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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


12/4/2018 Harrisburg - Best Western Premier
12/11/2018 Malvern (Phila) - Penn State Main Bldg


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

Date


Location


11/1/2018 Malvern (Phila) - Penn State Main Bldg
11/2/2018 Malvern (Phila) - Penn State Main Bldg


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

Date


Location


10/30/2018 Malvern (Phila) - Penn State Main Bldg
10/31/2018 Malvern (Phila) - Penn State Main Bldg


Advanced Audits of 401(k) Plans: Best Practices and Current Developments (AAFP)

Date


Location


11/16/2018 Philadelphia - Society Office


Accounting and Reporting Update for Tax Practitioners (AAUP)

Date


Location


12/17/2018 Malvern (Phila) - Penn State Main Bldg


A&A Hot Topics: Getting a Grasp on the Big Issues Facing the Industry (AAYR)

Date


Location


12/3/2018 Malvern (Phila) - Penn State Main Bldg
12/10/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales (ACL4)

Date


Location


11/27/2018 Philadelphia - Society Office


S Corporations: Compensation and Redemptions (ACS4)

Date


Location


11/5/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/27/2018 Philadelphia - Society Office


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

Date


Location


11/5/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)


Surgent's Advanced Critical Tax Issues for S Corporations (ACTS)

Date


Location


10/30/2018 Malvern (Phila) - Penn State Main Bldg


Accounting for Financial Instruments: Making Sense of the FASB’S New Guidance on Impairment, Hedging, and Financial Assets and Liabilities (AFI4)

Date


Location


11/15/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)


Auditing 401(k) Plans: Critical Issues and Annual Update (AFP4)

Date


Location


11/28/2018 Malvern (Phila) - Penn State Main Bldg


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

Date


Location


12/11/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (ANFP)

Date


Location


11/12/2018 Malvern (Phila) - Penn State Main Bldg
11/27/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


ASU No. 2016-14 in Just Four Hours (ASU4)

Date


Location


11/19/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE)

Date


Location


11/8/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/8/2018 Harrisburg - Best Western Premier
12/4/2018 Malvern (Phila) - Penn State Main Bldg


The Best Federal Tax Update Course by Surgent (BFTU)

Date


Location


11/2/2018 Breinigsville- Holiday Inn Conference Center
11/14/2018 Springfield (Phila) - Springfield Country Club
11/15/2018 Malvern (Phila) - Penn State Main Bldg
11/28/2018 King of Prussia - Valley Forge Crowne Plaza
11/28/2018 Williamsport - Holiday Inn Downtown
11/29/2018 Wilkes Barre - Woodlands Inn & Resort
12/3/2018 Greensburg - Ramada Inn
12/4/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/4/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)


The Best Individual Income Tax Update Course by Surgent (BITU)

Date


Location


11/2/2018 Philadelphia - Society Office
11/9/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/14/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)
11/15/2018 Wyomissing - The Inn at Reading
12/5/2018 Malvern (Phila) - Penn State Main Bldg
12/5/2018 Erie-Ambassador Banquet & Conference Center
12/11/2018 Harrisburg - Best Western Premier
1/11/2019 Philadelphia - Society Office


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

Date


Location


11/12/2018 Harrisburg - Best Western Premier
11/20/2018 Philadelphia - Society Office
12/13/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


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

Date


Location


11/30/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)
12/6/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


Complete Guide to Liquidation of Business Entities (CGLB)

Date


Location


12/6/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)


Complete Guide to Payroll Taxes and 1099 Issues (CGPT)

Date


Location


10/25/2018 Harrisburg - Best Western Premier
11/12/2018 Philadelphia - Society Office
11/15/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


Five Critical Issues That CPAs in Industry Will Need to Face This Year (CII4)

Date


Location


11/15/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)


Five Critical Issues That Tax Public Accountants Will Need to Face This Year (CIT4)

Date


Location


11/19/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


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

Date


Location


10/23/2018 Malvern (Phila) - Penn State Main Bldg


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

Date


Location


11/14/2018 Malvern (Phila) - Penn State Main Bldg


Internal Controls That Matter: Managing Risk With the Updated COSO Framework (COSF)

Date


Location


12/6/2018 Malvern (Phila) - Penn State Main Bldg


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

Date


Location


11/5/2018 Harrisburg - Best Western Premier
11/29/2018 Malvern (Phila) - Penn State Main Bldg
12/18/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


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

Date


Location


11/19/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


Understanding Section 199A: The 20% Deduction for Pass-Through Entity Owners and Investors in Real Estate (DEPT)

Date


Location


10/31/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)
11/14/2018 Harrisburg - Best Western Premier
11/19/2018 Philadelphia - Society Office
11/28/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/12/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/19/2018 Malvern (Phila) - Penn State Main Bldg


Determining How Much Money You Need to Retire: Practical Planning Strategies (DRMM)

Date


Location


11/7/2018 Malvern (Phila) - Penn State Main Bldg
12/5/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


The Essential Course for Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (ENFP)

Date


Location


12/19/2018 Malvern (Phila) - Penn State Main Bldg


Efficient and Effective Form 1040 Review: The Next Step for Valuable Staff (ERTW)

Date


Location


1/10/2019 Philadelphia


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

Date


Location


10/23/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)


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

Date


Location


11/7/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)


Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (FANG)

Date


Location


10/25/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (FAUR)

Date


Location


12/12/2018 Malvern (Phila) - Penn State Main Bldg


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

Date


Location


10/23/2018 Malvern (Phila) - Penn State Main Bldg


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

Date


Location


11/16/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)

Date


Location


11/13/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)


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

Date


Location


11/5/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning (INBB)

Date


Location


10/24/2018 Malvern (Phila) - Penn State Main Bldg


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

Date


Location


11/13/2018 Harrisburg - Best Western Premier
12/17/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)


Essentials of LLC Operating Agreements (LLC4)

Date


Location


11/30/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


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

Date


Location


12/18/2018 Philadelphia - Society Office


Multistate Tax Update (MSTU)

Date


Location


11/9/2018 Malvern (Phila) - Penn State Main Bldg
11/29/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


Navigating Your Client Through the IRS Appeals Process (NAV4)

Date


Location


11/29/2018 Philadelphia - Society Office
11/30/2018 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


11/27/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/7/2018 Malvern (Phila) - Penn State Main Bldg


Latest Developments in Nonprofit Accounting and Auditing (NPAA)

Date


Location


11/15/2018 Malvern (Phila) - Penn State Main Bldg


Race Toward Implementation: Tackling the Tough Issues in Adopting the New Revenue Recognition Standard (NRRS)

Date


Location


11/6/2018 Harrisburg - Best Western Premier
12/17/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


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

Date


Location


12/10/2018 Malvern (Phila) - Penn State Main Bldg
12/20/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


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

Date


Location


10/25/2018 Malvern (Phila) - Penn State Main Bldg
11/13/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


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

Date


Location


10/23/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/3/2018 Malvern (Phila) - Penn State Main Bldg
12/20/2018 Philadelphia - Society Office


The 2018 Yellow Book Revision (QUA4)

Date


Location


11/19/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


Real Estate Tax Boot Camp (RETC)

Date


Location


11/30/2018 Malvern (Phila) - Penn State Main Bldg


Surgent's Federal Tax Camp (SATC)

Date


Location


11/1/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
11/7/2018 Altoona - Blair Convention Center
12/13/2018 Malvern (Phila) - Penn State Conf Ctr


Share-Based Payments: Understanding the Nuances of ASC Topic 718 (SBC4)

Date


Location


11/28/2018 Malvern (Phila) - Penn State Main Bldg


How to Settle a Client's Estate (SEAZ)

Date


Location


11/20/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


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

Date


Location


11/6/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)
11/28/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


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

Date


Location


11/5/2018 Malvern (Phila) - Penn State Main Bldg


Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? (SS21)

Date


Location


12/7/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)


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

Date


Location


11/16/2018 Malvern (Phila) - Penn State Main Bldg
12/5/2018 Harrisburg - Best Western Premier
12/14/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


Surgent's Advanced Individual Income Tax Return Issues (STRI)

Date


Location


12/7/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/19/2018 Philadelphia - Society Office


Enhancing Audit Quality: Best Practices in Documenting and Reviewing Your Work (SWLD)

Date


Location


11/6/2018 Malvern (Phila) - Penn State Main Bldg


Tax Aspects of Business Planning from Formation to Termination: A Full-Day Case Study Approach (TABP)

Date


Location


12/12/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)


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

Date


Location


12/6/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


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

Date


Location


10/26/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)
11/14/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


Complete Trust Workshop (TCTW)

Date


Location


11/6/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


Surgent's Essential Depreciation and Expensing Update (TDP4)

Date


Location


11/29/2018 Philadelphia - Society Office


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

Date


Location


12/14/2018 Malvern (Phila) - Penn State Main Bldg
12/21/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (TPGS)

Date


Location


10/24/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance


The Tax Cuts and Jobs Act: A Guide to the Most Sweeping Tax Reform in Over 30 Years (TREF)

Date


Location


10/31/2018 Feasterville-Trevose (Phila) - Wyndham Phil. Bucks County (was Crowne Plaza)
11/14/2018 Harrisburg - Best Western Premier
11/19/2018 Philadelphia - Society Office
11/28/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/12/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/19/2018 Malvern (Phila) - Penn State Main Bldg


Surgent's Top 10 Tax Topics This Year (TTEN)

Date


Location


10/26/2018 Harrisburg - Best Western Premier
11/29/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance
12/28/2018 Philadelphia - Society Office


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

Date


Location


12/19/2018 Cranberry Twp (Pittsb) - Regional Learning Alliance

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.
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