Surgent McCoy’s Comprehensive CPE Library
Now with 94 unique courses!

Now, you no longer have to pick and choose your favorite courses for you and your firm. With our new and improved library package, almost every course in the Surgent McCoy curriculum is right at your fingertips! Whether you are a sole practitioner or your firm has hundreds of CPAs, the Library serves as an invaluable reference source while fulfilling all of your CPE needs. Courses range from 2-20 credit hours and cover topics in estate and retirement planning, business entities, accounting and auditing, management consulting, individual tax, industry, and tax update - including all of our famous “best of” series!

Choose one of two options for purchase:

Combination CD-ROM/online version: The option to access any Library course on a CD-ROM, or download from the Internet to your hard drive. Take the exams online, and receive your certificate immediately by email.

1 user, 1-year subscription $495.00
Each additional user $149.00
Each optional textbook $ 20.00
Shipping and handling $ 14.95 + $6.75/book
(FREE until Nov. 30)

Downloadable online version: Access to all Library courses in downloadable online version - save to your hard drive for easy reference. All you need is Acrobat Reader. All exams taken online - receive your CPE certificate instantly!

1 user, 1-year subscription $475.00
Each additional user $149.00
Each optional textbook $ 20.00

The library includes the following courses:

6 Tax Update courses

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

BCPE

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

12

Taxes

BEUC

The Best Estate-Planning Update Course by Surgent McCoy

10

Taxes

BFTU

The Best Federal Tax Update Course by Surgent McCoy

12

Taxes

BITU

The Best Individual Income Tax Update Course by Surgent McCoy

12

Taxes

STTT

Surgent McCoy's 2006 Top Tax Topics
8

Taxes

TSSG Surgent McCoy's 1040 Tax Season Survival Guide
10
Taxes

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12 Individual Tax courses

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

BILI

How to Beat the IRS Legally: Tax Planning and Strategies for Individuals

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

IAMT
Surgent McCoy’s Guide to Individual AMT: Planning Issues and Pitfalls
2
Taxes
ITIO
International Tax Issues for Individuals -- Going Overseas and Coming to the United States
10
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

SCUS
Saving for College Using Coverdell Educational Savings Accounts and 529 Plans
2

Taxes

SIFM
Tax Aspects of Splitting Income with Family Members to Reduce Taxes
2

Taxes

TASR
Tax Aspects of Purchase and Sale of a Principal Residence
2

Taxes

TBCE
Tax Benefits for College Education
2

Taxes

TXDE
Surgent McCoy’s Guide to Tax-Deferred Exchanges
2
Taxes

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19 LLC, Partnership, S Corporation, and C Corporation courses

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

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

10

Taxes

ACTS
Surgent McCoy's Advanced Critical Tax Issues for S Corporations

10

Taxes

BILB

How to Beat the IRS Legally: Tax Planning and Strategies for the Closely Held Business

20

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

CTSS
Calculating Tax Basis for a Subchapter S Corporation
2

Taxes

ERTI
Employment and Retirement Tax Issues for Members of an LLC
2

Taxes

FISC
Formation Issues of an S Corporation
2

Taxes

FLLC
Tax Issues in Formation of the Limited Liability Company
2

Taxes

GOAM
General Operations and Accounting Methods of an S Corporation
2

Taxes

ILLC
Introduction to the Limited Liability Company
2

Taxes

IPSC

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

8

Taxes

ISEE
Introduction to S Corporations - Eligibility and Elections
2

Taxes

ITCO
International Tax Issues for Small and Medium-Sized Businesses -- Going Overseas and Coming to the United States
10
Taxes
LTIL
Liquidation and Termination Issues for LLCs
2

Taxes

PCTR

Preparing Corporate Tax Returns for New Staff and Para-Professionals

10

Taxes

PLPS

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

16

Taxes

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15 Estate Planning courses

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

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

HSEO

How to Settle an Estate - An Overview

2

Taxes

IEFP

The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2006
12

Taxes

ITTE

Introduction to the Income Taxes of Trusts and Estates
2

Taxes

LITP

Using Life Insurance Trusts in Estate Planning
2

Taxes

MFEP

Mastering the Fundamentals of Estate Planning

10

Taxes

PMEP

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

12

Taxes

RETU

Understanding the Role of Executors and Trustees

2

Taxes

SCEP
Selected Critical Issues for the Estate Planner

16

Taxes

TCTW

The Complete Trust Workshop!

20

Taxes

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15 Retirement and Pension Plans, Investments, and Insurance courses

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

CECP

What Every Professional Should Know About Elder-Care Planning

8

Taxes

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

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)

ROTH

Tax Issues and Planning Using Roth IRAs

2

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

10

Taxes

SSRB
Social Security Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
8

Taxes

STRP

Advanced Strategies and Tactics of Wealth Accumulation and Retirement Planning

10

Taxes

TADI
Tax Aspects of Distributions from an IRA
2

Taxes

TPSP
Understanding the Tax Aspects of Profits Sharing Plans
2

Taxes

UNRI
Understanding Traditional IRAs
2
Taxes
UTAS
Understanding the Tax Aspects of SIMPLE IRAs
2

Taxes

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12 Business, Industry, and Special Practice Area courses

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

CGFB

The Complete Guide to Fringe Benefits

12

Taxes

CGPT

The Complete Guide to Payroll Taxes and 1099 Issues

16

Taxes

DASP
Surgent McCoy's Complete Guide to Tax Depreciation, Amortization, and Sale of Property -- Issues, Planning, and Answers
8

Taxes

EIRE

The Complete Guide to Employment Issues – Reducing the Employer’s Risk

8

Business Law (6) Taxes (2)

GOLD
Surgent McCoy's Gold Mine of Great Tax Strategies for the Real Estate Investor
12

Taxes

ITGF
Industry Tax Guide to Fringe Benefits and Selected Payroll Issues
8

Taxes

LTBO

Legal Toolkit for Business Owners, Controllers, and CPAs

8

Business Law

NTAB

Negotiations and Tax Aspects of Buying and Selling a Business

12

Taxes

SGTR

Surgent McCoy's Guide to Tax Research: Doing it Smarter, Better, and Faster

8

Taxes

STFB
Statutory Fringe Benefits from A to Z
2
Taxes
TAHC
Tax Aspects of Health Benefits for Employers and the Self-Employed
2
Taxes
TTCR
Toolbox for the Preparation of Tax Compliance Returns: Forms 990, 709, and 5500

10

Taxes

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12 Accounting and Auditing courses

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

AAIM

A Practical Approach to Asset Impairment and Retirement Accounting

2

Accounting

ADPF

A Fraud Update for 2006: New Approaches to Detecting and Preventing Fraud

2

Auditing

AREV

Analytical Review: A Hands-On Approach

2

Auditing

CDAA

Current Developments in Accounting, Auditing, and the Accounting Profession
12

Accounting (9), Auditing (3)

CREV

Compilation and Review Update for 2006 -- Recently Issued SSARS

2

Accounting

CTBA

OCBOA: A Guide to Cash and Tax Basis Accounting

2

Accounting

FAS2

Accounting Standards Update for 2006: What Is Happening at the FASB

2

Accounting

IACS

Independence and Controllership Services

2

Accounting

IFIN

Implementing Fin #46: A Practical, Five-Step Approach to SPEs and VIEs

2

Accounting

PDEV

Professional Developments Update -- Rapid-Fire Update on What is Happening in the World of Business and Its Effect on the Accounting Profession

2

Accounting

SGFO
Surgent McCoy's Guide to Compilation, Review, and the Cash and Tax Basis of Accounting
12

Accounting

SOXL
The Sarbanes-Oxely Act and Corporate Goverance
4

Auditing

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3 Management Consulting courses

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

BFDM
Surgent McCoy's Complete Guide to Budgeting and Forecasting for Decision Making
8

Finance

CASH
Surgent McCoy's Complete Guide to Cash Flow Analysis and Asset Management Consulting
8

Management Advisory Services

IVMU The Inventory Course -- Valuations, Methods, and Uniform Capitalization
8
Taxes (4) Accounting (4)

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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
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