Courses

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• Seminars
• Webinars
• Self-Study

• Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Nov 10, 2026
  9:00am–11:00am Webinar

• Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Nov 10, 2026
  10:00am–12:00pm Webinar

• Surgent's Agentic AI Foundations for Finance and Accounting

  Technology Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Computer Science: 2.00

  Nov 11, 2026
  1:00pm–3:00pm Webinar

• Surgent's Real Estate for Accounting and Finance Professionals

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Nov 11, 2026
  2:00pm–4:00pm Webinar

• Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals

  Personnel/HR Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Personnel/HR: 2.00

  Nov 11, 2026
  10:00am–12:00pm Webinar

• Surgent's Adapting to OBBBA Changes: A Strategic Review

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Nov 12, 2026
  1:00pm–3:00pm Webinar

• Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security

  Technology Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Computer Science: 2.00

  Nov 12, 2026
  1:00pm–3:00pm Webinar

• Surgent's Review and Analysis of Crucial OBBBA Changes

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Nov 12, 2026
  3:00pm–5:00pm Webinar

• Surgent’s Weekly Expert Hour

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $74.00 | Non-Member Price $74.00 | Taxes: 1.00

  Nov 12, 2026
  2:00pm–3:00pm Webinar

• Surgent's Make Resilience Work for You – An Accounting Leader’s Guide to a Holistic Approach for Managing Teams

  Business Management, Personal Development Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $129.00 | Non-Member Price $129.00 | Business Management & Organization: 1.00, Personal Development: 1.00

  Nov 13, 2026
  1:00pm–3:00pm Webinar

• Surgent's Purchase and Sale of a Residence: Critical Tax Issues

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Nov 13, 2026
  1:00pm–3:00pm Webinar

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

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $214.00 | Non-Member Price $214.00 | Taxes: 3.00

  Nov 13, 2026
  2:00pm–5:00pm Webinar

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

  Management Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Nov 16, 2026
  9:00am–12:30pm Webinar

• Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Nov 16, 2026
  1:00pm–3:00pm Webinar

• Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

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

  Member Price $129.00 | Non-Member Price $129.00 | Specialized Knowledge: 1.00, Taxes: 1.00

  Nov 16, 2026
  10:00am–12:00pm Webinar

• Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues

  Personnel/HR, Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $129.00 | Non-Member Price $129.00 | Personnel/HR: 1.00, Taxes: 1.00

  Nov 16, 2026
  1:00pm–3:00pm Webinar

• Surgent's Choosing the Right Business Entity

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Nov 17, 2026
  10:00am–12:00pm Webinar

• Surgent's Engaging and Managing Young Professionals

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

  Member Price $129.00 | Non-Member Price $129.00 | Business Management & Organization: 2.00

  Nov 17, 2026
  1:00pm–3:00pm Webinar

• Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals

  Technology Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Computer Science: 2.00

  Nov 18, 2026
  3:00pm–5:00pm Webinar

• Surgent's Guide to Partner Capital Account Reporting

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Nov 18, 2026
  10:00am–12:00pm Webinar