IN-FIRM TRAINING
Order "Books Only"

All of our courses found below are available for books-only purchase. This option allows for maximum flexibility in training participants. It also allows clients the opportunity to choose the date, the location, and to customize the materials themselves by using client-specific examples. Please note that the firm is responsible for providing CPE sponsorship for this program. Pricing is detailed below.

For more information, contact us at (484) 588-4197 or salesinfo@surgent.com.


Click the course acronym or title for a description of the course.

ACRONYM COURSE TITLE CREDIT HOURS FIELD OF STUDY
1041 Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms 8 Taxes(8)
1AUD Surgent's Customized Audit Skills Training: Level 1 – New Hire - Consecutive 2-Day Course 8 Auditing(6), Ethics (Regulatory)(2)
1ST1 Staff Training in Taxation - Level 1 8 Taxes(8)
1ST2 Staff Training in Taxation - Level 2 8 Taxes(8)
1ST3 Staff Training in Taxation - Level 3 8 Taxes(8)
2AUD Surgent’s Customized Audit Skills Training: Level 2 -- Staff Accountant-Consecutive 2-Day Course 8 Auditing(8)
3AUD Surgent's Customized Audit Skills Training: Level 3 – Experienced Staff - Consecutive 2-Day Course 8 Auditing(8)
4AUD Surgent’s Customized Audit Skills Training: Level 4 -- In-Charge- Consecutive 2-Day Course 8 Auditing(8)
AAU4 Current Issues in Accounting and Auditing: An Annual Update 4 Accounting(2), Auditing(2)
AAUP Accounting and Reporting Update for Tax Practitioners 8 Accounting(4), Auditing(4)
AAYR A&A Year in Review: Exploring the Latest Issues and Challenges Facing CPAs 8 Accounting(4), Auditing(4)
ACAU Annual Accounting and Auditing Update 8 Accounting(4), Auditing(4)
ACL4 Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales 4 Taxes(4)
ACS4 S Corporations: Compensation and Redemptions 4 Taxes(4)
ACTL Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships 8 Taxes(8)
ACTS Surgent’s Advanced Critical Tax Issues for S Corporations 8 Taxes(8)
ADC4 Advanced Compilation and Review Engagement Issues 4 Auditing(4)
ADCR Advanced Compilation and Review Engagement Issues: Striking the Right Balance Between Compliance, Client Service, and Practice Management 8 Auditing(8)
ADTS Advanced Tax Structures: Using Tiered Partnerships, Multiple Corporations, Series LLCs, and Disregarded Entities 8 Taxes(8)
AFPL Audits of 401(k) Plans: New Developments and Critical Issues for an Effective and Efficient Audit 8 Auditing(8)
ANF4 Tailoring the Audit to Suit a Not-for-Profit Entity 4 Auditing (Governmental)(4)
ANFP Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit 8 Auditing (Governmental)(8)
AP41 Advanced Form 1041 Practice Workshop 8 Taxes(8)
APLW Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under §754 and Related Provisions 8 Taxes(8)
ATFB Advanced Technical Tax Forms Training – LLCs, S Corporations, and Partnerships 8 Taxes(8)
ATFI Advanced Technical Tax Forms Training – Form 1040 Issues 8 Taxes(8)
AUU4 Annual Auditing Update 4 Auditing(4)
BCD4 Disaster Recovery Planning for Your CPA Firm, Company, or Client 4 Business Mgmt & Org(4)
BCDR Business Continuity and Disaster Recovery Planning for Your CPA Firm, Company, or Client 8 Business Mgmt & Org(8)
BCP4 S Corporation, Partnership, and LLC Tax Update 4 Taxes(4)
BCPE The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent 8 Taxes(8)
BFT4 Federal Tax Update 4 Taxes(4)
BFTU The Best Federal Tax Update Course by Surgent 8 Taxes(8)
BIT4 Individual Income Tax Update 4 Taxes(4)
BITU The Best Individual Income Tax Update Course by Surgent 8 Taxes(8)
BTBB The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them 8 Taxes(8)
BTP4 Partnerships and LLCs: Avoiding Common Pitfalls Facing Practitioners 4 Taxes(4)
BTS4 Key Partnership and S Corporation Tax Planning Strategies 4 Taxes(4)
CBE4 Choosing the Best Entity Structure 4 Taxes(4)
CBES Choosing the Best Entity Structure Under the Tax Law in 2015 8 Taxes(8)
CFVV Combating Fraud: Turning Vulnerability to Victory Every Day 8 Auditing(8)
CGLB The Complete Guide to Liquidation of Business Entities 8 Taxes(8)
CGPT The Complete Guide to Payroll Taxes and 1099 Issues 8 Taxes(8)
CIAR Core Issues Related to Properly Assessing and Responding to Financial Statement Audit Risk 8 Auditing(8)
CIRA Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, SIMPLEs, SEPs, and Roths 8 Taxes(8)
CMCT Special Purpose Frameworks: Preparing and Reporting on Cash, Modified Cash, and Tax Basis Financial Statements 8 Accounting(8)
CMT4 Preparing Special Purpose Framework Financial Statements: Cash, Modified Cash, and Tax Basis 4 Accounting(4)
CONS Construction Contractors: Critical Accounting, Auditing, and Tax Issues in Today’s Environment 8 Accounting(3), Auditing(3), Taxes(2)
CRAU Compilations and Reviews: Engagement Performance and Annual Update 8 Auditing(8)
CRU4 Compilation and Review Guide and Update 4 Auditing(4)
CTA4 Corporate Taxation: Advanced Issues 4 Taxes(4)
CWRS Case Studies in Improving Writing and Research Skills for Tax Professionals 8 Taxes(8)
DRF4 What Drives Fraud and How to Stay Out of the Fraud Ditch 4 Auditing(4)
DRMM Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement 8 Administrative Practice(4), Taxes(4)
ERA4 Effectively and Efficiently Reviewing Audit Workpapers 4 Auditing(4)
ERAW Effectively and Efficiently Reviewing Audit Workpapers: The First Line of Defense Against Deficient Audits 8 Auditing(8)
ERTW Effective and Efficient Senior-Level Review of Individual Tax Returns 8 Taxes(8)
ETDE Delaware Ethics for CPAs 4 Ethics (Regulatory)(4)
ETH4 Ethical Considerations for CPAs 4 Ethics (Behavioral)(4)
EXIB Hot IRS Tax Examination Issues for Individuals and Businesses 8 Taxes(8)
FACT Comprehensive Accounting Issues of Estates and Trusts: Fiduciary Accounting and Tax Issues 8 Accounting(8)
FAIR Fair Value Accounting: Making the Complex Issues Understandable 8 Accounting(7), Auditing(1)
FANG Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone 8 Auditing (Governmental)(8)
FAUR FASB Annual Update and Review: Critical Developments for All CPAs 8 Accounting(8)
FFC4 Frequent Fraud Controls Flying in the Face of Victim Organizations 4 Auditing(4)
FLO4 The Statement of Cash Flows: Preparation Guidance and Presentation Illustrations 4 Accounting(4)
FNG4 Recent Frauds Occurring in Not-for-Profit Entities and Governments 4 Auditing (Governmental)(4)
FSBT FASB's "Big 3" – Revenue Recognition, Leases, and Financial Instruments 8 Accounting(8)
FSD4 Financial Statement Disclosures: Guide to Current Requirements and Developing Issues 4 accounting(4)
FUR4 Annual FASB Update and Review 4 Accounting(4)
GAAS GAAS from A to Z 8 Auditing(8)
GAU4 Latest Developments in Government and Nonprofit Auditing 2015 4 Auditing (Governmental)(4)
GCA4 Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers 4 Finance(4)
GIFT Federal Estate and Gift Tax Returns – Forms 706 and 709 Workshop with Filled-in Forms 8 Taxes(8)
GNA4 Latest Developments in Government and Nonprofit Accounting 2015 4 Accounting (Governmental)(4)
GNAA Latest Developments in Government and Nonprofit Accounting and Auditing 2015 8 Accounting (Governmental)(4), Auditing (Governmental)(4)
GVAA Latest Developments in Governmental Accounting and Auditing 2015 8 Accounting (Governmental)(4), Auditing (Governmental)(4)
HCR4 From Hiring to Firing and Everything In Between: Health Care, Retirement, and Fringe Benefit Tax Issues 4 Business Law(2), Taxes(2)
HFE4 From Hiring to Firing and Everything In Between: Legal and Payroll Tax Issues 4 Business Law(4)
HMB4 Mastering Basis Issues for S Corporations, Partnerships, and LLCs 4 Taxes(4)
HMBI Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships 8 Taxes(8)
HTOF From Hiring to Firing and Everything In Between: Legal, Tax, and Health Care Issues 8 Business Law(6), Taxes(2)
ICIL Intermediate Core Tax Issues in Partnerships and LLCs 8 Taxes(8)
ICIS Intermediate Core Tax Issues in S Corporations 8 Taxes(8)
IEFP The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2015 8 Taxes(8)
IFB4 Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques 4 Finance(4)
IFCP Surgent's Individual and Financial-Planning Tax Camp 8 Taxes(8)
INB4 Individual Income Tax Return Mistakes and How to Fix Them 4 Taxes(4)
INBB The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning 8 Taxes(8)
ITCO International Tax Issues for Small and Medium-Sized Businesses -- Going Overseas and Coming to the United States 8 Taxes(8)
ITEB Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries 8 Taxes(8)
ITI4 International Tax Issues for Individuals 4 Taxes(4)
ITIO International Tax Issues for Individuals -- Going Overseas and Coming to the United States 8 Taxes(8)
ITP4 Individual Tax Planning Ideas for 2015 4 Taxes(4)
IVMU The Inventory Course -- Valuations, Methods, and Uniform Capitalization 8 Taxes(8)
LCCC Intermediate Core Tax Issues in C Corporations 8 Taxes(8)
LFSA Leveraging the Financial Statement Audit to Add Value to the Client 8 Auditing(8)
LP10 Surgent’s Top 10 Tax Issues in Dealing with LLCs and Partnerships 8 Taxes(8)
LWRK LLC Practitioner's Workshop: A Case Studies Approach 8 Taxes(8)
MBAD MBA in a Day! 8 Economics(1), Finance(4), Marketing(3)
MERG Introduction to Mergers and Reorganizations 8 Taxes(8)
MFEP Mastering the Fundamentals of Estate and Gift Tax Planning 8 Taxes(8)
MGEN Multigenerational Financial and Tax Planning for Clients 8 Taxes(8)
MSTU Surgent's Multistate Tax Update 8 Taxes(8)
NFFI Getting Ready for Busy Season: A Guide to New Forms, Filing Issues, and Other Critical Developments 8 Taxes(8)
NIT4 Surgent’s Guide to Understanding the Net Investment Income Tax in 2015 4 Taxes(4)
NPAA Latest Developments in Nonprofit Accounting and Auditing 2015 8 Accounting (Governmental)(4), Auditing (Governmental)(4)
NPFR Not-for-Profit Financial Reporting for Today and Tomorrow 8 Accounting (Governmental)(8)
OBC4 Taking Your Medicine: Health Care in 2015 4 Taxes(4)
OBCR A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2015 and Beyond 8 Taxes(8)
PAIT Getting More Active with the Passive Activity Rules and the Net Investment Income Tax 8 Taxes(8)
PAR4 Surgent’s Guide to Understanding the Passive Activity Rules in 2015 4 Taxes(4)
PCTR Preparing C Corporation Tax Returns for New Staff and Para-Professionals 8 Taxes(8)
PITR Preparing Individual Tax Returns for New Staff and Para-Professionals 8 Taxes(8)
PLFB CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting 8 Finance(8)
PMI4 Select Estate and Life Planning Issues for the Middle-Income Client 4 Taxes(4)
PMIC Estate and Life Planning Issues for the Middle-Income Client 8 Taxes(8)
PSAS Performing Single Audits in 2015 and Beyond 8 Auditing (Governmental)(8)
QUPR Surgent's Auditing Workshop: Best Practices for Improving Audit Quality and Profitability 8 Auditing(8)
REBB The Top 50 Tax Mistakes Practitioners Make In Real Estate Investments and How to Fix Them 8 Taxes(8)
RERE Revenue Recognition: A New Day Is Dawning 8 Accounting(8)
REV4 Understanding and Implementing the New Revenue Recognition Standard 4 accounting(4)
RFA4 The Auditor’s Responsibilities Related to Fraud and Abuse Under GAAS and the Yellow Book 4 Auditing (Governmental)(4)
RUSA Reading, Understanding, and Structuring the Roadmap: LLC and Partnership Agreements from a CPA’s Perspective 8 Taxes(8)
SATC Surgent’s Federal Tax Camp 8 Taxes(8)
SCA4 S Corporation Taxation: Advanced Issues 4 Taxes(4)
SEAZ How to Settle an Estate for a Client from A to Z 8 Taxes(8)
SELL Buying and Selling a Business: Critical Tax and Structuring Issues 8 Taxes(8)
SME4 An Overview of the Financial Reporting Framework for Small and Medium-Sized Entities 4 Accounting(4)
SMES The New Reporting Option: A Financial Reporting Framework for Small and Medium-Sized Entities 8 Accounting(8)
SRPL New Critical Decisions in Selecting the Best Retirement Plan for Small Businesses in 2015 8 Taxes(8)
SSR4 Maximizing Your Social Security Benefits 4 Taxes(4)
SSRB Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now 8 Taxes(8)
STRI Surgent’s Advanced Individual Income Tax Return Issues 8 Taxes(8)
STTC 2-Day Staff Tax Training for Regular C Corporation Returns 8 Taxes(8)
SVN4 The Seven Aspects of a GAAS Audit 4 Auditing(4)
SWRK S Corporation Practitioner's Workshop: A Case Studies Approach 8 Taxes(8)
TAR4 Critical Tax Aspects of Real Estate Transactions and Investments 4 Taxes(4)
TARE The 25 Most Important Tax Aspects of Real Estate Transactions and Investments 8 Taxes(8)
TBCL Tax Forms Boot Camp: LLCs and Partnerships 8 Taxes(8)
TBCS Tax Forms Boot Camp: S Corporations 8 Taxes(8)
TCBU Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs 8 Taxes(8)
TCF4 Controller/CFO Update: Hot Topics Facing Today's Financial Professional 4 Finance(4)
TCFO Current Developments and Best Practices for Today’s CFOs and Controllers 8 Finance(8)
TCTW The Complete Trust Workshop 8 Taxes(8)
TDAP Surgent’s Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions from Acquisition to Exchange or Disposition 8 Taxes(8)
TDE4 Thriving in a Chaotic Economic Environment: Planning and Strategy Formulation for Your Organization 4 Finance(4)
TDP4 Surgent's Essential Depreciation Update for Practitioners 4 Taxes(4)
TFBC Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations 8 Taxes(8)
TPGS Surgent’s 2015 Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs 8 Taxes(8)
TTEN The Top 10 Tax Topics of 2015 8 Taxes(8)
UIC4 Critical Internal Control Concepts Under COSO’s Updated Internal Control – Integrated Framework 4 Auditing(4)
UICF COSO’s Updated Internal Control -- Integrated Framework: Critical Concepts in Design, Evaluation, Implementation, and Monitoring 8 Auditing(8)
YBK4 Performing Financial Audits Under the Yellow Book 4 Auditing (Governmental)(4)
YBYB A Complete Guide to the Yellow Book 8 Auditing (Governmental)(8)

Books-Only Pricing: (without the use of a Surgent instructor)

  • 1-day, 8-hour Program: $80 per participant
  • 2-day, 16-hour Program: $160 per participant
  • 3-day, 24-hour Program: $240 per participant

* Note—there is a 10 book minimum per order.