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Pennsylvania CPE Course List

Pennsylvania (PA) CPE courses for Certified Public Accountants (CPAs), Enrolled Agents (EAs), tax preparers and other financial professionals include both live webinars and self-study courses.

Surgent McCoy CPE, LLC has provided live CPE seminars in conjunction with the Pennsylvania Institute of CPAs (PICPA) for 30 years.  Now, Surgent continues that partnership while also offering Pennsylvania CPAs the convenience of completing their CPE through hundreds of live webinar and self-study options.

Meet your CPE requirement, stay compliant, and gain practical knowledge you can really use with Surgent.  Surgent live webinars and self-study courses offer the highest quality and convenience for Pennsylvania CPAs, Enrolled Agents, tax preparers, and other financial professionals.
Interested in live seminars? Check out the upcoming live events in Pennsylvania:

Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms (1041)

Date


Location


9/29/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/8/2016 Trevose (Phila) - Crowne Plaza of Bucks County


Audit Skills Training: Level 1 – New Auditors- Consecutive 2-Day Course (1AUD)

Date


Location


11/1/2016 Malvern (Phila) - Penn State Main Bldg
11/2/2016 Malvern (Phila) - Penn State Main Bldg


Audit Skills Training: Level 2 – Staff Accountant- Consecutive 2-Day Course (2AUD)

Date


Location


9/28/2016 Malvern (Phila) - Penn State Main Bldg
9/29/2016 Malvern (Phila) - Penn State Main Bldg


Accounting and Reporting Update for Tax Practitioners (AAUP)

Date


Location


12/8/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/28/2016 Philadelphia - Society Office


Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (ACTL)

Date


Location


12/15/2016 Philadelphia - Society Office


Advanced Critical Tax Issues for S Corporations (ACTS)

Date


Location


12/16/2016 Malvern (Phila) - Penn State Main Bldg


Audits of 401(k) Plans: New Developments and Critical Issues for an Effective and Efficient Audit (AFPL)

Date


Location


11/7/2016 Harrisburg - Best Western Premier
11/8/2016 Philadelphia - Society Office
12/7/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Advanced Form 1041 Practice Workshop (AP41)

Date


Location


11/3/2016 Malvern (Phila) - Penn State Main Bldg


Advanced Technical Tax Forms Training – LLCs, S Corporations, and Partnerships (ATFB)

Date


Location


12/5/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/19/2016 Malvern (Phila) - Penn State Main Bldg


Advanced Technical Tax Forms Training – Form 1040 Issues (ATFI)

Date


Location


12/2/2016 Malvern (Phila) - Penn State Main Bldg
12/16/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Best S Corporation, Limited Liability, and Partnership Update (BCPE)

Date


Location


11/10/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/11/2016 Malvern (Phila) - Penn State Main Bldg
12/12/2016 Harrisburg - Best Western Premier


Best Federal Tax Update (BFTU)

Date


Location


10/20/2016 Titusville - Cross Creek Resort
11/4/2016 Greensburg - Ramada (was 4Pts Sheraton)
11/15/2016 Malvern (Phila) - Penn State Main Bldg
11/29/2016 Trevose (Phila) - Crowne Plaza of Bucks County
12/1/2016 King of Prussia - Valley Forge Crowne Plaza
12/1/2016 Wilkes Barre - Woodlands Inn & Resort
12/2/2016 Williamsport - Holiday Inn Downtown
12/6/2016 Mars (Pittsb) - Doubletree N.Pittsb (was Sheraton)


Best Individual Income Tax Update (BITU)

Date


Location


10/27/2016 Bethlehem -Best Western Lehigh Valley Hotel
10/28/2016 Wyomissing - Crowne Plaza
11/10/2016 Trevose (Phila) - Crowne Plaza of Bucks County
11/11/2016 Mars (Pittsb) - Doubletree N.Pittsb (was Sheraton)
12/1/2016 Harrisburg - Best Western Premier
12/5/2016 Erie-Ambassador Banquet & Conference Center


Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them (BTBB)

Date


Location


10/27/2016 Summerdale - Conf.Ctr. at Central Penn College
11/1/2016 Philadelphia - Society Office
12/20/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Casual Tax Preparer: 1040 Forms Update for 2016 (CASU)

Date


Location


12/20/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/28/2016 Trevose (Phila) - Crowne Plaza of Bucks County
12/29/2016 Harrisburg - Best Western Premier


Choosing the Best Entity Structure Under the Tax Law in 2016 (CBES)

Date


Location


11/7/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Successful Strategies for Fraud Prevention and Detection (CFVV)

Date


Location


11/4/2016 Summerdale - Conf.Ctr. at Central Penn College
11/14/2016 Philadelphia - Society Office


Complete Guide to Payroll Taxes and 1099 Issues (CGPT)

Date


Location


11/16/2016 Harrisburg - Best Western Premier
11/17/2016 Malvern (Phila) - Penn State Main Bldg


Construction Contractors: Critical Accounting, Auditing, and Tax Issues in Today’s Environment (CONS)

Date


Location


12/29/2016 Trevose (Phila) - Crowne Plaza of Bucks County


Critical Tax Issues and Planning for Accounting Periods, Methods, Related Party Transactions, and Form 3115 (CTIP)

Date


Location


11/2/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/16/2016 Harrisburg - Best Western Premier
11/17/2016 Philadelphia - Society Office


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

Date


Location


11/29/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/13/2016 Philadelphia - Society Office


Effective and Efficient Senior-Level Review of Individual Tax Returns (ERTW)

Date


Location


11/22/2016 Trevose (Phila) - Crowne Plaza of Bucks County
12/21/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
1/12/2017 Philadelphia - Society Office


Hot IRS Tax Examination Issues for Individuals and Businesses (EXIB)

Date


Location


10/24/2016 Harrisburg - Best Western Premier
10/25/2016 Malvern (Phila) - Penn State Main Bldg


Comprehensive Accounting Issues of Estates and Trusts: Fiduciary Accounting and Tax Issues (FACT)

Date


Location


11/1/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/4/2016 Malvern (Phila) - Penn State Main Bldg


Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (FANG)

Date


Location


10/18/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/30/2016 Harrisburg - Best Western Premier


Focus on the Mission: Not-for-Profit Accounting and Reporting Today and Tomorrow (FMIS)

Date


Location


11/3/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/12/2016 Philadelphia - Society Office


Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI)

Date


Location


10/26/2016 Malvern (Phila) - Penn State Main Bldg
11/8/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


From Hiring to Firing and Everything In Between: Legal, Tax, and Health Care Issues (HTOF)

Date


Location


10/27/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/19/2016 Malvern (Phila) - Penn State Main Bldg


Intermediate Core Tax Issues in Partnerships and LLCs (ICIL)

Date


Location


10/31/2016 Trevose (Phila) - Crowne Plaza of Bucks County
12/19/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2016 (IEFP)

Date


Location


10/24/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
10/28/2016 Malvern (Phila) - Penn State Main Bldg


Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning (INBB)

Date


Location


10/18/2016 Philadelphia - Society Office


IRA Boot Camp (IRAB)

Date


Location


9/27/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/13/2016 Wilmington - Doubletree Hotel


Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries (ITEB)

Date


Location


11/21/2016 Malvern (Phila) - Penn State Main Bldg


K-1 Boot Camp for S Corporations and LLCs (K1SL)

Date


Location


9/30/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/9/2016 Malvern (Phila) - Penn State Main Bldg


Top 10 Tax Issues in Dealing with LLCs and Partnerships (LP10)

Date


Location


10/25/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


MBA in a Day! (MBAD)

Date


Location


11/17/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/18/2016 Malvern (Phila) - Penn State Main Bldg


Mastering the Fundamentals of Estate and Gift Tax Planning (MFEP)

Date


Location


11/8/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Multigenerational Financial and Tax Planning for Clients (MGEN)

Date


Location


11/2/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/22/2016 Malvern (Phila) - Penn State Main Bldg


Getting Ready for Busy Season: A Guide to New Forms, Filing Issues, and Other Critical Developments (NFFI)

Date


Location


12/12/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/20/2016 Philadelphia - Society Office


Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond (OBCR)

Date


Location


11/9/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/2/2016 Trevose (Phila) - Crowne Plaza of Bucks County


Getting More Active with the Passive Activity Rules and the Net Investment Income Tax (PAIT)

Date


Location


10/18/2016 Trevose (Phila) - Crowne Plaza of Bucks County
11/7/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Preparing Individual Tax Returns for New Staff and Para-Professionals (PITR)

Date


Location


12/15/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/30/2016 Trevose (Phila) - Crowne Plaza of Bucks County
1/16/2017 Philadelphia - Society Office


CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLFB)

Date


Location


10/24/2016 Malvern (Phila) - Penn State Main Bldg
11/17/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Estate and Life Planning Issues for the Middle-Income Client (PMIC)

Date


Location


11/30/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/14/2016 Malvern (Phila) - Penn State Main Bldg


Federal Tax Camp (SATC)

Date


Location


11/3/2016 Mars (Pittsb) - Doubletree N.Pittsb (was Sheraton)
11/16/2016 Altoona - Blair Convention Center
12/15/2016 Malvern (Phila) - Penn State Conf Ctr


How to Settle an Estate for a Client from A to Z (SEAZ)

Date


Location


12/6/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/9/2016 Malvern (Phila) - Penn State Main Bldg


Buying and Selling a Business: Critical Tax and Structuring Issues (SELL)

Date


Location


11/22/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/14/2016 Malvern (Phila) - Penn State Main Bldg


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

Date


Location


10/28/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/18/2016 Malvern (Phila) - Penn State Main Bldg


Advanced Individual Income Tax Return Issues (STRI)

Date


Location


12/13/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/21/2016 Trevose (Phila) - Crowne Plaza of Bucks County
1/13/2017 Philadelphia - Society Office


Sweeping Your Workpapers for Landmines: Avoiding Deficient Audits (SWLD)

Date


Location


10/26/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Tax Forms Boot Camp: LLCs and Partnerships (TBCL)

Date


Location


9/28/2016 Malvern (Phila) - Penn State Main Bldg


Tax Forms Boot Camp: S Corporations (TBCS)

Date


Location


9/29/2016 Malvern (Phila) - Penn State Main Bldg


Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs (TCBU)

Date


Location


9/27/2016 Malvern (Phila) - Penn State Main Bldg


Current Developments and Best Practices for Today's CFOs and Controllers (TCFO)

Date


Location


10/25/2016 Philadelphia - Society Office
11/18/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Complete Trust Workshop (TCTW)

Date


Location


12/7/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/8/2016 Trevose (Phila) - Crowne Plaza of Bucks County


Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions from Acquisition to Exchange or Disposition (TDAP)

Date


Location


11/15/2016 Trevose (Phila) - Crowne Plaza of Bucks County
12/22/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC)

Date


Location


12/9/2016 Malvern (Phila) - Penn State Main Bldg
12/14/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
1/9/2017 Philadelphia - Society Office


2016 Annual Tax-Planning Guide for S Corporation, Partnerships, and LLCs (TPGS)

Date


Location


9/30/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Top 10 Tax Topics of 2016 (TTEN)

Date


Location


11/14/2016 Harrisburg - Sheraton Harrisburg Hershey (was Wynd)
11/16/2016 Philadelphia - Society Office
11/21/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance


Essential Course for Performing Single Audits Under the New Uniform Guidance for Federal Awards (UGID)

Date


Location


10/17/2016 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/5/2016 Harrisburg - Best Western Premier
12/6/2016 Malvern (Phila) - Penn State Main Bldg

To reserve your seat at an upcoming Surgent live seminar, please search for any of the above events on the Pennsylvania Institute of Certified Public Accountants website.

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