Customer Service: 800-778-7436     

    Log In to Your Surgent Account

    Forgot?
    Forgot?

    Register for an Account

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Pennsylvania CPE Course List

Pennsylvania (PA) CPE courses for Certified Public Accountants (CPAs), Enrolled Agents (EAs), tax preparers and other financial professionals include both live webinars and self-study courses.

Surgent McCoy CPE, LLC has provided live CPE seminars in conjunction with the Pennsylvania Institute of CPAs (PICPA) for 30 years.  Now, Surgent continues that partnership while also offering Pennsylvania CPAs the convenience of completing their CPE through hundreds of live webinar and self-study options.

Meet your CPE requirement, stay compliant, and gain practical knowledge you can really use with Surgent.  Surgent live webinars and self-study courses offer the highest quality and convenience for Pennsylvania CPAs, Enrolled Agents, tax preparers, and other financial professionals.
Interested in live seminars? Check out the upcoming live events in Pennsylvania:

Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms (1041)

Date


Location


5/25/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/19/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Audit Skills Training: Level 1 – New Auditors- Consecutive 2-Day Course (1AUD)

Date


Location


11/2/2017 Malvern (Phila) - Penn State Main Bldg
11/3/2017 Malvern (Phila) - Penn State Main Bldg


Audit Skills Training: Level 2 – Staff Accountant- Consecutive 2-Day Course (2AUD)

Date


Location


9/18/2017 Malvern (Phila) - Penn State Main Bldg
9/19/2017 Malvern (Phila) - Penn State Main Bldg


Audit Skills Training: Level 3 – Experienced Staff- Consecutive 2-Day Course (3AUD)

Date


Location


9/20/2017 Malvern (Phila) - Penn State Main Bldg
9/21/2017 Malvern (Phila) - Penn State Main Bldg


Audit Skills Training: Level 4 -- In-Charge (4AUD)

Date


Location


9/26/2017 Malvern (Phila) - Penn State Main Bldg
9/27/2017 Malvern (Phila) - Penn State Main Bldg


Accounting and Reporting Update for Tax Practitioners (AAUP)

Date


Location


12/4/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/5/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (ACTL)

Date


Location


5/23/2017 Malvern (Phila) - Penn State Main Bldg
9/28/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Advanced Critical Tax Issues for S Corporations (ACTS)

Date


Location


9/29/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Audits of 401(k) Plans: New Developments and Critical Issues for an Effective and Efficient Audit (AFPL)

Date


Location


12/6/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Master Accounting for Income Taxes Without Overtaxing Your Brain (AIT4)

Date


Location


11/14/2017 Philadelphia - Society Office


Advanced 1041 Boot Camp (AP41)

Date


Location


12/11/2017 Trevose (Phila) - Crowne Plaza of Bucks County


S Corporation, Partnership, and LLC Tax Update (BCP4)

Date


Location


9/27/2017 Philadelphia - Society Office


Best S Corporation, Limited Liability, and Partnership Update (BCPE)

Date


Location


8/24/2017 Hershey - Hershey Lodge & Convention Center
11/10/2017 Trevose (Phila) - Crowne Plaza of Bucks County
11/13/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Federal Tax Update (BFT4)

Date


Location


11/2/2017 Philadelphia - Society Office


Best Federal Tax Update (BFTU)

Date


Location


11/8/2017 Titusville - Cross Creek Resort
11/17/2017 Malvern (Phila) - Penn State Main Bldg
11/29/2017 Williamsport - Holiday Inn Downtown
11/30/2017 Wilkes Barre - Woodlands Inn & Resort
12/4/2017 King of Prussia
12/4/2017 Greensburg - Ramada Inn
12/5/2017 Malvern
12/5/2017 Mars (Pittsb) - Doubletree N.Pittsb


Best Individual Income Tax Update (BITU)

Date


Location


8/21/2017 Hershey - Hershey Lodge & Convention Center
11/8/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/9/2017 Erie-Ambassador Banquet & Conference Center
12/5/2017 Malvern (Phila) - Penn State Main Bldg
12/12/2017 Harrisburg - Best Western Premier
12/14/2017 Wyomissing - The Inn at Reading
12/22/2017 Breinigsville- Holiday Inn Conference Center


Partnerships and LLCs: Avoiding Common Pitfalls Facing Practitioners (BTP4)

Date


Location


11/30/2017 Philadelphia - Society Office


Key Partnership and S Corporation Tax Planning Strategies (BTS4)

Date


Location


10/19/2017 Philadelphia - Society Office


Targeted 1040 Forms Update for the Occasional Tax Preparer (CASU)

Date


Location


11/9/2017 Malvern (Phila) - Penn State Main Bldg
11/15/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Winning the Fraud Battle in the Digital Age: Prevention and Detection (CFVV)

Date


Location


9/21/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Complete Guide to Liquidation of Business Entities (CGLB)

Date


Location


5/18/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Complete Guide to Payroll Taxes and 1099 Issues (CGPT)

Date


Location


4/19/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/13/2017 Trevose (Phila) - Crowne Plaza of Bucks County
11/16/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Meet Your Next Migraine: Five Critical Issues That Will Confront CPAs in Industry in 2017 (CII4)

Date


Location


12/27/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Meet Your Next Migraine: Five Critical Issues That Will Confront Tax Public Accountants in 2017 (CIT4)

Date


Location


12/20/2017 Philadelphia - Society Office


Preparing Special Purpose Framework Financial Statements: Cash, Modified Cash, and Tax Basis (CMT4)

Date


Location


11/13/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/15/2017 Philadelphia - Society Office


Guide to SSARS No. 21 Preparation of Financial Statement and Compilation Engagements (COM4)

Date


Location


9/22/2017 Philadelphia - Society Office


Construction Contractors: Critical Accounting, Auditing, and Tax Issues in Today’s Environment (CONS)

Date


Location


9/18/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
9/25/2017 Malvern (Phila) - Penn State Main Bldg


Critical New COSO Internal Control Framework Concepts (COS4)

Date


Location


9/22/2017 Philadelphia - Society Office


Compilations, Reviews, and New Preparations: Engagement Performance and Annual Update (CRAU)

Date


Location


5/17/2017 Malvern (Phila) - Penn State Main Bldg
5/24/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Guide and Update to Compilations, Reviews, and New Preparations (CRU4)

Date


Location


12/21/2017 Philadelphia - Society Office


A+ College Savings Planning: Maximizing Resources and Tax Benefits (CSP4)

Date


Location


9/26/2017 Philadelphia - Society Office


Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement (DRMM)

Date


Location


10/25/2017 Malvern (Phila) - Penn State Main Bldg
11/1/2017 Harrisburg
12/6/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


IRS Tax Examinations and Hot Issues (EXI4)

Date


Location


12/6/2017 Malvern (Phila) - Penn State Main Bldg


Hot IRS Tax Examination Issues for Individuals and Businesses (EXIB)

Date


Location


11/14/2017 Trevose (Phila) - Crowne Plaza of Bucks County
12/11/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Comprehensive Accounting Issues of Estates and Trusts: Fiduciary Accounting and Tax Issues (FACT)

Date


Location


12/14/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Recent Frauds Occurring in Not-for-Profit Entities and Governments (FNG4)

Date


Location


12/21/2017 Philadelphia - Society Office


FASB's "Big 3" – Revenue Recognition, Leases, and Financial Instruments (FSBT)

Date


Location


9/19/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
9/26/2017 Malvern (Phila) - Penn State Main Bldg


Latest Developments in Government and Nonprofit Auditing (GAU4)

Date


Location


12/22/2017 Philadelphia - Society Office


Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (GCA4)

Date


Location


11/20/2017 Philadelphia - Society Office


Federal Estate and Gift Tax Return Boot Camp (GIFT)

Date


Location


12/12/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Latest Developments in Government and Nonprofit Accounting and Auditing (GNAA)

Date


Location


6/8/2017 Bethlehem -Best Western Lehigh Valley Hotel
6/9/2017 Trevose (Phila) - Crowne Plaza of Bucks County
6/26/2017 Altoona - Casino at Lakemont Park
6/27/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
6/28/2017 Erie-Ambassador Banquet & Conference Center


Guide to Payroll Taxes and 1099 Issues (GPT4)

Date


Location


12/6/2017 Malvern (Phila) - Penn State Main Bldg


Financial Statement Disclosures: A Guide for Small- and Medium-Sized Businesses (GSM4)

Date


Location


11/13/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/15/2017 Philadelphia - Society Office


From Hiring to Firing and Everything In Between: Health Care, Retirement, and Fringe Benefit Tax Issues (HCR4)

Date


Location


9/26/2017 Philadelphia - Society Office


From Hiring to Firing and Everything In Between: Legal and Payroll Tax Issues (HFE4)

Date


Location


9/19/2017 Philadelphia - Society Office


Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI)

Date


Location


5/15/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
10/26/2017 Malvern (Phila) - Penn State Main Bldg
12/1/2017 Harrisburg - Best Western Premier


From Hiring to Firing and Everything In Between: Legal, Tax, and Health Care Issues (HTOF)

Date


Location


3/29/2017 Harrisburg - Best Western Premier
9/25/2017 Harrisburg - Best Western Premier
12/18/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Understanding the High Stakes Mega Issues in A&A Today (IAA4)

Date


Location


12/29/2017 Philadelphia - Society Office


Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)

Date


Location


9/28/2017 Trevose (Phila) - Crowne Plaza of Bucks County
10/24/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/2/2017 Harrisburg - Best Western Premier


Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (IFB4)

Date


Location


11/14/2017 Philadelphia - Society Office


Individual and Financial-Planning Tax Camp (IFCP)

Date


Location


5/16/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
5/19/2017 Malvern (Phila) - Penn State Main Bldg


Individual Income Tax Return Mistakes and How to Fix Them (INB4)

Date


Location


9/19/2017 Philadelphia - Society Office


IRA Boot Camp (IRAB)

Date


Location


9/29/2017 Malvern (Phila) - Penn State Main Bldg


Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries (ITEB)

Date


Location


10/26/2017 Malvern (Phila) - Penn State Main Bldg


Individual Tax Planning Ideas (ITP4)

Date


Location


9/27/2017 Philadelphia - Society Office


K-1 Boot Camp for LLCs (K1L4)

Date


Location


11/29/2017 Philadelphia - Society Office


K-1 Boot Camp for S Corporations and LLCs (K1SL)

Date


Location


9/26/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Essentials of LLC Operating Agreements (LLC4)

Date


Location


12/13/2017 Philadelphia - Society Office


Top 10 Tax Issues in Dealing with LLCs and Partnerships (LP10)

Date


Location


10/23/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/19/2017 Philadelphia - Society Office


MBA in a Day! (MBAD)

Date


Location


9/20/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/11/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Mastering the Fundamentals of Estate and Gift Tax Planning (MFEP)

Date


Location


11/6/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Multigenerational Tax Planning Stategies for New Service Opportunities and Better Client Outcomes (MGEN)

Date


Location


11/16/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Multistate Tax Update (MSTU)

Date


Location


11/17/2017 Philadelphia - Society Office
12/12/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Getting Ready for Busy Season: A Guide to New Forms, Filing Issues, and Other Critical Developments (NFFI)

Date


Location


12/13/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/13/2017 Trevose (Phila) - Crowne Plaza of Bucks County


More Than Meets the Eye: Examining the New Lease Accounting Standard (NLS4)

Date


Location


12/29/2017 Philadelphia - Society Office


Not-For-Profit Financial Statements: Everything You Need to Know Today, Everything You Will Need to Know Tomorrow (NPFS)

Date


Location


8/24/2017 Hershey - Hershey Lodge & Convention Center


Taking Your Medicine: Health Care in 2017 (OBC4)

Date


Location


10/19/2017 Philadelphia - Society Office


Advisor's Workshop: Helping Small-Business Clients Navigate Health Insurance and Fringe Benefits (OBCR)

Date


Location


5/17/2017 Philadelphia - Society Office
9/21/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/8/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Preparing Individual Tax Returns for New Staff and Para-Professionals (PITR)

Date


Location


12/18/2017 Philadelphia - Society Office
12/28/2017 Canonsburg - Hilton Garden Inn


CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLFB)

Date


Location


4/28/2017 Malvern (Phila) - Penn State Main Bldg
10/23/2017 Malvern (Phila) - Penn State Main Bldg
11/21/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Partnership and LLC Core Tax Issues From Formation Through Liquidation (PLTI)

Date


Location


9/25/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
10/26/2017 Harrisburg
11/3/2017 Malvern (Phila) - Penn State Main Bldg


Estate and Life Planning Issues for the Middle-Income Client (PMIC)

Date


Location


5/31/2017 Trevose (Phila) - Crowne Plaza of Bucks County
9/22/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
10/20/2017 Philadelphia - Society Office
12/13/2017 Harrisburg - Best Western Premier


Five Secrets of Amazing Presenters: Tips and Tricks for Successful Public Speaking (PST4)

Date


Location


12/22/2017 Philadelphia - Society Office


Real Estate Taxation: Critical Considerations (RET4)

Date


Location


12/12/2017 Philadelphia - Society Office


Real Estate Tax Boot Camp (RETC)

Date


Location


11/6/2017 Malvern (Phila) - Penn State Main Bldg
11/17/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Federal Tax Camp (SATC)

Date


Location


11/2/2017 Mars (Pittsb) - Doubletree N.Pittsb
11/9/2017 Altoona - Blair Convention Center
12/15/2017 Malvern (Phila) - Penn State Main Bldg


S Corporation Taxation: Advanced Issues (SCA4)

Date


Location


11/2/2017 Philadelphia - Society Office


S Corporation Core Tax Issues From Formation Through Liquidation (SCTI)

Date


Location


9/26/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
10/27/2017 Philadelphia - Society Office
11/16/2017 Harrisburg


How to Settle a Client's Estate (SEAZ)

Date


Location


10/31/2017 Philadelphia - Society Office
12/15/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Buying and Selling a Business: Critical Tax and Structuring Issues (SELL)

Date


Location


12/4/2017 Philadelphia - Society Office


Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (SMBP)

Date


Location


5/25/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
8/23/2017 Hershey - Hershey Lodge & Convention Center


Maximizing Your Social Security Benefits (SSR4)

Date


Location


11/30/2017 Philadelphia - Society Office


Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now (SSRB)

Date


Location


8/22/2017 Hershey - Hershey Lodge & Convention Center
11/1/2017 Trevose (Phila) - Crowne Plaza of Bucks County
12/7/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Advanced Individual Income Tax Return Issues (STRI)

Date


Location


11/7/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/28/2017 Philadelphia - Society Office


Critical Tax Factors in Business Life Cycle Decision-Making (TAB4)

Date


Location


12/20/2017 Philadelphia - Society Office


Getting the Tax Aspects of Business Planning Right From Formation to Termination (TABP)

Date


Location


12/18/2017 Malvern (Phila) - Penn State Main Bldg


Tax Forms Boot Camp: LLCs and Partnerships (TBCL)

Date


Location


5/24/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Practical Planning Boot Camp: S Corporations and LLCs (TCBU)

Date


Location


10/27/2017 Trevose (Phila) - Crowne Plaza of Bucks County
12/19/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4)

Date


Location


12/27/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Current Developments and Best Practices for Today's CFOs and Controllers (TCFO)

Date


Location


9/29/2017 Malvern (Phila) - Penn State Main Bldg
11/20/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Complete Trust Workshop (TCTW)

Date


Location


10/24/2017 Philadelphia - Society Office
12/12/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions (TDAP)

Date


Location


11/3/2017 Malvern (Phila) - Penn State Main Bldg
11/14/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Thriving in a Chaotic Economic Environment: Planning and Strategy Formulation for Your Organization (TDE4)

Date


Location


11/20/2017 Philadelphia - Society Office


Essential Depreciation and Expensing Update (TDP4)

Date


Location


12/12/2017 Philadelphia - Society Office


Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC)

Date


Location


12/8/2017 Trevose (Phila) - Crowne Plaza of Bucks County
12/29/2017 Canonsburg - Hilton Garden Inn


2017 Annual Tax-Planning Guide for S Corporation, Partnerships, and LLCs (TPGS)

Date


Location


10/25/2017 Trevose (Phila) - Crowne Plaza of Bucks County
12/20/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance


Top Five Tax Topics (TTE4)

Date


Location


11/29/2017 Philadelphia - Society Office


Top 10 Tax Topics (TTEN)

Date


Location


12/21/2017 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/29/2017 Trevose (Phila) - Crowne Plaza of Bucks County


Essential Course for Performing Single Audits Under the New Uniform Guidance for Federal Awards (UGID)

Date


Location


5/16/2017 Harrisburg - Best Western Premier


How to Do a Yellow Book Financial Audit (YBK4)

Date


Location


12/13/2017 Philadelphia - Society Office

To reserve your seat at an upcoming Surgent live seminar, please search for any of the above events on the Pennsylvania Institute of Certified Public Accountants website.

Thank You!

Thank You! Your subscription has been submitted.