Click here to order self-study courses. Self-study
ESTATE AND TRUST COURSES
available in On-line, CD, and Text Formats


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

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

1041

Fiduciary Income Tax Returns - Form 1041 Workshop

16

Taxes

AP41

Advanced Form 1041 Practice Workshop

12

Taxes

BEUC

The Best Estate-Planning Update Course by Surgent McCoy

10

Taxes

EPBB

The Top 50 Bloopers and Blunders 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 2007

12

Taxes

MFEP

Mastering the Fundamentals of Estate Planning

10

Taxes

PMEP

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

12

Taxes

SCEP

Selected Critical Issues for the Estate Planner

16

Taxes

TCTW

The Complete Trust Workshop

20

Taxes


Untitled

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