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John Surgent CPA

John Surgent, CPA, is managing member of Surgent McCoy CPE, LLC, the largest provider of tax and financial planning seminars to CPAs in the U.S. He also manages a 30-person CPA firm specializing in taxation and financial planning for high net worth individuals and closely held businesses. Surgent has presented more than 1,800 live seminars in the past 25 years and has been named outstanding discussion leader by various professional organizations. His practical approach emphasizes ways in which professionals can satisfy their clients' needs and maximize their incomes. Surgent has worked in the tax department of a Big Four accounting firm and was an assistant professor at St. Joseph’s University in Philadelphia.