30/08 MD Jessup (Columbia) - Columbia Holiday Inn

ETXL
Significant Ethical Considerations In Your Tax Practice
Date State Location
10/29/08 RI Providence - Society Office
10/29/08 RI Providence - Society Office
11/19/08 IN Indianapolis - Society Office
11/19/08 IN Indianapolis - Society Office

F990
Preparing the New Redefined Form 990 for Nonprofit Organizations
Date State Location
11/14/08 VT Burlington - Sheraton Burlington Hotel and Conference Center
11/17/08 MA Natick - Crowne Plaza Hotel
11/20/08 DE Wilmington - DE National Country Club