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Technical Reviewers
We specialize in online courses focused on understanding and installing small business retirement plans, such as the SEP-IRA and SIMPLE IRA plans.
Our primary objective is to demystify IRA-based plans and equip you with the knowledge and skills to better serve your business and clients.Â
Our course developers include a CPA (M.S. Acc. (Taxation)) and an experienced educator (M.Ed). Our primary target market is Accounting and CPA firms, and we aim to support these professionals in their endeavors to assist their clients effectively.
We firmly believe in the saying, "Experience is the best teacher." By understanding and implementing a retirement plan for their firms, accountants and CPAs are better trained and equipped to help their clients install retirement plans.
