Surgent CPE
NACVA and Surgent CPE Announce Bundle of Self-Study Courses
for CPAs and Financial Professionals
These courses are designed to enable CPAs, tax practitioners, and financial professionals to access the professional education they need, 24/7, in a variety of fields of study, including ethics, accounting, auditing, and taxes. All courses are sponsored by Surgent CPE, who awards the CPE certificates after successful completion. Surgent is a highly-respected provider of professional education, having trained tens of thousands of CPAs and other professionals for more than 30 years. This bundle makes it easier for NACVA members to obtain top-quality, convenient CPE.
The Surgent CPE self-study bundle can be purchased in a variety of ways through NACVA. The bundle is included as part of the Ultimate Training and Membership Subscription and the Ultimate Triple Play Subscription. Both of these subscriptions are designed to help members obtain required CPE for NACVA credential recertification and other credential requirements, including a CPA license.
The bundle can also be purchased as an add-on to any KeyValueData® (KVD™) subscription (silver and above). These are available either as an annual or monthly add-on with a one-year commitment required. KeyValueData is the profession’s leading authority in valuation data, research, and support. It can also be added to any Unlimited CPE On-Demand subscription, which is a KVD add-on option. The Surgent CPE self-study bundle is available as an annual subscription for $240 per year or $20 per month. To purchase, please contact Member/Client Services at (800) 677-2009 or via e-mail at NACVA1@NACVA.com.
Surgent CPE Self-Study Bundle courses include:
| Surgent Course Title |
CPE Credit |
| Review of Form 709—Gift Tax Return (709R) | 2 |
| Current Issues in Accounting and Auditing: An Annual Update (AAU4) | 4 |
| AICPA Update (AICU) | 2 |
| Master Accounting for Income Taxes (AIT4) | 4 |
| Federal Tax Update (BFT4) | 4 |
| Individual Income Tax Update (BIT4) | 4 |
| Key Partnership and S Corporation Tax Planning Strategies (BTS4) | 4 |
| Guide to SSARS No. 21, Preparation of Financial Statement and Compilation Engagements (PCE4) | 4 |
| Compilation and Review Overview (CROV) | 2 |
| FASB Update: New and Recent Accounting Standards Updates (FUPD) | 2 |
| Annual FASB Update and Review (FUR4) | 4 |
| Financial Statement Disclosures: A Guide for Small- and Medium-Sized Businesses (GSM4) | 4 |
| Mastering Basis Issues for S Corporations, Partnerships, and LLCs (HMB4) | 4 |
| How to Settle an Estate—An Overview (HSEO) | 2 |
| Individual Tax Planning Ideas (ITP4) | 4 |
| More than Meets the Eye: Examining the New Lease Accounting Standard (NLS4) | 4 |
| Select Estate and Life Planning Issues for the Middle-Income Client (PMl4) | 4 |
| Guide to the New Revenue Recognition Model for All CPAs (REV4) | 4 |
| Surgent's Section 199A: Applications and Challenges in 2019 (AIG4) | 4 |
| Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (ANFP) | 8 |
| Surgent's Choosing the Right Business Entity Post-Tax Reform (CETA) | 2 |
| Surgent's Food, Beverage, and Entertainment Expensing After Tax Reform (ELEX) | 2 |
| Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (NLS4) (On-Demand Webcast) | 4 |
| Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales (ACL4) | 4 |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (ACTL) | 10 |
| Surgent's Advanced Critical Tax Issues for S Corporations (ACTS) | 10 |
| Surgent's S Corporation, Partnership, and LLC Tax Update (BCP4) | 4 |
| The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) | 12 |
| The Best Federal Tax Update Course by Surgent (BFTU) | 16 |
| Succession Planning for the Small Business Owner: Finding the Exit Ramp (BSP4) | 4 |
| Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (CSSB) | 2 |
| Ethics for Tax Professionals (EFTP) | 2 |
| Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-through Entities (FTL4) | 4 |
| Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI) | 9 |
| 2020 Tax Update (IRSU) | 3 |
| Liquidation of Flow-Through Entities for LLCs and Partnerships (LFTE) | 2 |
| The Top Five Tax Issues in Dealing with LLCs and Partnerships (LP04) | 4 |
| The Top 10 Tax Issues in Dealing with LLCs and Partnerships (LP10) | 8 |
| Estate and Life Planning Issues for the Middle-Income Client (PMIC) | 8 |
| Partnership and LLC Core Tax Issues From Formation Through Liquidation (PLTI) | 8 |
| Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (S754) | 2 |
| S Corporation Taxation: Advanced Issues (SCA4) | 4 |
| Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC) | 8 |
About Surgent CPE
Surgent (formerly Surgent McCoy) has been a leader for over 30 years in CPE for CPAs and other financial professionals. Surgent CPE provides thousands of online CPE webinars, self-study courses, CPE packages, and live seminars each year for accounting, tax, and financial professionals all across the country. In addition, Surgent has a growing selection of online exam review courses that help candidates much more quickly earn their CPA, EA, CMA, or other credential or designation. Surgent CPE is known for premium education to satisfy CPE requirements across tax, accounting, financial planning, retirement planning, estate planning, and more CPE for CPAs. With all-star experts on staff, Surgent CPE creates timely, quality CPE courses updated monthly. Surgent takes pride in the best CPE for CPAs with all its online CPE courses. The Surgent webinar experience is second to none with best-in-class video quality, leading experts, and timely information. Surgent CPE is education for pros! Surgent partners with nearly all state societies of CPAs, many of the nation’s top accounting firms, and a growing number of colleges and universities. Surgent is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of CPE on the National Registry of CPE Sponsors, and as a QAS Self-Study provider. Surgent is also an approved provider of continuing education by the IRS, the CFP® Board, and by CTEC.
