|
ACRONYM |
COURSE TITLE |
CREDIT
HOURS
|
FIELD OF STUDY |
|---|---|---|---|
|
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy |
12
|
Taxes |
|
|
10
|
Taxes |
||
|
12
|
Taxes |
||
|
The Best Individual Income Tax Update Course by Surgent McCoy |
12
|
Taxes |
|
| Surgent McCoy's 2006 Top Tax Topics |
8
|
Taxes |
|
| TSSG | Surgent McCoy's 1040 Tax Season Survival Guide |
10
|
Taxes
|
|
ACRONYM |
COURSE TITLE |
CREDIT
HOURS
|
FIELD OF STUDY |
|---|---|---|---|
How to Beat the IRS Legally: Tax Planning and Strategies for Individuals |
12 |
Taxes |
|
10 |
Taxes (5), Administrative Practice (5) |
||
|
How to Avoid Getting Burned in a Divorce: Tax Traps, Tricks, and Planning |
8
|
Taxes |
|
|
2
|
Taxes
|
||
| International Tax Issues for Individuals -- Going Overseas and Coming to the United States |
10
|
Taxes
|
|
|
Preparing Individual Tax Returns for New Staff and Para-Professionals |
8
|
Taxes |
|
Critical Tax Planning Strategies and Issues in Owning a Principal Residence or Vacation Home |
8 |
Taxes |
|
| Saving for College Using Coverdell Educational Savings Accounts and 529 Plans |
2
|
Taxes |
|
| Tax Aspects of Splitting Income with Family Members to Reduce Taxes |
2
|
Taxes |
|
| Tax Aspects of Purchase and Sale of a Principal Residence |
2
|
Taxes |
|
| Tax Benefits for College Education |
2
|
Taxes |
|
|
2
|
Taxes
|
19 LLC, Partnership, S Corporation, and C Corporation courses
|
ACRONYM |
COURSE TITLE |
CREDIT
HOURS
|
FIELD OF STUDY |
|---|---|---|---|
| Surgent McCoy's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships | 10 |
Taxes |
|
| Surgent McCoy's Advanced Critical Tax Issues for S Corporations | 10 |
Taxes |
|
How to Beat the IRS Legally: Tax Planning and Strategies for the Closely Held Business |
20 |
Taxes |
|
|
8
|
Taxes |
||
Clearing the Fog in Advanced LLC and Partnership Structuring |
8 |
Taxes |
|
|
12
|
Taxes |
||
|
The Complete Guide to Partnerships and Limited Liability Companies |
12
|
Taxes |
|
| Calculating Tax Basis for a Subchapter S Corporation |
2
|
Taxes |
|
| Employment and Retirement Tax Issues for Members of an LLC |
2
|
Taxes |
|
| Formation Issues of an S Corporation |
2
|
Taxes |
|
| Tax Issues in Formation of the Limited Liability Company |
2
|
Taxes |
|
| General Operations and Accounting Methods of an S Corporation |
2
|
Taxes |
|
| Introduction to the Limited Liability Company |
2
|
Taxes |
|
Surgent McCoy's Guide to Understanding the Key Issues and Preparing S Corporation Tax Returns |
8 |
Taxes |
|
| Introduction to S Corporations - Eligibility and Elections |
2
|
Taxes |
|
| International Tax Issues for Small and Medium-Sized Businesses -- Going Overseas and Coming to the United States |
10
|
Taxes
|
|
| Liquidation and Termination Issues for LLCs |
2
|
Taxes |
|
|
Preparing Corporate Tax Returns for New Staff and Para-Professionals |
10
|
Taxes |
|
|
16
|
Taxes |
|
ACRONYM |
COURSE TITLE |
CREDIT
HOURS
|
FIELD OF STUDY |
|---|---|---|---|
|
16
|
Taxes |
||
|
12
|
Taxes |
||
|
Advanced Estate-Planning and Valuation Issues for the Closely Held Business Owner |
10
|
Taxes |
|
| Estate and Business-Succession Planning Using Life Insurance |
10
|
Taxes |
|
|
A Complete Guide to the Administration of Trusts and Estates |
10
|
Taxes |
|
|
Federal Estate and Gift Tax Returns – Forms 706 and 709 Workshop |
16
|
Taxes |
|
|
2
|
Taxes |
||
| The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2006 |
12
|
Taxes |
|
| Introduction to the Income Taxes of Trusts and Estates |
2
|
Taxes |
|
| Using Life Insurance Trusts in Estate Planning |
2
|
Taxes |
|
|
10
|
Taxes |
||
|
12
|
Taxes |
||
|
2
|
Taxes |
||
| Selected Critical Issues for the Estate Planner | 16 |
Taxes |
|
|
20
|
Taxes |
15 Retirement and Pension Plans, Investments, and Insurance courses
|
ACRONYM |
COURSE TITLE |
CREDIT
HOURS
|
FIELD OF STUDY |
|---|---|---|---|
|
What Every Professional Should Know About Elder-Care Planning |
8
|
Taxes |
|
|
What Every CPA Should Know About Life Insurance Products and Planning |
10
|
Taxes (5), Administrative Practice (5) |
|
20 |
Taxes |
||
| Everything You Need to Know About Retirement Plan Distributions |
10
|
Taxes |
|
|
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement |
16
|
Administrative Practice (8) Taxes (8) |
|
|
Surgent McCoy's Guide to Wall Street Investments and Their New Tax Implications |
10 |
Administrative Practice (7) Taxes (3) |
|
|
2
|
Taxes |
||
| Surgent McCoy's Guide to Designing and Administering the New Roth 401(k), Traditional 401(k), SIMPLE, and Cafeteria Plans | 12 |
Taxes |
|
| Small Business Retirement Plan Review: New Roth 401(k)s, Keoghs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs | 10 |
Taxes |
|
8 |
Taxes |
||
|
Advanced Strategies and Tactics of Wealth Accumulation and Retirement Planning |
10
|
Taxes |
|
| Tax Aspects of Distributions from an IRA |
2
|
Taxes |
|
| Understanding the Tax Aspects of Profits Sharing Plans |
2
|
Taxes |
|
|
2
|
Taxes
|
||
| Understanding the Tax Aspects of SIMPLE IRAs |
2
|
Taxes |
12 Business, Industry, and Special Practice Area courses
|
ACRONYM |
COURSE TITLE |
CREDIT HOURS |
FIELD OF STUDY |
|---|---|---|---|
|
12
|
Taxes |
||
|
16
|
Taxes |
||
|
8
|
Taxes |
||
|
The Complete Guide to Employment Issues – Reducing the Employer’s Risk |
8
|
Business Law (6) Taxes (2) |
|
| Surgent McCoy's Gold Mine of Great Tax Strategies for the Real Estate Investor |
12
|
Taxes |
|
| Industry Tax Guide to Fringe Benefits and Selected Payroll Issues |
8
|
Taxes |
|
|
8
|
Business Law |
||
|
Negotiations and Tax Aspects of Buying and Selling a Business |
12
|
Taxes |
|
|
Surgent McCoy's Guide to Tax Research: Doing it Smarter, Better, and Faster |
8 |
Taxes |
|
|
2
|
Taxes
|
||
2 |
Taxes |
||
| Toolbox for the Preparation of Tax Compliance Returns: Forms 990, 709, and 5500 | 10 |
Taxes |
12 Accounting and Auditing courses
|
ACRONYM |
COURSE TITLE |
CREDIT HOURS |
FIELD OF STUDY |
|---|---|---|---|
A Practical Approach to Asset Impairment and Retirement Accounting |
2 |
Accounting |
|
A Fraud Update for 2006: New Approaches to Detecting and Preventing Fraud |
2 |
Auditing |
|
2 |
Auditing |
||
| Current Developments in Accounting, Auditing, and the Accounting Profession | 12 |
Accounting (9), Auditing (3) |
|
Compilation and Review Update for 2006 -- Recently Issued SSARS |
2 |
Accounting |
|
2 |
Accounting |
||
Accounting Standards Update for 2006: What Is Happening at the FASB |
2 |
Accounting |
|
2 |
Accounting |
||
2 |
Accounting |
||
2 |
Accounting |
||
| Surgent McCoy's Guide to Compilation, Review, and the Cash and Tax Basis of Accounting | 12 |
Accounting |
|
| The Sarbanes-Oxely Act and Corporate Goverance | 4 |
Auditing |
3 Management Consulting courses
|
ACRONYM |
COURSE TITLE |
CREDIT
HOURS
|
FIELD OF STUDY |
|---|---|---|---|
|
8
|
Finance |
||
|
8
|
Management Advisory Services |
||
| IVMU | The Inventory Course -- Valuations, Methods, and Uniform Capitalization |
8
|
Taxes (4) Accounting (4)
|
|
designation
programs | live seminars | in-house
seminars | self-study courses
Surgent McCoy CPE, LLC |