Courses

• All
• Seminars
• Webinars
• Self-Study

• Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $159.00 | Non-Member Price $219.00 | Taxes: 4.00

  Mar 18, 2026
  9:00am–12:30pm Webinar

• Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues

  Business Law, Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $279.00 | Non-Member Price $399.00 | Business Law: 5.00, Taxes: 3.00

  Mar 18, 2026
  9:00am–5:00pm Webinar

• Surgent's Industry Accountant Key Performance Metrics

  Consulting Services Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $279.00 | Non-Member Price $399.00 | Management Advisory Services: 8.00

  Mar 18, 2026
  9:00am–5:00pm Webinar

• Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Taxes: 2.00

  Mar 18, 2026
  2:00pm–4:00pm Webinar

• Surgent's Raising Financially Capable Children

  Specialized Knowledge Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Specialized Knowledge: 2.00

  Mar 18, 2026
  2:00pm–4:00pm Webinar

• Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor

  Business Law Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Business Law: 2.00

  Mar 18, 2026
  11:00am–1:00pm Webinar

• Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $194.00 | Taxes: 3.00

  Mar 18, 2026
  2:00pm–5:00pm Webinar

• Surgent's Achieving High Levels of Compliance and Customer Service in YourOrganization

  Consulting Services Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $159.00 | Non-Member Price $219.00 | Management Advisory Services: 4.00

  Mar 19, 2026
  9:00am–12:30pm Webinar

• Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

  Auditing Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $299.00 | Non-Member Price $419.00 | Auditing: 8.00

  Mar 19, 2026
  9:00am–5:00pm Webinar

• Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances

  Accounting, Consulting Services Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Accounting: 1.00, Management Advisory Services: 1.00

  Mar 19, 2026
  1:00pm–3:00pm Webinar

• Surgent's Government and Nonprofit Frauds and Controls to Stop Them

  Auditing (Governmental) Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $159.00 | Non-Member Price $219.00 | Auditing (Governm.): 4.00

  Mar 19, 2026
  9:00am–12:30pm Webinar

• Surgent's How to Effectively Represent Clients Under IRS Audit

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Taxes: 2.00

  Mar 19, 2026
  10:00am–12:00pm Webinar

• Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping

  Technology Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Computer Science: 2.00

  Mar 19, 2026
  2:00pm–4:00pm Webinar

• Surgent's Social Security: Dispelling Common Myths with Essential Truths

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $119.00 | Non-Member Price $149.00 | Taxes: 2.00

  Mar 19, 2026
  11:00am–1:00pm Webinar

• Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Taxes: 2.00

  Mar 19, 2026
  3:00pm–5:00pm Webinar

• Surgent's Virtual Currency: Keeping Up with the Tax Code

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Taxes: 2.00

  Mar 19, 2026
  10:00am–12:00pm Webinar

• Surgent's A Complete Guide to Form 1099-K

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Taxes: 2.00

  Mar 20, 2026
  10:00am–12:00pm Webinar

• Surgent's Examining ASC 842, Leases: More Than Meets the Eye

  Accounting Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $159.00 | Non-Member Price $219.00 | Accounting: 4.00

  Mar 20, 2026
  1:30pm–5:00pm Webinar

• Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success

  Consulting Services Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $159.00 | Non-Member Price $219.00 | Management Advisory Services: 4.00

  Mar 20, 2026
  1:00pm–4:30pm Webinar

• Surgent's Skills to Enhance Personal and Professional Networks

  Communications Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Communications: 2.00

  Mar 20, 2026
  12:00pm–2:00pm Webinar