Surgent 2016 LIVE SEMINARS
CFP COURSES

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)
ACTS Surgent’s Advanced Critical Tax Issues for S Corporations 8 Taxes(8)
AP41 Advanced Form 1041 Practice Workshop 8 Taxes(8)
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)
CBES Choosing the Best Entity Structure Under the Tax Law in 2015 8 Taxes(8)
CIRA Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, SIMPLEs, SEPs, and Roths 8 Taxes(8)
DRMM Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement 8 Administrative Practice(4), Taxes(4)
GIFT Federal Estate and Gift Tax Returns – Forms 706 and 709 Workshop with Filled-in Forms 8 Taxes(8)
IEFP The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2015 8 Taxes(8)
IFCP Surgent's Individual and Financial-Planning Tax Camp 8 Taxes(8)
ITEB Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries 8 Taxes(8)
ITP4 Individual Tax Planning Ideas for 2015 4 Taxes(4)
MGEN Multigenerational Financial and Tax Planning for Clients 8 Taxes(8)
NIT4 Surgent’s Guide to Understanding the Net Investment Income Tax in 2015 4 Taxes(4)
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)
PMI4 Select Estate and Life Planning Issues for the Middle-Income Client 4 Taxes(4)
SATC Surgent’s Federal Tax Camp 8 Taxes(8)
SEAZ How to Settle an Estate for a Client from A to Z 8 Taxes(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)
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)
TCTW The Complete Trust Workshop 8 Taxes(8)
TFBC Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations 8 Taxes(8)