CPE PROGRAMS

CPE Programs
Title Instructor(s) Credit Hours Description Sponsor(s)

Retirement Vehicles-Wealth Accumulation in Pension Plans

Daniel Liss EA, MSPA 1.0    

Introduction to Cash Balance Plan

Daniel Liss EA, MSPA 1.0    

Tax Minimization Strategies for Defined Benefit Plans

Daniel Liss EA, MSPA 1.0    

Preparing Your Clients for "PPA Plan Restatement"

Daniel Liss EA, MSPA 1.0    

Safe Harbor 401(k) Plan

Daniel Liss EA, MSPA 1.0    

Cash Balance Plans-Advanced Tax Minimization Strategies

Daniel Liss EA, MSPA 1.0    

Employee Stock Option Plans

Daniel Liss EA, MSPA 1.0    
Minimize Taxes, Maximize Wealth: Understanding Tax Deferral Strategies When Selling Real Estate Matthew Scheriff, CPA 3.0    
A Guide to IRC 1031 Tax Deferred Exchanges Matthew Scheriff, CPA 3.0