Keyword Search:
OR
Register for an Account
To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.
Forgot Username or Password | Register for an Account
*Premium Courses only included in the Unlimited Plus Package
Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
Any tax practitioner who will advise a business owner about selecting a pension plan for his or her business Prerequisite
Basic individual income taxation rules Advance Preparation
None IRS Approved
Yes CFP Approved
No
Subscribe to Surgent CPE emails for course information, promotions and industry insights