For CPAs

We Teach CPE Courses To CPAs

CPA firms offering clients more comprehensive services enable them to attract prospective clients looking to switch firms in search of a more comprehensive solution provider. To that end, we provide CPA firms with continuing education so that they de-commoditize their practice and stand above the rest.

Why Take Courses Through Us?

  1. We are not just educators, we are also practitioners.  We provide real life experience implementing strategies that can be an invaluable asset to your CPA firm.
  2. We provide courses at your office which can be held over a series of days for maximum retention, rather than crammed in a 2 day course where nobody retains any information.
  3. We save you time and money.

What Courses Do We Offer? 

  • Annuity Applications in Today’s Marketplace
  • Choose Wisely: Life Insurance Beneficiary Options
  • Coordinating Ownership and Beneficiary Designations in the Estate Plan
  • Deferred Compensation Plans: Retaining and Rewarding Key Employees
  • Dynasty Trusts: The Gift That Keeps On Giving
  • Effective Planning with Annuities – The Tax Considerations
  • Effective Planning with Life Insurance – Minding the Tax Traps and Pitfalls!
  • Estate Planning
  • Estate Planning for IRAs
  • Estate Planning for Today’s Modern Family
  • Growing Your Practice with Financial Services (1hr)
  • Growing Your Practice with Financial Services (2hr)
  • Irrevocable Life Insurance Trusts and Alternative Strategies
  • Irrevocable Life Insurance Trusts: Function, Funding and Flexibility
  • Key Employee Planning
  • Key Employee Planning With Life Insurance
  • Life Matters – Debunking the Myths of Life Insurance
  • PASS and PASS Plus – A Split Dollar Alternative
  • PASS: Partnership Administration Succession Strategy
  • Post ATRA Playbook – Planning Opportunities for 2013 and Beyond
  • Retirement Planning
  • Social Security Retirement Benefits: Advanced Couples Strategies
  • Social Security Retirement Benefits: The Foundation
  • Succession Planning
  • Survivorship Standby Trusts: An ILIT Alternative
  • Taxation of Life Insurance: Effective Planning with Life Insurance – The Tax Considerations
  • The Role of Life Insurance in Buy Sell Planning
  • To Err is Human: Common Estate Planning Mistakes
  • Unlocking Life’s Possibilities Utilizing Life Insurance
  • What’s Hot in Life Insurance: Current Issues and Opportunities

Penn Mutual Life Ins. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. www.nasba.org.