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.
1. Last name:
  First name:
  Middle initial:
Company Name:  
Mailing Address:
City, State:

Zipcode:
, 
Phone:
Fax:
Email:
2.
 Describe your present position:
3. Would there be any conflicts of interest between teaching and your present position? Yes No
4. Degrees held:
  Advanced degrees held:
  Professional Designations held:
5. Do you have any teaching / training / public speaking experience? Yes     No    


What subjects, for whom and when?
6.

 List evaluation scores from previous teaching experiences:
(Be prepared to supply hard copy evaluations upon request.)
7.

 Select the courses you would be comfortable teaching
Click on the course title for a description
1041 Fiduciary Income Tax Returns - Form 1041 Workshop
A133 OMB A-133 From A To Z
AAU4 Current Issues In Accounting And Auditing: An Annual Update
AAYR A&A Year In Review: Exploring The Latest Issues And Challenges Facing CPAs
ACAU Annual Accounting And Auditing Update
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
ACU4 Annual Accounting Update
ADTS Advanced Tax Structures: Using Tiered Partnerships, Multiple Corporations, Series LLCs, and Disregarded Entities
AFPL Audits Of 401(K) Plans: New Developments And Critical Issues For An Effective And Efficient Audit
ANFP Auditing Not-For-Profit Entities: Superior Skills For An Effective And Efficient Audit
AP41 Advanced Form 1041 Practice Workshop
APLW Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under Section 754 and Related Provisions
ARN4 Accounting And Reporting For Not-For-Profits: Avoiding The Headaches And Heartaches
ARNP Accounting And Reporting For Not-For-Profits: Issues And Answers
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
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
AUU4 Annual Auditing Update
AWP4 Critical Things To Know For An Effective And Efficient Financial Statement Audit
AWPD Surgent McCoy's Audit Workshop: Best Practices in Planning and Designing a High-Quality and Profitable Audit
BCP4 S Corporation, Partnership, And LLC Tax Update
BCPE The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy
BFT4 Federal Tax Update
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
BSB4 Critical Tax Issues In Buying And Selling A Business
BTBB The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them
BTP4 Partnerships And LLCs: Avoiding Common Pitfalls Facing Practitioners
BTPS Make Money for You and Your Clients: Surgent McCoy's Top Business Tax Planning Strategies
BTS4 Key Partnership And S Corporation Tax Planning Strategies
CAM4 Corruption And Asset Misappropriation Schemes: The Top 25 Tips On How To Prevent And Detect Illegal Acts By Employees And Third Parties
CBE4 Choosing The Best Entity Structure
CBES Choosing the Best Entity Structure Under the Tax Law in 2013
CCCB Fraud: Catching the Crooks Who Cook the Books
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, SIMPLEs, SEPs, and Roths
CMCT OCBOA: Preparing And Reporting On Cash, Modified Cash And Tax Basis Financial Statements
CMS4 Protecting You And Your Company From Corruption And Misappropriation Schemes
CMT4 Preparing OCBOA Financial Statements: Cash, Modified Cash And Tax Basis
CONS Construction Contractors: Critical Accounting, Auditing, And Tax Issues In Today’s Environment
CPE4 Should Client Expenditures be Capitalized or Expensed? A Guide to the New IRS Regulations
CRAU Compilations And Reviews: Engagement Performance And Annual Update
CRU4 Compilation And Review Guide And Update
DRMM Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement
ERA4 Reviewing Financial Statement Audit Workpapers: The Most Critical Quality Control Considerations
ERAW Effectively and Efficiently Reviewing Audit Workpapers: The First Line of Defense Against Deficient Audits
ERTW Effective and Efficient Senior-Level Review of Individual Tax Returns
ETH4 Ethical Considerations For CPAs
EXIB Hot IRS Tax Examination Issues for Individuals and Businesses
EXT4 Ethical Considerations In Your Tax Practice
FACT Comprehensive Accounting Issues of Estates and Trusts: Fiduciary Accounting and Tax Issues
FAI4 Fair Value Accounting: Guidance for Practitioners and CPAs In Business and Industry
FAIR Fair Value Accounting: Making The Complex Issues Understandable
FAN4 Fraud In Not-For-Profits And Governments
FANG Fraud & Abuse In Not-For-Profit Entities & Governments: Stealing From Everyone
FAUR FASB Annual Update And Review: Critical Developments For All CPAs
FFR4 Fraud And Financial Reporting: Don’t Be The Next Victim!
FLO4 The Statement Of Cash Flows: Preparation Guidance & Presentation Illustrations
FOA4 Forensic Accounting: Critical Phases Of An Effective Fraud Investigation
FOAC Forensic Accounting: A Comprehensive Guide To Conducting Financial Fraud Investigations
FPTC Surgent McCoy's Individual and Financial-Planning Tax Camp
FRFS Financial Reporting Framework for Small and Medium-Sized Entities
FSD4 Financial Statement Disclosures: Guide To Current Requirements And Developing Issues
FUR4 Annual FASB Update And Review
GAU4 Latest Developments In Government And Nonprofit Auditing 2013
GCA4 Gaining A Competitive Advantage: Critical Skills For CFOs And Controllers
GIFT Federal Estate and Gift Tax Returns - Forms 706 and 709 Workshop
GNAA Latest Developments In Government And Nonprofit Accounting And Auditing 2013
GNFR I See It! Bringing Into Focus The New Clarified Auditing Standards
GVAA Latest Developments In Governmental Accounting And Auditing 2013
HMB4 Mastering Basis Issues For S Corporations, Partnerships, And LLCs
HMBI Surgent McCoy’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
HTOF From Hiring To Firing & Everything In Between: Legal, Tax, & Health Care Issues
IEFP The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2013
IFB4 Innovative Forecasting & Budgeting: Moving Beyond The Traditional Techniques
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
ISB4 IFRS For Nonissuers: What In The World Is Happening?
ISBG IFRS for Smaller Entities vs. U.S. GAAP: A Study in How the Financial Statements Look and Feel Different
ITEB Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries
ITP4 Individual Tax Planning Ideas For 2013
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
MBAD MBA in a Day!
MFEP Mastering the Fundamentals of Estate and Gift Tax Planning
MFS4 Financial Reporting Fraud: The Top 25 Tips On How To Prevent And Detect Executives And Managers From Manipulating Financial Statements
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
NFFI Getting Ready For Busy Season: A Guide To New Forms, Filing Issues, And Other Critical Developments
NLE4 Estate Planning: What To Do In 2013
NLEP What You Need To Do Now In Estate Planning Under the New Tax Law
NMED New Medicine: Key Issues that CPAs Need to Know About the New Health Care Bill
NPA4 Accounting And Reporting For Not-For-Profits: Avoiding The Timekillers And Painkillers
NPAA Latest Developments In Nonprofit Accounting And Auditing 2013
OCFR Occupational Fraud: The Top 50 Tips On How To Prevent Executives, Managers, And Employees From Stealing And Not Getting Caught
OMB4 Critical Early Determinations In OMB A-133 Audits
PCTR Preparing C Corporation Tax Returns for New Staff and Para-Professionals
PITR Preparing Individual Tax Returns for New Staff and Para-Professionals
PLFB CFO/Controller's Roadmap To Organization Success With Integrated Planning Forecasting And Budgeting
PLPS The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns
PMI4 Select Estate And Life Planning Issues For The Middle-Income Client
PMIC Estate And Life Planning Issues For The Middle-Income Client
RERE Revenue Recognition: A New Day Is Dawning
RUSA Reading, Understanding, And Structuring LLC And Partnership Agreements From A CPA's Perspective
RWFR Real-World Fraud: War Stories From The Front Lines
SATC Surgent McCoy's Federal Tax Camp
SEAZ How To Settle An Estate For A Client From A To Z
SORF Service Organization Reporting Frameworks: Life After SAS 70
SRPL New Critical Decisions in Selecting the Best Retirement Plan for Small Businesses in 2013
SSR4 Maximizing Your Social Security Benefits
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
TAIC Surgent McCoy's Practical Guide to Better Substantive Testing and Auditing of Internal Controls
TCF4 Controller/CFO Update: Hot Topics Facing Today's Financial Professional
TCFO Current Developments And Best Practices For Today's CFOs And Controllers
TCTW The Complete Trust Workshop!
TDAP Surgent McCoy's Comprehensive Guide To Tax Depreciation, Amortization, And Property Transactions From Acquisition To Exchange Or Disposition
TDE4 Thriving In A Chaotic Economic Environment: Planning And Strategy Formulation For Your Organization
TPGS Surgent McCoy's 2013 Annual Tax Planning Guide for S Corporations, Partnerships, and LLCs
TXCU Shortcuts To Tax Cuts: Individual Tax, Social Security, And Retirement Planning Tools And Strategies
UIC4 Critical Internal Control Concepts Under The Updated Internal Control Framework
UICF Exploring The Updated Internal Control Framework: Critical Concepts In Design, Evaluation, Implementation, And Monitoring
YBK4 Performing Financial Audits Under The Yellow Book
YBYB A Complete Guide To The Yellow Book
8.

 What is your teaching availability? Weekdays     Weekends    
9.

 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?