Surgent and Associates: List of self-study library courses

Surgent McCoy ’s Comprehensive CPE Library (2004)
78 courses & over 600 hours of CPE…our biggest and best self-study package ever!

The 2004 library includes the following courses:

7 Tax Update courses
BCPE, BEUC, BFTU, BITU, BTII, STTT, TSSG
9 Individual Tax courses
ATPI, CGFP, DTTP, ITIO, PITR, TBCE, SCUS, TASR, SIFM
20 LLC, Partnership, S Corporation, and C Corporation courses
ALLC, ATSC, CCTA, CGLB, CLLC, ESCI, ITCO, PCTR, PLPS, PPTR, PSCO, SCCA, ILLC, FLLC, ERTI, LTIL, ISEE, CTSS, GOAM, FISC
15 Estate Planning courses
1041, AP41, CTEP, EPVI, ESLI, GATE, GIFT, IEFP, MFEP, PMEP, TCTW, LITP, ITTE, HSEO, RETU
14 Retirement, Pension, Investments, and Insurance courses
5500, CASC, CECP, CIPP, CMFA, CRPD, DRMM, IRAS, RPSE, STRP, ROTH, UTAS, TADI, TPSP
8 Business, Industry, and Special practice area courses
CGFB, CGPT, DASP, EIRE, GOLD, ITGF, LTBO, NTAB
2 Accounting and Auditing courses
CDAA, SGFO
3 Management Consulting courses
BFDM, CASH, IV

Effective Jan. 1, 2004, all self-study courses sold by Surgent comply with QAS guidelines and the new standards of the NASBA Registry. One hour of CPE credit is awarded for every 50 minutes. Credits may vary in some states; please check with your State Board of Accountancy.

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

7 Tax Update courses

ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
BCPE	The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent and Associates	12	Taxation
BEUC	The Best Estate-Planning Update Course by Surgent and Associates	10	Taxation
BFTU *	The Best Federal Tax Update Course by Surgent and Associates	12	Taxation
BITU	The Best Individual Income Tax Update Course by Surgent and Associates	12	Taxation
BTII	Business Tax Update and Planning Ideas for Industry	10	Taxation
STTT	Surgent’s 2004 Top Ten Tax Topics	8	Taxation
TSSG	Surgent's 1040 Tax Season Survival Guide	8	Taxation

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9 Individual Tax courses

ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
ATPI	All-New Aggressive Tax-Planning Ideas for Individuals (2004)	12	Taxation
CGFP	Surgent’s Complete Guide to Personal Financial Planning	8	Consulting Services (4) Taxation (4)
DTTP	How to Avoid Getting Burned in a Divorce: Tax Traps, Tricks, and Planning	8	Taxation
ITIO	International Tax Issues for Individuals -- Going Overseas and Coming to the United States	10	Taxation
PITR	Preparing Individual Tax Returns for New Staff and Para-Professionals	8	Taxation
SCUS	Saving for College Using Coverdell Educational Savings Accounts and 529 Plans	2	Taxation
SIFM	Tax Aspects of Splitting Income with Family Members to Reduce Taxes	2	Taxation
TASR	Tax Aspects of Purchase and Sale of a Principal Residence	2	Taxation
TBCE	Tax Benefits for College Education	2	Taxation

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

ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
ALLC	Advanced Tax Issues for Limited Liability Companies and Limited Liability Partnerships	10	Taxation
ATSC	All-New Aggressive Tax Planning for PSCs, S Corporations, and C Corporations (2004)	20	Taxation
CCTA	Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies	8	Taxation
CGLB	The Complete Guide to Liquidation of Business Entities	12	Taxation
CLLC	The Complete Guide to Partnerships and Limited Liability Companies	12	Taxation
CTSS	Calculating Tax Basis for a Subchapter S Corporation	2	Taxation
ERTI	Employment and Retirement Tax Issues for Members of an LLC	2	Taxation
ESCI	Evolving S Corporation Issues – Advanced Planning	10	Taxation
FISC	Formation Issues of an S Corporation	2	Taxation
FLLC	Tax Issues in Formation of the Limited Liability Company	2	Taxation
GOAM	General Operations and Accounting Methods of an S Corporation	2	Taxation
ILLC	Introduction to the Limited Liability Company	2	Taxation
ISEE	Introduction to S Corporations - Eligibility and Elections	2	Taxation
ITCO	International Tax Issues for Small and Medium-Sized Businesses -- Going Overseas and Coming to the United States	8	Taxation
LTIL	Liquidation and Termination Issues for LLCs	2	Taxation
PCTR	Preparing Corporate Tax Returns for New Staff and Para-Professionals	10	Taxation
PLPS	The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns	16	Taxation
PPTR	Surgent's Practical Guide to Preparing Partnership and LLC Federal Tax Returns	8	Taxation
PSCO	Surgent's Practical Guide to Preparing S Corporation Federal Tax Returns	8	Taxation
SCCA	S Corporations: A Comprehensive Analysis	8	Taxation

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15 Estate Planning courses

ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
1041	Fiduciary Income Tax Returns - Form 1041 Workshop	16	Taxation
AP41	Advanced Form 1041 Practice Workshop	12	Taxation
CTEP	Current Trends in Estate Planning – Sophisticated Applications	16	Taxation
EPVI	Advanced Estate-Planning and Valuation Issues for the Closely Held Business Owner	10	Taxation
ESLI	Estate and Business-Succession Planning Using Life Insurance	10	Taxation
GATE	A Complete Guide to the Administration of Trusts and Estates	10	Taxation
GIFT	Federal Estate and Gift Tax Returns – Forms 706 and 709 Workshop	16	Taxation
HSEO	How to Settle an Estate - An Overview	2	Taxation
IEFP	The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2004	12	Taxation
ITTE	Introduction to the Income Taxation of Trusts and Estates	2	Taxation
LITP	Using Life Insurance Trusts in Estate Planning	2	Taxation
MFEP	Mastering the Fundamentals of Estate Planning	10	Taxation
PMEP	Post-Mortem Estate Planning: Forms 706,1041, and 1040	12	Taxation
RETU	Understanding the Role of Executors and Trustees	2	Taxation
TCTW	The Complete Trust Workshop!	20	Taxation

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14 Retirement and Pension Plans, Investments, and Insurance courses

ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
5500	Everything You Need to Know About Preparing the Form 5500 Series	10	Taxation
CASC	Compliance and Administration of §401(k), SIMPLE, and Cafeteria Plans	12	Taxation
CECP	What Every Professional Should Know About Elder-Care Planning	8	Taxation
CIPP	What Every CPA Should Know About Life Insurance Products and Planning	10	Spec Knowl (5) Taxation (5)
CMFA	The Complete Guide to New Tax- Planning Strategies for College Funding and Maximizing Financial Aid	8	Taxation
CRPD	Everything You Need to Know About Retirement Plan Distributions	10	Taxation
DRMM	Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement	16	Consulting Services (8) Taxation (8)
IRAS	Everything You Need to Know About IRAs, Roth IRAs, SIMPLEs and SEPs	20	Taxation
ROTH	Tax Issues and Planning Using Roth IRAs	2	Taxation
RPSE	Retirement Plans for Small Employers: Design, Planning, Implementation, and Reporting	8	Taxation
STRP	Advanced Strategies and Tactics of Wealth Accumulation and Retirement Planning	8	Taxation
TADI	Tax Aspects of Distributions from an IRA	2	Taxation
TPSP	Understanding the Tax Aspects of Profits Sharing Plans	2	Taxation
UTAS	Understanding the Tax Aspects of SIMPLE IRAs	2	Taxation

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8 Business, Industry, and Special Practice Area courses

ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
CGFB	The Complete Guide to Fringe Benefits	12	Taxation
CGPT	The Complete Guide to Payroll Taxes and 1099 Issues	12	Taxation
DASP	Surgent's Complete Guide to Depreciation, Amortization, and Sale of Property -- Issues, Planning, and Answers	8	Taxation
EIRE	The Complete Guide to Employment Issues – Reducing the Employer’s Risk	8	Mgmt (6) Taxation (2)
GOLD	Surgent's Gold Mine of Great Tax Strategies for the Real Estate Investor	12	Taxation
ITGF	Industry Tax Guide to Fringe Benefits and Selected Payroll Issues	8	Taxation
LTBO	Legal Toolkit for Business Owners, Controllers, and CPAs	8	Management
NTAB	Negotiations and Tax Aspects of Buying and Selling a Business	12	Taxation

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2 Accounting and Auditing courses

ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
CDAA	Current Developments in Accounting, Auditing, and the Accounting Profession	12	Acctg & Auditing
SGFO	Surgent's Guide to Compilation, Review, and the Cash and Tax Basis of Accounting	12	Acctg & Auditing

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3 Management Consulting courses

ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
ACRONYM	COURSE TITLE	CREDIT HOURS	FIELD OF STUDY
BFDM	Surgent's Complete Guide to Budgeting and Forecasting for Decision Making	8	Management
CASH	Surgent's Complete Guide to Cash Flow Analysis and Asset Management Consulting	8	Management
IVMU	The Inventory Course -- Valuations, Methods, and Uniform Capitalization	8	Acctg & Auditing (4) Taxation (4)

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Surgent and Associates, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
surgent@surgent.com

Surgent McCoy ’s Comprehensive CPE Library (2004) 78 courses & over 600 hours of CPE…our biggest and best self-study package ever!

Surgent McCoy ’s Comprehensive CPE Library (2004)
78 courses & over 600 hours of CPE…our biggest and best self-study package ever!