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FINANCIAL PLANNING AND INVESTMENT COURSES
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unless otherwise noted


Click the course acronym or title for a description of the course.

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 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 2007

12

Taxes

OHPI

Health Savings Accounts, Long-Term Care, Nursing Homes, and Other Health Planning Issues (online 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 only)

2

Taxes (1), Finance (1)

RMM2

Retirement Money Management 2 -- Building the Nest Egg (online only)

2

Taxes (1), Finance (1)

RMM3

Retirement Money Management 3 -- Making It Last (online only)

2

Taxes (1), Finance (1)

ROTH

Tax Issues and Planning Using Roth IRAs (online 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 only)

2

Taxes

TIPA

Tax Issues and Planning for Post-Retirement Distributions from Qualified Plans and IRAs (online only)

2

Taxes

TIPB

Tax Issues and Planning for Pre-Retirement Distributions from Qualified Plans and IRAs (online only)

2

Taxes

TPSP

Understanding the Tax Aspects of Profit Sharing Plans (online only)

2

Taxes

UMDR

Tax Issues and Planning Under the Uniform Minimum Distribution Rules (online only)

2

Taxes

UNRI

Understanding Traditional IRAs (online only)

2

Taxes

UTAS

Understanding the Tax Aspects of SIMPLE IRAs (online only)

2

Taxes


Untitled

Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com