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Imtiaz Munshi CPA (US)

Imtiaz Munshi, CPA, is CFO at Azstec, LLC and a trusted advisor to high-net-worth entrepreneurs. As a business strategist and tax planner, he helps clients scale smartly through proactive financial and operational guidance.
An entrepreneur at heart, Imtiaz brings deep expertise in strategy, tax optimization, and executive leadership—empowering HNEs to grow their ventures with clarity and confidence.

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25+

Years of Experience

4.4/5

Average Rating

Avg. Completion Rate

10+

Number of Courses

Knowledge You Need, From Experts You Trust

Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.

How to Meet the New CDFA Continuing Education Requirements (2026)

By Imtiaz Munshi, CPA 307 Reads

Form 1041 Guide: Income Tax Reporting for Estates & Trusts

By Imtiaz Munshi, CPA 293 Reads

Risks of AI in Accounting: What Professionals Need to Know

By Imtiaz Munshi, CPA 289 Reads

What Is a CPE Wallet? A Smarter Way for CPA & Accounting Firms to Manage Continuing Education

By Imtiaz Munshi, CPA 310 Reads

How to Build a Modern CPE Learning and Compliance Strategy for Government Organizations

By Imtiaz Munshi, CPA 317 Reads

7 CPE Learning and Compliance Challenges Government Organizations Face and How to Overcome Them

By Imtiaz Munshi, CPA 318 Reads

FINANCE

Michael Burry Bets Against AI Rally. Is a 1987-Type Crash Coming?

Wall Street has a funny habit: when stocks keep setting records, caution starts sounding less intelligent with every green trading screen. That is roughly where Michael Burry finds...

Aug 10, 2026

4 Min Read

FINANCE

Social Security Is on the Clock. What Happens in 2032?

Americans have a peculiar relationship with Social Security. We worry that it will disappear, depend on it anyway, and then elect people who would rather discuss almost anything el...

Aug 10, 2026

5 Min Read

FINANCE

How Tax Strategy for the Rich Built the Biggest Hedge Fund

Imagine telling a room full of accountants that a portfolio can make investors richer while producing enough losses to lower taxes elsewhere. Half the room would reach for coffee. ...

Aug 07, 2026

5 Min Read

FINANCE

Is AI’s Circular Financing Boom Repeating the Dot-Com Era?

Every boom produces a deal that makes the accounting department stop mid-sip. In AI, that moment may have arrived with reports that Nvidia could guarantee up to $250 billion of fin...

Jul 28, 2026

5 Min Read

FINANCE

Why Is Baker Tilly Replacing $3 Billion in Private Credit?

A $3 billion refinancing is the kind of number that makes even a seasoned finance leader stop scrolling. Deutsche Bank is preparing to market about $3 billion of debt for Baker Til...

Jul 21, 2026

5 Min Read

FINANCE

7-Eleven Owner Ends Go-It-Alone Era with SoftBank

Independence works well until the bill arrives. For years, Seven & i Holdings treated strategic control like the last cup of coffee on an overnight shift: keep a firm grip and ...

Jul 14, 2026

5 Min Read

4.4 out of 5

348 ratings

Excellent

Very Good

Average

Poor

Arlon Warner, Owner

5 Stars

Michael Gerard, Analyst

Some of the final quiz questions were poorly written.

Jeffrey McGahren, Owner

Interesting course on how AI is being utilized in the industry

Stephanie Chan, Accounting Manager

Excellent

Firas Khayyat, Finance Manager

hope there will be a video course on ethics it would be more valuable and interesting

Kathleen Connolly, Manager

thanks!

,

Very informative and helpful. I fully enjoyed the session. It was very informative and I have registered for the self study program to listen the audio again! I have also downloaded the slides as a keepsake.

Aarti Parmar, Staff or Senior

Slides have good presentation and information.

Michael Bonaventure, Owner

Great

Richard Dewey, Principal

The study materials were very good.

michael kohoutek, Business Consultant

great topic - learned a lot

Cheng Chen, Auditor

Great course.

Imtiaz Munshi CPA (US)

AZSTEC LLC

4.4

Progress over perfection!

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Imtiaz Munshi CPA (US)

How to Meet the New CDFA Continuing Education Requirements (2026)