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Texas CPE Course List

Texas (TX) courses from Surgent provide continuing professional education (CPE) for Certified Public Accountants (CPAs), Enrolled Agents (EAs), tax preparers, and other financial professionals.  Surgent’s hundreds of course options include live webinars and self-study courses.

Surgent McCoy CPE, LLC is NASBA-approved and has been a longtime partner of nearly all state societies of CPAs.  Texas CPAs can find Surgent live seminars offered through the Texas Society of CPAs (TSCPA).

If you are Texas CPA or financial professional looking to maintain your credentials, develop your skills, and further your career, explore Surgent’s comprehensive course list to find a CPE webinar or self-study course that meets your needs.
Upcoming live seminars in Texas:

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

Date


Location


6/7/2017 Austin - Austin Chapter Training Facility
11/7/2017 Fort Worth - Fort Worth Chapter Training Facility
12/11/2017 Dallas - Dallas Chapter Training Facility
12/13/2017 Houston - Houston Chapter Training Facility


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

Date


Location


7/12/2017 San Antonio - La Cantera Hill Country Resort


S Corporations: Compensation and Redemptions (ACS4)

Date


Location


7/12/2017 San Antonio - La Cantera Hill Country Resort


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

Date


Location


7/10/2017 San Antonio - La Cantera Hill Country Resort
7/31/2017 Galveston - San Luis Resort


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

Date


Location


6/21/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/28/2017 Grapevine - Gaylord Texan Resort & Convention Center


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

Date


Location


1/8/2018 San Antonio - Omni San Antonio Hotel
1/10/2018 Dallas - Dallas Chapter Training Facility
1/16/2018 Fort Worth - Fort Worth Chapter Training Facility
1/22/2018 Houston - Houston Chapter Training Facility
1/25/2018 Austin - Austin Chapter Training Facility


Federal Tax Update (BFT4)

Date


Location


7/12/2017 San Antonio - La Cantera Hill Country Resort


Best Federal Tax Update (BFTU)

Date


Location


10/25/2017 Austin - Austin Chapter Training Facility
10/26/2017 San Antonio - DoubleTree by Hilton SA Airport
10/30/2017 Dallas - Crowne Plaza Near Galleria-Addison
11/1/2017 Fort Worth - Fort Worth Chapter Training Facility
11/29/2017 Houston - Houston Chapter Training Facility


Individual Income Tax Update (BIT4)

Date


Location


6/19/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/28/2017 Grapevine - Gaylord Texan Resort & Convention Center
8/1/2017 Galveston - San Luis Resort


Best Individual Income Tax Update (BITU)

Date


Location


1/9/2018 San Antonio - Omni San Antonio Hotel
1/11/2018 Dallas - Dallas Chapter Training Facility
1/17/2018 Fort Worth - Fort Worth Chapter Training Facility
1/23/2018 Houston - Houston Chapter Training Facility
1/26/2018 Austin - Austin Chapter Training Facility


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

Date


Location


6/27/2017 Grapevine - Gaylord Texan Resort & Convention Center
8/2/2017 Galveston - San Luis Resort


Key Partnership and S Corporation Tax Planning Strategies (BTS4)

Date


Location


6/20/2017 South Padre Island - The Pearl South Padre Island Beach Hotel


Meet Your Next Migraine: Five Critical Issues That Will Confront A&A Public Accountants in 2017 (CIA4)

Date


Location


6/21/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/28/2017 Grapevine - Gaylord Texan Resort & Convention Center
7/10/2017 San Antonio - La Cantera Hill Country Resort


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

Date


Location


7/10/2017 San Antonio - La Cantera Hill Country Resort
7/31/2017 Galveston - San Luis Resort


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

Date


Location


6/19/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/26/2017 Grapevine - Gaylord Texan Resort & Convention Center
7/11/2017 San Antonio - La Cantera Hill Country Resort
7/31/2017 Galveston - San Luis Resort


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

Date


Location


6/21/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/28/2017 Grapevine - Gaylord Texan Resort & Convention Center


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

Date


Location


6/8/2017 Austin - Austin Chapter Training Facility
5/17/2018 Dallas - Dallas Chapter Training Facility
5/21/2018 Houston - Houston Chapter Training Facility
5/24/2018 Fort Worth - Fort Worth Chapter Training Facility


Effective and Efficient Senior-Level Review of Individual Tax Returns (ERTW)

Date


Location


10/31/2017 Dallas - Dallas Chapter Training Facility
11/28/2017 Houston - Houston Chapter Training Facility
1/15/2018 San Antonio - San Antonio Chapter Training Facility


IRS Tax Examinations and Hot Issues (EXI4)

Date


Location


6/19/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/26/2017 Grapevine - Gaylord Texan Resort & Convention Center
7/11/2017 San Antonio - La Cantera Hill Country Resort
8/2/2017 Galveston - San Luis Resort


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

Date


Location


5/25/2017 Houston - Houston Chapter Training Facility


Statement of Cash Flows: Preparation Guidance and Presentation Illustrations (FLO4)

Date


Location


6/19/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/26/2017 Grapevine - Gaylord Texan Resort & Convention Center


Annual FASB Update and Review (FUR4)

Date


Location


8/1/2017 Galveston - San Luis Resort


Guide to Payroll Taxes and 1099 Issues (GPT4)

Date


Location


6/21/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/27/2017 Grapevine - Gaylord Texan Resort & Convention Center
7/12/2017 San Antonio - La Cantera Hill Country Resort
8/2/2017 Galveston - San Luis Resort


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

Date


Location


6/20/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/27/2017 Grapevine - Gaylord Texan Resort & Convention Center
8/1/2017 Galveston - San Luis Resort


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

Date


Location


7/11/2017 San Antonio - La Cantera Hill Country Resort


Mastering Basis Issues for S Corporations, Partnerships, and LLCs (HMB4)

Date


Location


6/19/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/27/2017 Grapevine - Gaylord Texan Resort & Convention Center
7/31/2017 Galveston - San Luis Resort


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

Date


Location


11/16/2017 Dallas - Dallas Chapter Training Facility
12/11/2017 Houston - Houston Chapter Training Facility


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

Date


Location


6/27/2017 Grapevine - Gaylord Texan Resort & Convention Center
8/2/2017 Galveston - San Luis Resort


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

Date


Location


6/13/2017 Dallas - Dallas Chapter Training Facility


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

Date


Location


7/12/2017 San Antonio - La Cantera Hill Country Resort


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

Date


Location


6/26/2017 Grapevine - Gaylord Texan Resort & Convention Center
7/10/2017 San Antonio - La Cantera Hill Country Resort


Individual Tax Planning Ideas (ITP4)

Date


Location


8/1/2017 Galveston - San Luis Resort


K-1 Boot Camp for LLCs (K1L4)

Date


Location


6/20/2017 South Padre Island - The Pearl South Padre Island Beach Hotel


Essentials of LLC Operating Agreements (LLC4)

Date


Location


6/20/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/28/2017 Grapevine - Gaylord Texan Resort & Convention Center
7/10/2017 San Antonio - La Cantera Hill Country Resort
7/31/2017 Galveston - San Luis Resort


Multistate Tax Update (MSTU)

Date


Location


10/20/2017 Fort Worth - Fort Worth Chapter Training Facility


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

Date


Location


12/14/2017 Houston - Houston Chapter Training Facility


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

Date


Location


6/20/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/28/2017 Grapevine - Gaylord Texan Resort & Convention Center
7/11/2017 San Antonio - La Cantera Hill Country Resort
8/2/2017 Galveston - San Luis Resort


Taking Your Medicine: Health Care in 2017 (OBC4)

Date


Location


6/20/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/26/2017 Grapevine - Gaylord Texan Resort & Convention Center


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

Date


Location


6/12/2017 Dallas - Dallas Chapter Training Facility
9/26/2017 Austin - Austin Chapter Training Facility
10/19/2017 Fort Worth - Fort Worth Chapter Training Facility


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

Date


Location


1/19/2018 Houston - Houston Chapter Training Facility
1/30/2018 Dallas - Dallas Chapter Training Facility


Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)

Date


Location


6/21/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
8/2/2017 Galveston - San Luis Resort


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

Date


Location


11/6/2017 Fort Worth - Fort Worth Chapter Training Facility


Real Estate Taxation: Critical Considerations (RET4)

Date


Location


6/27/2017 Grapevine - Gaylord Texan Resort & Convention Center
7/11/2017 San Antonio - La Cantera Hill Country Resort
8/1/2017 Galveston - San Luis Resort


Advanced Concepts in SSARS 21 and Nonattest Services (SAR4)

Date


Location


6/21/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
7/12/2017 San Antonio - La Cantera Hill Country Resort


Maximizing Your Social Security Benefits (SSR4)

Date


Location


6/19/2017 South Padre Island - The Pearl South Padre Island Beach Hotel
6/26/2017 Grapevine - Gaylord Texan Resort & Convention Center
7/31/2017 Galveston - San Luis Resort


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

Date


Location


9/27/2017 Austin - Austin Chapter Training Facility
5/8/2018 Dallas - Dallas Chapter Training Facility
5/22/2018 Houston - Houston Chapter Training Facility
5/25/2018 Fort Worth - Fort Worth Chapter Training Facility


Advanced Individual Income Tax Return Issues (STRI)

Date


Location


1/18/2018 Houston - Houston Chapter Training Facility
1/29/2018 Dallas - Dallas Chapter Training Facility


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

Date


Location


7/11/2017 San Antonio - La Cantera Hill Country Resort


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

Date


Location


12/12/2017 Dallas - Dallas Chapter Training Facility


Essential Depreciation and Expensing Update (TDP4)

Date


Location


7/10/2017 San Antonio - La Cantera Hill Country Resort
8/1/2017 Galveston - San Luis Resort


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

Date


Location


1/16/2018 San Antonio - San Antonio Chapter Training Facility


Top 10 Tax Topics (TTEN)

Date


Location


11/17/2017 Dallas - Dallas Chapter Training Facility
12/12/2017 Houston - Houston Chapter Training Facility

To learn more about live seminars in Texas, visit the Texas Society of Certified Public Accountants.

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