Skip To Main Content
About the Registry
Show submenu for: About the Registry
About the Registry
Show submenu for: About the Registry
Becoming a Sponsor
Apply Now
Application Process
Show submenu for: Application Process
Group Live
Group Internet Based
QAS™ Self Study
Blended Learning
Nano Learning
Current Sponsors
Show submenu for: Current Sponsors
Annual Renewal
Additional Delivery Method
Change of Contact
Compliance Audit
Profile Login
CPAs
Show submenu for: CPAs
Search for Courses
Search for Sponsors
Search CPE Requirements
Jurisdictions that Accept Registry Sponsors
The Complaint Process
Boards of Accountancy
Show submenu for: Boards of Accountancy
Confirm Registry Status
Search for Sponsors
The Complaint Process
Registry Forms & Policies
Show submenu for: Registry Forms & Policies
Fields of Study
Sample Templates
Appeals
Change of Contact
Standards
Resources
Show submenu for: Resources
Best Practices
Jurisdictions that Accept Registry Sponsors
What Sponsors Need to Know
CPE Monitor Newsletters
Nano, Blended & Reviewer Acceptance
CPE Requirements
Best Practices
Show submenu for: Best Practices
Group Live
Show submenu for: Group Live
Group Live Development
Group Live Presentation
Group Live Measurement
Group Live Reporting
Group Internet Based
Show submenu for: Group Internet Based
Group Internet Based Development
Group Internet Based Presentation
Group Internet Based Measurement
Group Internet Based Reporting
QAS™ Self Study
Show submenu for: QAS™ Self Study
QAS™ Self Study Development
QAS™ Self Study Presentation
QAS™ Self Study Measurement
QAS™ Self Study Reporting
Independent Study
More
Show more menu items
About NASBA
Contact Us
APPLY NOW
CHANGE OF CONTACT
About the Registry
Show submenu for: About the Registry
About the Registry
Show submenu for: About the Registry
Becoming a Sponsor
Apply Now
Application Process
Show submenu for: Application Process
Group Live
Group Internet Based
QAS™ Self Study
Blended Learning
Nano Learning
Current Sponsors
Show submenu for: Current Sponsors
Annual Renewal
Additional Delivery Method
Change of Contact
Compliance Audit
Profile Login
CPAs
Show submenu for: CPAs
Search for Courses
Search for Sponsors
Search CPE Requirements
Jurisdictions that Accept Registry Sponsors
The Complaint Process
Boards of Accountancy
Show submenu for: Boards of Accountancy
Confirm Registry Status
Search for Sponsors
The Complaint Process
Registry Forms & Policies
Show submenu for: Registry Forms & Policies
Fields of Study
Sample Templates
Appeals
Change of Contact
Standards
Resources
Show submenu for: Resources
Best Practices
Jurisdictions that Accept Registry Sponsors
What Sponsors Need to Know
CPE Monitor Newsletters
Nano, Blended & Reviewer Acceptance
CPE Requirements
Best Practices
Show submenu for: Best Practices
Group Live
Show submenu for: Group Live
Group Live Development
Group Live Presentation
Group Live Measurement
Group Live Reporting
Group Internet Based
Show submenu for: Group Internet Based
Group Internet Based Development
Group Internet Based Presentation
Group Internet Based Measurement
Group Internet Based Reporting
QAS™ Self Study
Show submenu for: QAS™ Self Study
QAS™ Self Study Development
QAS™ Self Study Presentation
QAS™ Self Study Measurement
QAS™ Self Study Reporting
Independent Study
More
Show more menu items
About the Registry
Show submenu for: About the Registry
About the Registry
Show submenu for: About the Registry
Becoming a Sponsor
Apply Now
Application Process
Show submenu for: Application Process
Group Live
Group Internet Based
QAS™ Self Study
Blended Learning
Nano Learning
Current Sponsors
Show submenu for: Current Sponsors
Annual Renewal
Additional Delivery Method
Change of Contact
Compliance Audit
Profile Login
CPAs
Show submenu for: CPAs
Search for Courses
Search for Sponsors
Search CPE Requirements
Jurisdictions that Accept Registry Sponsors
The Complaint Process
Boards of Accountancy
Show submenu for: Boards of Accountancy
Confirm Registry Status
Search for Sponsors
The Complaint Process
Registry Forms & Policies
Show submenu for: Registry Forms & Policies
Fields of Study
Sample Templates
Appeals
Change of Contact
Standards
Resources
Show submenu for: Resources
Best Practices
Jurisdictions that Accept Registry Sponsors
What Sponsors Need to Know
CPE Monitor Newsletters
Nano, Blended & Reviewer Acceptance
CPE Requirements
Best Practices
Show submenu for: Best Practices
Group Live
Show submenu for: Group Live
Group Live Development
Group Live Presentation
Group Live Measurement
Group Live Reporting
Group Internet Based
Show submenu for: Group Internet Based
Group Internet Based Development
Group Internet Based Presentation
Group Internet Based Measurement
Group Internet Based Reporting
QAS™ Self Study
Show submenu for: QAS™ Self Study
QAS™ Self Study Development
QAS™ Self Study Presentation
QAS™ Self Study Measurement
QAS™ Self Study Reporting
Independent Study
More
Show more menu items
Home
Course Library
Surgent McCoy's Guide to Individual AMT: Planning Issues and Pitfalls (online download only)
Course Library
Surgent McCoy's Guide to Individual AMT: Planning Issues and Pitfalls (online download only)
By Surgent McCoy CPE, LLC
Surgent McCoy CPE, LLC
Surgent McCoy's Guide to Designing and Administering the New Roth 401(k), Traditional 401(k), SIMPLE, and Cafeteria Plans
Surgent McCoy's Guide to Tax-Deferred Exchanges (online download only)
Loading
Share
Copy URL
Website Search
Search
Wishlist
Add some favourites to your wishlist to get started!
Download
Email this List
Email this List
Generating...
Username *
Password *
Login
)
)