CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.
CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.
1 CPE credit of Specialized Knowledge for all CPAs
1 CPD credit (Verifiable) for Canadian CPAs
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
the efficacy and application of 30 common trusts
basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)
introduction to financial & estate planning for iras
how to accurately prepare the 709 gift tax return
passive activity loss limitations: working with the complex pal rules & real estate tax issues.
pooled income funds: the best kept secret in planning from the shallow end to the deep end
not your grandma’s crt: using charitable planning tools to solve business problems
estate tax planning for a lower estate tax exemption
qualified business income deduction - everything you need to know
caseview fundamentals
ethics: 7 questions you must ask of every job candidate
ethics: the grateful accounting / tax professional
in-depth review of u.s. - ca tax treaty - a primer
aicpa code of conduct in the real world
best workshop on partnership & llc (form 1065) tax return review & case study (new)
We are in an age where clients expect customized advice and have more choice than ever before. Firms that find ways to stay relevant will attract clients and those that don’t will have more trouble competing. A client advisory board can be the most powerful tool you have for increasing loyalty and driving growth. By leveraging it the right way, you can learn how to make your client engagements more relevant to them, how to maximize the value of client meetings, and streamline your services. Following this strategy you will learn what prospective clients really want when they engage you, how to differentiate your business from the competition, and how to enlist clients as ambassadors.
