Surgent McCoy CPE, LLC: CPE seminars and online self-study for CPAs plus staff-level training

Discussion Leaders

Surgent McCoy CPE, LLC is looking for successful professionals with proven experience in public speaking and many years of technical expertise in their field to teach on a part-time, independent contractor basis. Since we work with state societies all over the country, our discussion leaders must be able to travel and must be available to teach in two- and three-day clusters. If you meet the above criteria and are interested in teaching, please complete the following questionnaire.

Last name:

First name:

Middle initial:

Company Name:

Mailing Address:

City, State:

Zipcode:

Phone:

Fax:

Email:

Describe your present position:

Would there be any conflicts of interest between teaching and your present position?

Yes No

Degrees held:

Advanced degrees held:

Professional Designations held:

Do you have any teaching / training / public speaking experience?

Yes No

What subjects, for whom and when?

List evaluation scores from previous teaching experiences:
(Be prepared to supply hard copy evaluations upon request.)

Select the courses you would be comfortable teaching
Click on the course title for a description

	1041	Fiduciary Income Tax Returns - Form 1041 Workshop
	ACEP	Advanced Concepts in Estate Planning
	ACL4	Limited Liability Companies and Partnerships: Losses, Liquidations Terminations, Continuations, and Sales
	ACS4	S Corporations: Compensation, Redemptions and Estate Planning
	ACTL	Surgent McCoy's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
	ACTS	Surgent McCoy's Advanced Critical Tax Issues for S Corporations
	AFIT	Advanced Federal Income Taxation of Estates, Trusts, and Beneficiaries and Advanced 1041 Return Preparation Issues
	AP41	Advanced Form 1041 Practice Workshop
	APLW	Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under §754 and Related Provisions
	AST1	Surgent McCoy's Basic Audit Staff Training -- Level I
	AST2	Surgent McCoy's Experienced Audit Staff Training -- Level II
	AST3	Surgent McCoy's Beginning In-Charge Training -- Level III
	AST4	Surgent McCoy's Experienced In-Charge Training -- Level IV
	AST5	Surgent McCoy's Management Skills Training -- Level V
	ATFB	Advanced Technical Tax Forms Training -- LLCs, S Corporations and Partnerships
	ATFI	Advanced Technical Tax Forms Training -- Form 1040 Issues
	ATKN	The Essential Audit Toolkit: Best Practices for Smaller Entities
	AWAC	Surgent McCoy's Audit Workshop: Best Practices for Audits in Compliance with Government Auditing Standards and OMB Circular A-133
	AWPD	Surgent McCoy's Audit Workshop: Best Practices in Planning & Designing a High-Quality and Profitable Audit
	BCP4	S Corp and Partnership and LLC Tax Update
	BCPE	The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy
	BFTU	The Best Federal Tax Update Course by Surgent McCoy
	BIT4	Individual Income Tax Update
	BITU	The Best Individual Income Tax Update Course by Surgent McCoy
	BTB4	S Corporation and C Corporation Tax Mistakes and How to Fix Them
	BTBB	The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them
	BTP4	Partnerships and LLC Tax Mistakes Practitioners Make and How to Fix Them
	BTPS	Make Money for You and Your Clients: Surgent McCoy's Top Business Tax Planning Strategies
	CCCB	Fraud: Catching the Crooks Who Cook the Books
	CCT4	Choosing the Right Business Entity
	CCTA	Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies
	CDAA	Current Developments in Accounting, Auditing, and the Accounting Profession: An Overview for 2010
	CDEC	Internal Controls Design, Evaluation and Communication for Smaller Entities
	CFOG	Clearing the Fog in Advanced LLC and Partnership Structuring
	CGFB	The Complete Guide to Fringe Benefits
	CGLB	The Complete Guide to Liquidation of Business Entities
	CGPT	The Complete Guide to Payroll Taxes and 1099 Issues
	CIRA	Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, Roth IRAs, SIMPLEs, and SEPs
	COP4	Converting Your Pension and IRAS to Roth IRAS -- A Major New Strategy Your Clients Must Consider
	COPI	Converting Your Pension and IRAs to Roth IRAs -- A Major New Strategy Your Clients Must Consider
	CWRS	Case Studies in Improving Writing and Research Skills for Tax Professionals
	DRM4	Tax Ideas and Money Management in Retirement
	DRMM	Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement
	EIRE	The Complete Guide to Employment Issues - Reducing the Employer's Risk
	EPB4	Estate Planning Mistakes Practitioners Make and How to Fix Them:
	EPBB	The Top 50 Mistakes Practitioners Make and How to Fix Them: Estate Planning and Administration
	ERAW	Effectively and Efficiently Reviewing Audit Workpapers: The Line of Defense Against Deficient Audits
	ERTW	Effectively and Efficiently Revewing Tax Returns in Busy Season
	F990	Preparing the Form 990 for Nonprofit Organizations
	FPTC	Surgent McCoy's Individual and Financial-Planning Tax Camp
	FSAI	Analyzing and Interpreting Financial Statements
	GAP1	Is There a Gap in your GAAP? Series 1
	GAP2	Is There a Gap in your GAAP? Series 2
	GATE	A Complete Guide to the Administration of Trusts and Estates
	GIBB	The Top 50 Mistakes Practitioners Make in Nonprofit Taxation and Governance Issues and How to Fix Them
	GIFT	Federal Estate and Gift Tax Returns -- Forms 706 and 709 Workshop
	HMBI	Surgent McCoy's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
	ICFO	Financial Dilemmas and Calamities -- CFOs and Senior Financial Managers in Industry at the Forefront: A Case Study Approach
	IDIC	Protecting Your Clients Against Identity Theft, Investment Fraud, and Consumer Fraud
	IEFP	The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2010
	IFRS	IFRS in A Day
	INB4	Individual Income Tax Return Mistakes and How to Fix Them
	INBB	The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning
	IPSC	Surgent McCoy's Guide to Understanding the Key Issues and Preparing S Corporation Tax Returns
	IRSM	The Top 50 Mistakes Practitioners Make and How to Fix Them: Dealing with the Internal Revenue Service
	ISBG	IFRS for Smaller Entities vs. U.S. GAAP: A Study in How the Financial Statements Look and Feel Different
	ITGF	Industry Tax Guide to Fringe Benefits and Selected Payroll Issues
	ITPS	Make Money for You and Your Clients: Surgent McCoy's Top Individual Tax Planning Strategies
	LCLL	Surgent McCoy's Case Studies in the Life Cycle of a Limited Liability Company
	LCSC	Surgent McCoy's Case Studies in the Life Cycle of an S Corporation
	LLPW	Surgent McCoy's Limited Liability Company and Partnership Tax Return Preparation Workshop
	LP10	Surgent McCoy's Top 10 Tax Issues in Dealing with LLCs and Partnerships
	LTBO	Legal Toolkit for Business Owners, Controllers, and CPAs
	MBAD	MBA in a Day!
	MFEP	Mastering the Fundamentals of Estate Planning
	MMBE	Multiplying Your Tax and Business Benefits Using Multiple Business Entities
	MSTU	Surgent McCoy's Multistate Tax Update
	NABB	The Top 50 Nonpublic Audit Mistakes Practitioners Make and How to Fix Them
	NEXU	Learn to Do a Nexus Study to Build Your State and Local Tax Practice
	NLEP	What You Need to Do Now in Estate Planning Under the New Tax Law
	NTAB	Negotiations and Tax Aspects of Buying and Selling a Business
	PCTR	Preparing C Corporation Tax Returns for New Staff and Para-Professionals
	PITR	Preparing Individual Tax Returns for New Staff and Para-Professionals
	PLPS	The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns
	PNPR	Preparing the Nonprofit Series of Tax Returns (Forms 990-N, 990-EZ, 990, 990-T, and 990-PF) for New Staff and Para-Professionals
	REBB	The Top 50 Tax Mistakes Practitioners Make In Real Estate Investments and How to Fix Them
	SATC	Surgent McCoy's Federal Tax Camp
	SBRP	Small Business Retirement Plan Review: New Roth 401(k)s, Keoghs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs
	SSR4	Understanding Social Security and Planning Effectively
	SSR4	Understanding Social Security and Planning Effectively
	SSRB	Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
	STRI	Surgent McCoy's Advanced Individual Income Tax Return Issues
	STTT	Surgent McCoy's 2010 Top Tax Topics
	TAIC	Surgent McCoy's Practical Guide to Better Substantive Testing and Auditing of Internal Controls
	TCT4	Overview, Life Insurance and Other Sophisticated Trusts
	TCTW	The Complete Trust Workshop
	TDAP	Surgent McCoy's Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions from Acquisition to Exchange or Disposition
	TMAL	Tax Malpractice: Understanding Your Risk and Protecting Yourself and Your Firm
	TPGS	Surgent McCoy's 2010 Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs
	TSSG	Surgent McCoy's 1040 Tax Season Survival Guide
	UAET	Understanding Accounting Issues for Estates and Trusts: Meeting Your Accounting and Auditing CPE Requirements

What is your teaching availability?

Weekdays Weekends

Has your professional license ever been suspended/revoked?

Yes No

When?

For what reason?

10.

Have you been involved in any legal/ethical disputes?

Yes No

When?

For what reason?

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