IN-FIRM TRAINING
Live Training

Surgent McCoy’s in-firm program brings training directly to you, the client.  This option allows each client the freedom to select the course content, discussion leader, location, timeframe, CPE sponsorship and logistics of the training.  Live in-firm training is an excellent alternative for clients looking to tailor CPE requirements to their own needs on their own terms. Please call for pricing.


For more information, contact Tammy Click at (800) 778-7436 ext. 9616 or clickt@cpenow.com
or Kristin Moretti at (800) 778-7436 ext. 9626 or morettik@cpenow.com


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 8 Taxes
1ST1 Staff Training in Taxation - Level 1 24 Taxes
1ST2 Staff Training in Taxation - Level 2 24 Taxes
1ST3 Staff Training in Taxation - Level 3 24 Taxes
ACTL Surgent McCoy's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships 8 Taxes
ACTS Surgent McCoy's Advanced Critical Tax Issues for S Corporations 8 Taxes
ADTS Advanced Tax Structures: Using Tiered Partnerships, Multiple Corporations, Series LLCs, and Disregarded Entities 8 Taxes
APLW Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under ยง754 and Related Provisions 8 Taxes
AST1 Surgent McCoy's Basic Audit Staff Training -- Level I 16 Regulatory Ethics (3.5) and Auditing (12.5)
AST2 Surgent McCoy's Experienced Audit Staff Training -- Level II 16 Auditing
AST3 Surgent McCoy's Beginning In-Charge Training -- Level III 16 Auditing
AST4 Surgent McCoy's Experienced In-Charge Training -- Level IV 16 Auditing (6), Communications (7), and Business Management & Organization (3)
AST5 Surgent McCoy's Management Skills Training -- Level V 8 Marketing (4), Personnel/HR (2), and Management Advisory Services (2)
ATFB Advanced Technical Tax Forms Training -- LLCs, S Corporations and Partnerships 8 Taxes
ATFI Advanced Technical Tax Forms Training -- Form 1040 Issues 8 Taxes
BCPE The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy 8 Taxes
BFTU The Best Federal Tax Update Course by Surgent McCoy 8 Taxes
BITU The Best Individual Income Tax Update Course by Surgent McCoy 8 Taxes
BTBB The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them 8 Taxes
CBES Choosing the Best Entity Structure Under the New Tax Law in 2011 8 Taxes
CDAA Current Developments in Accounting, Auditing, and the Accounting Profession: An Overview for 2011 8 Accounting (6), Auditing (2)
CFOG Clearing the Fog in Advanced LLC and Partnership Structuring 8 Taxes
CGLB The Complete Guide to Liquidation of Business Entities 8 Taxes
CR19 Compilation and Review: SSARS 19 Update 8 Accounting
CWRS Case Studies in Improving Writing and Research Skills for Tax Professionals 8 Taxes
ERTW Effective and Efficient Senior-Level Review of Tax Returns in Busy Season 8 Taxes
EXIB Hot IRS Tax Examination Issues for Individuals and Businesses
FACT Comprehensive Accounting Issues of Estates and Trusts: Fiduciary Accounting and Tax Issues 8 Accounting
GIFT Federal Estate and Gift Tax Returns -- Forms 706 and 709 Workshop 8 Taxes
HMBI Surgent McCoy's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships 8 Taxes
INBB The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning 8 Taxes
IPSC Surgent McCoy's Guide to Understanding the Key Issues in Preparing S Corporation Tax Returns 8 Taxes
IWAR Strategies and Tactics in the New War Against Higher Individual Taxes 8 Taxes
LCCC Surgent McCoy's Case Studies in the Life Cycle of a Closely-Held C Corporation 8 Taxes
LLPW Surgent McCoy's Limited Liability Company and Partnership Tax Return Preparation Workshop 8 Taxes
LWRK LLC Practitioner's Workshop: A Case Studies Approach 8 Taxes
MERG Surgent McCoy's Guide to Assets and Stock Sales, Mergers and Reorganizations 8 Taxes
MFEP Mastering the Fundamentals of Estate Planning 8 Taxes
MSTU Surgent McCoy's Multistate Tax Update 8 Taxes
NABB The Top 50 Nonpublic Audit Mistakes Practitioners Make and How to Fix Them 8 Auditing
NTAB Negotiations and Tax Aspects of Buying and Selling a Business 8 Taxes
PCTR Preparing C Corporation Tax Returns for New Staff and Para-Professionals 8 Taxes
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 8 Taxes
PNPR Fundamentals of Preparing the Nonprofit Series of Tax Returns (Forms 990-N, 990-EZ, 990, 990-T, and 990-PF) 8 Taxes
STRI Surgent McCoy's Advanced Individual Income Tax Return Issues 8 Taxes
SWRK S Corporation Practitioner's Workshop: A Case Studies Approach 8 Taxes
TAIC Surgent McCoy's Practical Guide to Better Substantive Testing and Auditing of Internal Controls 8 Auditing
TCTW The Complete Trust Workshop 8 Taxes
TDAP Surgent McCoy's Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions from Acquisition to Exchange or Disposition 8 Taxes
TERS Advanced Tips and Tricks of Investment Tax Management to Enhance Client Wealth Accumulation and Retirement Security 8 Taxes
TPGS Surgent McCoy's 2011 Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs 8 Taxes
TSSG Surgent McCoy's 1040 Tax Season Survival Guide 8 Taxes

Please call for pricing