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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

AAIM

A Practical Approach to Asset Impairment and Retirement Accounting (online only)

2

Accounting

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

ADPF

A Fraud Update for 2007: New Approaches to Detecting and Preventing Fraud (online only)

2

Auditing

AP41

Advanced Form 1041 Practice Workshop

12

Taxes

AREV

Analytical Review: A Hands-On Approach (online only)

2

Auditing

ARRC

Surgent McCoy's Practical Guide to Advanced Revenue Recognition Concepts

4

Accounting

AST1

Surgent McCoy's Basic Audit Staff Training -- Level I (see description for course format)

16

Regulatory Ethics (3.5) and Auditing (12.5)

AST2

Surgent McCoy's Experienced Audit Staff Training -- Level II (see description for course format)

16

Auditing

AST3

Surgent McCoy's Beginning In-Charge Training -- Level III (see description for course format)

16

Auditing

AST4

Surgent McCoy's Experienced In-Charge Training -- Level IV (see description for course format)

16

Auditing (6), Communications (7), and Business Management & Organization (3)

AST5

Surgent McCoy's Management Skills Training -- Level V (see description for course format)

8

Marketing (4), Personnel/HR (2), and Management Advisory Services (2)

AUTP

Understanding Fin No. 48: A Practical Guide to Accounting for Uncertain Tax Positions (online only)

2

Accounting

AWAC

Surgent McCoy's Audit Workshop: Best Practices for Audits in Compliance with Government Auditing Standards and OMB Circular A-133

8

Auditing

AWPD

Surgent McCoy's Audit Workshop: Best Practices in Planning & Designing a High-Quality and Profitable Audit

8

Auditing

BCP2

The Best S Corporation, Limited Liability and Partnership Update Course by Surgent McCoy: Recent Developments (online only)

2

Taxes

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

BFDM

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

8

Finance

BFTU

The Best Federal Tax Update Course by Surgent McCoy

12

Taxes

BIL2

How to Beat the IRS Legally: Tax Planning and Strategies for Individuals – Special Circumstances (online only)

2

Taxes

BILB

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

20

Taxes

BILI

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

12

Taxes

BIT2

The Best Individual Income Tax Update Course by Surgent McCoy – Fringe Benefit Tax Update (online only)

2

Taxes

BITU

The Best Individual Income Tax Update Course by Surgent McCoy

12

Taxes

BTBB

The Top 50 Business Tax Bloopers and Blunders and How to Fix Them

8

Taxes

CARU

Compilation and Review Update for 2007: What's Happening, and What's in the Pipeline (online only)

2

Accounting

CASH

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

8

Management Advisory Services

CCCB

Fraud: Catching the Crooks Who Cook the Books

10

Auditing

CCT2

Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies: The Professional Practice (online only)

2

Taxes

CCTA

Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies

8

Taxes

CDAA

Current Developments in Accounting, Auditing, and the Accounting Profession: An Overview for 2007

12

Accounting (9), Auditing (3)

CECP

What Every Professional Should Know About Elder-Care Planning

8

Taxes

CFOG

Clearing the Fog in Advanced LLC and Partnership Structuring

8

Taxes

CGCC

The Complete Guide to C Corporations: Issues and Answers

8

Taxes

CGFB

The Complete Guide to Fringe Benefits

12

Taxes

CGFP

Surgent McCoy's Complete Guide to Personal Financial Planning

10

Taxes (5), Administrative Practice (5)

CGLB

The Complete Guide to Liquidation of Business Entities

12

Taxes

CGPT

The Complete Guide to Payroll Taxes and 1099 Issues

16

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

CLLC

The Complete Guide to Partnerships and Limited Liability Companies

12

Taxes

CREV

Compilation and Review Update for 2007 -- Recently Issued SSARS (online only)

2

Accounting

CRPD

Everything You Need to Know About Retirement Plan Distributions

10

Taxes

CTBA

OCBOA: A Guide to Cash and Tax Basis Accounting (online only)

2

Accounting

CTSS

Calculating Tax Basis for a Subchapter S Corporation (online only)

2

Taxes

CULO

Customer Loyalty: Cost vs. Benefits -- A Quantitative Approach

4

Management Advisory Services

DRMM

Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement

16

Administrative Practice (8), Taxes (8)

DTTP

How to Avoid Getting Burned in a Divorce: Tax Traps, Tricks, and Planning

8

Taxes

EAF4

Ethics and the Attest Function: A 4-Hour Update *

4

Regulatory Ethics

EAF8

Ethics and the Attest Function: An 8-Hour Update *

8

Regulatory Ethics

EFFR

Ethics and the Attest Function and Fraudulent Financial Reporting * (online only)

2

Regulatory Ethics

EFLA

Ethics for Florida

4

Regulatory Ethics

EGEN

General Ethics for Accountants *

4

Regulatory Ethics (2), Behavioral Ethics (2)

EIRE

The Complete Guide to Employment Issues - Reducing the Employer's Risk

8

Business Law (6), Taxes (2)

EMIS

Ethics for Mississippi (online only)

3

Regulatory Ethics

ENYK

Ethics for New York

4

Regulatory Ethics

EOHI

Ethics for Ohio

4

Regulatory Ethics

EOUT

A 2007 Update on Ethical Responsibilities in Tax Practice, Outsourcing, and Independence * (online only)

2

Regulatory Ethics

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

ERAC

A Guide to Ethical Responsibilities Under the AICPA Code and Independence and Advisory Services * (online only)

2

Regulatory Ethics

ERTI

Employment and Retirement Tax Issues for Members of an LLC (online only)

2

Taxes

ESLI

Estate and Business-Succession Planning Using Life Insurance

10

Taxes

ETX1

Ethical Considerations in Your Tax Practice: Part 1 * (online only)

2

Regulatory Ethics

ETX2

Ethical Considerations in Your Tax Practice: Part 2 * (online only)

2

Regulatory Ethics

EWAS

Ethics for Washington

4

Regulatory Ethics

FAS2

Accounting Standards Update for 2007: What Is Happening at the FASB (online only)

2

Accounting

FASB

Surgent McCoy's 2007 FASB/SAS Update Course

12

Accounting (9) Auditing (3)

FCFL

Free Cash Flow: A Tool to Manage Your Business More Effectively

4

Management Advisory Services

FISC

Formation Issues of an S Corporation (online only)

2

Taxes

FLLC

Tax Issues in Formation of the Limited Liability Company (online only)

2

Taxes

GATE

A Complete Guide to the Administration of Trusts and Estates

10

Taxes

GBMM

The CPA's Guide to Business Marketing and Management Strategies (online only)

2

Marketing (1), Management Advisory Services (1)

GBPR

Government, Business, and Personal Retirement Plans, Strategies, and Taxes in a Nutshell (online only)

2

Taxes

GIFT

Federal Estate and Gift Tax Returns -- Forms 706 and 709 Workshop

16

Taxes

GOAM

General Operations and Accounting Methods of an S Corporation (online only)

2

Taxes

GOLD

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

12

Taxes

GRCT

Surgent McCoy's Ground Rules for Consolidated Tax Returns

8

Taxes

GSFP

The CPA's Guide to Successful Financial Planning Strategies and Concepts (online only)

2

Finance

GWSI

Surgent McCoy's Guide to Wall Street Investments and Their New Tax Implications

10

Administrative Practice (7), Taxes (3)

HBIE

How Big Is the Elephant You Should Be Looking For? Materiality Decisions Under the New 2007 Risk Assessment Standards

4

Accounting (2), Auditing (2)

HSEO

How to Settle an Estate - An Overview (online only)

2

Taxes

IACS

Independence and Controllership Services (online only)

2

Accounting

IAMT

Surgent McCoy's Guide to Individual AMT: Planning Issues and Pitfalls (online only)

2

Taxes

IEFP

The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2007

12

Taxes

IFIN

Implementing Fin #46R: A Practical, Five-Step Approach to SPEs and VIEs (online only)

2

Accounting

ILLC

Introduction to the Limited Liability Company (online only)

2

Taxes

INBB

The Top 50 Bloopers and Blunders and How to Fix Them: Individual Tax and Financial Planning

8

Taxes

INTC

Internal Control: A Practical Approach to Preventing Misstatements in Closely-Held Companies (online only)

2

Auditing

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 (online only)

2

Taxes

ISFR

Implementing SAS No. 99: Finding Fraudulent Financial Reporting and Asset-Misappropriation Schemes

8

Auditing

ITCO

International Tax Issues for Small and Medium-Sized Businesses -- Going Overseas and Coming to the United States

10

Taxes

ITGF

Industry Tax Guide to Fringe Benefits and Selected Payroll Issues

8

Taxes

ITIO

International Tax Issues for Individuals -- Going Overseas and Coming to the United States

10

Taxes

ITTE

Introduction to the Income Taxation of Trusts and Estates (online only)

2

Taxes

IVMU

The Inventory Course -- Valuations, Methods, and Uniform Capitalization

8

Taxes (4), Accounting (4)

LITP

Using Life Insurance Trusts in Estate Planning (online only)

2

Taxes

LLPW

Surgent McCoy's Limited Liability Company and Partnership Tax Return Preparation Workshop

8

Taxes

LTBO

Legal Toolkit for Business Owners, Controllers, and CPAs

8

Business Law

LTIL

Liquidation and Termination Issues for LLCs (online only)

2

Taxes

MANU

Surgent McCoy's Tax Workshop on the New Manufacturers'/Producers' Deduction

8

Taxes

MBAD

MBA in a Day!

12

Finance (6), Marketing (4), Economics (2)

MFEP

Mastering the Fundamentals of Estate Planning

10

Taxes

NABB

The Top 50 Nonpublic Audit Bloopers and Blunders and How to Fix Them

8

Auditing

NRAS

Changing your Audit Approach to Comply with the New Risk Assessment SASs

8

Auditing

NTAB

Negotiations and Tax Aspects of Buying and Selling a Business

12

Taxes

OHPI

Health Savings Accounts, Long-Term Care, Nursing Homes, and Other Health Planning Issues (online only)

2

Taxes (1), Finance (1)

PCTR

Preparing Corporate Tax Returns for New Staff and Para-Professionals

10

Taxes

PDEV

Professional Developments Update for 2007 -- Recent Events in the Business World and Their Effect on the Accounting Profession (online only)

2

Accounting

PITR

Preparing Individual Tax Returns for New Staff and Para-Professionals

8

Taxes

PLPS

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

16

Taxes

PMEP

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

12

Taxes

PPES

Protecting the Practitioner from NEW Preparer Penalties and Ethical Standards Beginning on January 1, 2008

2

Taxes

PRVH

Critical Tax Planning Strategies and Issues in Owning a Principal Residence or Vacation Home

8

Taxes

QCTL

Quality Control in the CPA Firm: Recent Developments (online only)

2

Auditing

REBB

The Top 50 Tax Bloopers and Blunders in Real Estate Investments and How to Fix Them

8

Taxes

REDZ

Within the Red Zone of Your Retirement: Tax Planning Strategies for Getting to the Goal Line Without Fumbling

10

Taxes

RETU

Understanding the Role of Executors and Trustees (online only)

2

Taxes

RISK

Risk Based Auditing: A Practical Approach to SAS 104 thru SAS 111 (online only)

2

Auditing

RMM1

Retirement Money Management 1 -- Process and Concepts (online only)

2

Taxes (1), Finance (1)

RMM2

Retirement Money Management 2 -- Building the Nest Egg (online only)

2

Taxes (1), Finance (1)

RMM3

Retirement Money Management 3 -- Making It Last (online only)

2

Taxes (1), Finance (1)

ROTH

Tax Issues and Planning Using Roth IRAs (online only)

2

Taxes

RRIH

Revenue Recogniton Is Hot -- Dont Get Burned! Basics of Revenue Recognition

4

Accounting

RTSC

Surgent McCoy's Guide to Designing and Administering the New Roth 401(k), Traditional 401(k), SIMPLE, and Cafeteria Plans

12

Taxes

SASU

SAS No. 99 Update: What We Have Learned About Fraud, and How It Should Affect the Audit (online only)

2

Auditing

SBRP

Small Business Retirement Plan Review: New Roth 401(k)s, Keoghs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs

12

Taxes

SCEP

Selected Critical Issues for the Estate Planner

16

Taxes

SCUS

Saving for College Using Coverdell Educational Savings Accounts and 529 Plans (online only)

2

Taxes

SGFO

Surgent McCoy's 2007 Guide to Compilation, Review, and the Cash and Tax Basis of Accounting

12

Accounting

SGTR

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

8

Taxes

SIFM

Tax Aspects of Splitting Income with Family Members to Reduce Taxes (online only)

2

Taxes

SITS

Surgent McCoy's Individual Income Tax School

16

Taxes

SOXL

The Sarbanes-Oxley Act and Corporate Goverance

4

Auditing

SSRB

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

8

Taxes

STFB

Statutory Fringe Benefits from A to Z (online only)

2

Taxes

STRI

Surgent McCoy's Advanced Individual Income Tax Return Issues

12

Taxes

STTT

Surgent McCoy's 2007 Top Tax Topics

8

Taxes

TADI

Tax Aspects of Distributions from an IRA (online only)

2

Taxes

TAHC

Tax Aspects of Health Benefits for Employers and the Self-Employed (online only)

2

Taxes

TAIC

Surgent McCoy's Practical Guide to Better Substantive Testing and Auditing of Internal Controls

8

Auditing

TASR

Tax Aspects of Purchase and Sale of a Principal Residence (online only)

2

Taxes

TBCE

Tax Benefits for College Education (online only)

2

Taxes

TCTW

The Complete Trust Workshop

20

Taxes

TIPA

Tax Issues and Planning for Post-Retirement Distributions from Qualified Plans and IRAs (online only)

2

Taxes

TIPB

Tax Issues and Planning for Pre-Retirement Distributions from Qualified Plans and IRAs (online only)

2

Taxes

TPOS

Tax Positions: An Integrated Approach to Ethical, Independence, and Financial Reporting Issues (online only)

2

Accounting

TPSP

Understanding the Tax Aspects of Profit Sharing Plans (online only)

2

Taxes

TSSG

Surgent McCoy's 1040 Tax Season Survival Guide

10

Taxes

TTCR

Toolbox for the Preparation of Tax Compliance Returns: Forms 990, 709, and 5500

10

Taxes

TXDE

Surgent McCoy's Guide to Tax-Deferred Exchanges (online only)

2

Taxes

UFVA

Understanding Fair Value Accounting: A Practical Approach to Statement No. 157 and Its Impact on Financial Reporting (online only)

2

Accounting

ULTI

The Ultimate Guide to Legal and Tax Update Issues for the Industry CPA

8

Taxes

UMDR

Tax Issues and Planning Under the Uniform Minimum Distribution Rules (online only)

2

Taxes

UNRI

Understanding Traditional IRAs (online only)

2

Taxes

UTAS

Understanding the Tax Aspects of SIMPLE IRAs (online only)

2

Taxes

* Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require courses to include state laws and regulations. This course should apply in AR, CO, CT, HI, IA, IN, KS, MA, MD, ME, MI, MN, MO, MT, NE, NH, NV, OK, and RI. Please check with your state board if you are in doubt.


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