CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

$120
Federal Tax Update – Individual & Business Current Developments

Federal Tax Update – Individual & Business Current Developments

  • Sep 22, 11:00 AM EDT
  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CTEC
Register
  • 4 (3)
$15
The Mathematics of Estate Planning for IRAs After the Secure Act

The Mathematics of Estate Planning for IRAs After the Secure Act

  • Sep 24, 10:00 AM EDT
  • AFSP
  • CFP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
Register
  • 4.6 (107)
$120
Federal Tax Update – Individual & Business Current Developments

Federal Tax Update – Individual & Business Current Developments

  • Sep 24, 12:00 PM EDT
  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CTEC
Register
  • 4 (3)
FREE
Key Estate Planning Considerations

Key Estate Planning Considerations

  • Sep 24, 03:30 PM EDT
  • AFSP
  • CFEs
  • CPA (US)
  • CVA
  • CFA
  • EA
Register
  • 4.7 (1.3k)
$120
Federal Tax Update – Individual & Business Current Developments

Federal Tax Update – Individual & Business Current Developments

  • Sep 27, 10:00 AM EDT
  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CTEC
Register
  • 4 (3)
$20
Estate Planning for IRAs Payable to Trusts After the Secure Act

Estate Planning for IRAs Payable to Trusts After the Secure Act

  • Sep 27, 01:30 PM EDT
  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
Register
  • 4.6 (49)
$10
Critical Impact of The Secure & Cares Acts On Your Clients Retirement and Estate Plans (Latest 2021)

Critical Impact of The Secure & Cares Acts On Your Clients Retirement and Estate Plans (Latest 2021)

  • Sep 27, 04:00 PM EDT
  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
Register
  • 4.5 (796)
$120
Federal Tax Update – Individual & Business Current Developments

Federal Tax Update – Individual & Business Current Developments

  • Sep 29, 11:00 AM EDT
  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CTEC
Register
  • 4 (3)
$120
Federal Tax Update – Individual & Business Current Developments

Federal Tax Update – Individual & Business Current Developments

  • Oct 01, 12:00 PM EDT
  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CTEC
Register
  • 4 (3)
$20
Estate Planning for IRAs Payable to Trusts After the Secure Act

Estate Planning for IRAs Payable to Trusts After the Secure Act

  • Oct 11, 03:30 PM EDT
  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
Register
  • 4.6 (49)
$10
Key Estate Planning Considerations

Key Estate Planning Considerations

  • AFSP
  • CFEs
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
Register
  • 5 (3)
$50
Understanding The Secure Act (Comprehensive Overview Latest Updated)

Understanding The Secure Act (Comprehensive Overview Latest Updated)

  • AFSP
  • CPA (CA)
  • CPA (US)
  • EA
  • Tax Preparer
  • Oregon Tax Preparer
Register
  • 4.7 (6)
$10
IRS Issues Informal Cares Guidance on IRAs And Qualified Plan

IRS Issues Informal Cares Guidance on IRAs And Qualified Plan

  • AFSP
  • CPA (CA)
  • CPA (US)
  • EA
  • Tax Preparer
  • Oregon Tax Preparer
Register
  • 4.8 (8)
$20
The Mathematics of Estate Planning For IRAs after the Secure Act

The Mathematics of Estate Planning For IRAs after the Secure Act

  • AFSP
  • CPA (CA)
  • CPA (US)
  • EA
  • Tax Preparer
  • Oregon Tax Preparer
Register
  • 4.9 (14)
The risk of needing long term care—a designation given to a broad range of services designed to meet an individual’s mental, emotional o... read more

Paul Winn, CLU, ChFC

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
5.5 Credits
$55
Estate Tax Planning examines the various aspects of planning for the estate tax liability.  The course begins with a discussion of the ... read more

Paul Winn, CLU, ChFC

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
3 Credits
$30
In this course you will be introduced to terms and concepts used in connection with annuity contracts. Each new term is defined in the text ... read more

Paul Winn, CLU, ChFC

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
5 Credits
$50
In this course you will be introduced to terms and concepts used in connection with personal life insurance planning. Each new term is defin... read more

Paul Winn, CLU, ChFC

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
2.5 Credits
$25
Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflati... read more

Paul Winn, CLU, ChFC

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
6 Credits
$60
The landmark legislation known as the Patient Protection and Affordable Care Act (PPACA), signed into law in 2010, affects a wide range of i... read more

Paul Winn, CLU, ChFC

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • SHRM
  • CTEC
5 Credits
$50
Employer-sponsored retirement plans, generally referred to in the aggregate as qualified employee plans, constitute one of the important “... read more

Paul Winn, CLU, ChFC

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
3 Credits
$30
The Earned Income Credit (EIC) is a refundable tax credit that has a significant impact on United States revenue. In fact, EIC claims in any... read more

Paul Winn, CLU, ChFC

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
4 Credits
$40
Few advantages are as sought after by parents for their children as an education that will enable them to grow professionally and enjoy the ... read more

Paul Winn, CLU, ChFC

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
4.5 Credits
$45
Each year, various limits affecting income tax return preparation and tax planning are affected by inflation-related changes. In addition, t... read more

Paul Winn, CLU, ChFC

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
9.5 Credits
$95
The Tax Cuts and Jobs Act of 2017 (TCJA), signed into law during the closing days of 2017, significantly affects tax planning and the income... read more

Paul Winn, CLU, ChFC

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
3 Credits
$30
The Tax Cuts and Jobs Act of 2017 (TCJA), signed into law during the closing days of 2017, affects the tax planning and income tax liability... read more

Paul Winn, CLU, ChFC

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
3 Credits
$30