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IRA CPE Courses

IRA CPE courses from Surgent help you help your clients choose the right retirement plan from a tax and financial planning perspective. Our IRA-focused tax CPE courses cover everything from tapping IRAs in a tax-optimal way to choosing between an IRA and a Roth IRA. Surgent’s tax CPE webinars on IRAs will help you develop robust retirement plans, for your clients and yourself. These CPE tax courses will make you a valued adviser on financial planning matters.


Surgent CPE courses cover the very latest information, regulatory changes, and practical issues related to tax, accounting, audit, ethics, government, non-profit, and technology — topics that affect practicing CPAs, including those serving in public accounting, as well as accountants working in corporate roles such as CFOs, Controllers, and Comptrollers. Our course materials take you beyond your CPE needs by serving as a constant source of reference in your professional career.

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Course TitleDate & TimeInstructorsCreditsPricePurchase

20 Essential IRA Tips for Saving Taxes and Avoiding Penalties (IRAS)
Field of Study: Taxes (2)

October 04, 2016 01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Denise Appleby, APA, CISP, CRPS, CRC

2

$89.00

Buy Now

Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)
Field of Study: Taxes (2)

November 11, 2016 10:00 AM - 12:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Denise Appleby, APA, CISP, CRPS, CRC

2

$89.00

Buy Now

20 Essential IRA Tips for Saving Taxes and Avoiding Penalties (IRAS)
Field of Study: Taxes (2)

November 22, 2016 01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Denise Appleby, APA, CISP, CRPS, CRC

2

$89.00

Buy Now

The Best Planning Strategies for Taking Early and Required Minimum Distributions for IRAs and Qualified Plans (PSMD)
Field of Study: Taxes (2)

December 07, 2016 01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Denise Appleby, APA, CISP, CRPS, CRC

2

$89.00

Buy Now

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