ACRONYM |
COURSE TITLE |
CREDIT HOURS |
FIELD OF STUDY |
|
CECP |
What Every Professional Should Know About Elder-Care Planning |
8 |
Taxes |
|
CIPP |
What Every CPA Should Know About Life Insurance Products and Planning |
10 |
Taxes (5), Administrative Practice (5) |
|
CIRA |
Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, Roth IRAs, SIMPLEs, and SEPs |
20 |
Taxes |
|
CRPD |
Everything You Need to Know About Retirement Plan Distributions |
10 |
Taxes |
|
DRMM |
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement |
16 |
Administrative Practice (8), Taxes (8) |
|
GSFP |
The CPA's Guide to Successful Financial Planning Strategies and Concepts (online download only) |
2 |
Finance |
|
GWSI |
Surgent McCoy's Guide to Wall Street Investments and Their New Tax Implications |
10 |
Administrative Practice (7), Taxes (3) |
|
IEFP |
The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2008 |
12 |
Taxes |
|
LIF1 |
What Every CPA Needs to Know About the Legal, Tax, Economic, and Investment Features of Life Insurance (online download only) |
2 |
Taxes (1), Finance (1) |
|
LIF2 |
What Every CPA Needs to Know to Help Clients Determine Their Family and Business Life Insurance Needs (online download only) |
2 |
Taxes (1), Finance (1) |
|
LIF3 |
The CPA's Complete Guide to Evaluating and Comparing Life Insurance Policies (online download only) |
2 |
Taxes (1), Finance (1) |
|
LIF4 |
What Every CPA Needs to Know About Life Insurance in Retirement Planning (online download only) |
2 |
Taxes (1), Finance (1) |
|
LIF5 |
The CPA's Guide to Business Life Insurance Plans to Protect the Employee's Family and to Achieve Estate Planning Goals (online download only) |
2 |
Taxes (1), Finance (1) |
|
OHPI |
Health Savings Accounts, Long-Term Care, Nursing Homes, and Other Health Planning Issues (online download only) |
2 |
Taxes (1), Finance (1) |
|
PRVH |
Critical Tax Planning Strategies and Issues in Owning a Principal Residence or Vacation Home |
8 |
Taxes |
|
REDZ |
Within the Red Zone of Your Retirement: Tax Planning Strategies for Getting to the Goal Line Without Fumbling |
10 |
Taxes |
|
RMM1 |
Retirement Money Management 1 -- Process and Concepts (online download only) |
2 |
Taxes (1), Finance (1) |
|
RMM2 |
Retirement Money Management 2 -- Building the Nest Egg (online download only) |
2 |
Taxes (1), Finance (1) |
|
RMM3 |
Retirement Money Management 3 -- Making It Last (online download only) |
2 |
Taxes (1), Finance (1) |
|
ROTH |
Tax Issues and Planning Using Roth IRAs (online download only) |
2 |
Taxes |
|
SBRP |
Small Business Retirement Plan Review: New Roth 401(k)s, Keoghs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs |
12 |
Taxes |
|
SSRB |
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now |
8 |
Taxes |
|
TADI |
Tax Aspects of Distributions from an IRA (online download only) |
2 |
Taxes |
|
TIPA |
Tax Issues and Planning for Post-Retirement Distributions from Qualified Plans and IRAs (online download only) |
2 |
Taxes |
|
TIPB |
Tax Issues and Planning for Pre-Retirement Distributions from Qualified Plans and IRAs (online download only) |
2 |
Taxes |
|
TPFA |
Tax Leverage and Tax-Planning Financial Applications (online download only) |
2 |
Taxes (1), Finance (1) |
|
TPSP |
Understanding the Tax Aspects of Profit Sharing Plans (online download only) |
2 |
Taxes |
|
UMDR |
Tax Issues and Planning Under the Uniform Minimum Distribution Rules (online download only) |
2 |
Taxes |
|
UNRI |
Understanding Traditional IRAs (online download only) |
2 |
Taxes |
|
UTAS |
Understanding the Tax Aspects of SIMPLE IRAs (online download only) |
2 |
Taxes |
|