Click the course acronym or title for a description of the course.
|
ACRONYM |
COURSE TITLE |
CREDIT HOURS |
FIELD OF STUDY |
|---|---|---|---|
|
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement |
8 |
Administrative Practice (4), Taxes (4) |
|
|
Surgent McCoy's Guide to Wall Street Investments and Their New Tax Implications |
8 |
Administrative Practice (6), Taxes (2) |
|
| SBRP | Small Business Retirement Plan Review: New Roth 401(k)s, Keoghs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs | 8 |
Taxes |
|
Note: Two other courses, What Every CPA Should Know About Life Insurance Products and Planning - CIPPand Everything You Need to Know About Retirement Plan Distributions - CRPD, are available as self-study courses only. |
|||
|
ACRONYM |
COURSE TITLE |
CREDIT HOURS |
FIELD OF STUDY |
|---|---|---|---|
8 |
Taxes |
||
| RTSC | Surgent McCoy's Guide to Designing and Administering the New Roth 401(k), Traditional 401(k), SIMPLE, and Cafeteria Plans | 8 |
Taxes |
|
8
|
Taxes |
||
|
Advanced Strategies and Tactics of Wealth Accumulation and Retirement Planning |
8 |
Taxes |
|
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Surgent McCoy CPE, LLC |