Courses

• All
• Seminars
• Webinars
• Self-Study

• Surgent's Tax Research

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Mar 16, 2027
  1:00pm–3:00pm Webinar

• Surgent's The Accounting Leaders’ Survival Guide - Strategies for Managing Organizational Change

  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

  Mar 16, 2027
  1:00pm–3:00pm Webinar

• Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Mar 16, 2027
  11:00am–2:00pm 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

  Mar 16, 2027
  3:00pm–5:00pm Webinar

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

  Mar 17, 2027
  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 $399.00 | Non-Member Price $399.00 | Business Law: 5.00, Taxes: 3.00

  Mar 17, 2027
  9:00am–5:00pm Webinar

• Surgent's Engagement Letters: Scope and Risk Management

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

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

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

• Surgent's Industry Accountant Key Performance Metrics

  Management Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Mar 17, 2027
  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 $129.00 | Non-Member Price $129.00 | Taxes: 2.00

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

• Surgent's Raising Financially Capable Children

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

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

  Mar 17, 2027
  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 $129.00 | Non-Member Price $129.00 | Business Law: 2.00

  Mar 17, 2027
  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 $214.00 | Non-Member Price $214.00 | Taxes: 3.00

  Mar 17, 2027
  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

  Mar 18, 2027
  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 $419.00 | Non-Member Price $419.00 | Auditing: 8.00

  Mar 18, 2027
  9:00am–5:00pm Webinar

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

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

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

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

• Surgent's Fraud In Single Audits

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

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

  Mar 18, 2027
  1:30pm–5:00pm Webinar

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

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

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

  Mar 18, 2027
  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 $129.00 | Non-Member Price $129.00 | Computer Science: 2.00

  Mar 18, 2027
  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 $149.00 | Non-Member Price $149.00 | Taxes: 2.00

  Mar 18, 2027
  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 $129.00 | Non-Member Price $129.00 | Taxes: 2.00

  Mar 18, 2027
  3:00pm–5:00pm Webinar