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Pension Plan CPE Courses

Surgent’s pension plan CPE courses will help you advise employers on the tax consequences of pension plans. With tax CPE courses on all the tax issues surrounding selecting, maintaining and making changes to pension plans, our CPE tax courses include tax CPE webinars that will expand your expertise in this complex area of taxation.


Surgent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry of CPE Sponsors and as a QAS Self-Study provider. Each of our courses is accepted for CPE credit in all 50 states and in Washington, D.C. Surgent is also an IRS-approved and CFP Board-approved provider of continuing education courses.

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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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