Courses

• All
• Seminars
• Webinars
• Self-Study

• 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

  Feb 4, 2027
  1:00pm–3:00pm Webinar

• Surgent's Introduction to Required Minimum Distributions

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Feb 5, 2027
  2:00pm–4:00pm Webinar

• Surgent's What Tax Practitioners Need to Know About Medicare

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Feb 5, 2027
  10:00am–12:00pm 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

  Feb 8, 2027
  10:00am–12:00pm 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

  Feb 9, 2027
  9:00am–12:30pm 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

  Feb 9, 2027
  10:00am–12:00pm Webinar

• Surgent's Artificial Intelligence for Accounting and Finance Professionals

  Technology Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Feb 9, 2027
  1:00pm–3:00pm Webinar

• Surgent's Exploring Business Valuation Fundamentals

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

  Member Price $149.00 | Non-Member Price $149.00 | Specialized Knowledge: 2.00

  Feb 10, 2027
  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

  Feb 10, 2027
  11:00am–1:00pm 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

  Feb 10, 2027
  10:00am–12:00pm 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

  Feb 12, 2027
  1:00pm–3:00pm 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

  Feb 12, 2027
  10:00am–12:00pm 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

  Feb 16, 2027
  2:00pm–5:00pm Webinar

• Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide 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

  Feb 16, 2027
  2:00pm–4:00pm Webinar

• Surgent's Engagement and Client Retention Best Practices

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

  Member Price $149.00 | Non-Member Price $149.00 | Business Management & Organization: 1.00, Communications: 1.00

  Feb 17, 2027
  2:00pm–4:00pm Webinar

• Surgent's Lessons Learned From Recent Accounting Malpractice Actions

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

  Member Price $149.00 | Non-Member Price $149.00 | Business Law: 1.00, Regulatory Ethics: 1.00

  Feb 17, 2027
  10:00am–12:00pm Webinar

• Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $259.00 | Non-Member Price $259.00 | Taxes: 4.00

  Feb 17, 2027
  1:00pm–4:30pm Webinar

• Surgent's A Guide to Gig Economy Tax Issues

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Feb 18, 2027
  10:00am–12:00pm Webinar

• Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Feb 18, 2027
  1:00pm–3:00pm Webinar

• Surgent's Making Sense of Essential OBBBA Provisions

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Feb 18, 2027
  9:00am–11:00am Webinar