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Trump Accounts: Tax Rules and Client Planning

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • LTC
  • CWS
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • CIPM
  • ChSNC

IRA Contributions: Traditional IRA and Roth IRA

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • LTC
  • CWS
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • QKA
  • FSCP
  • WMCP
  • APM
  • IA LPA
  • CASL
  • QPA
  • QKC
  • CAP
  • ME LPA
  • (k)RS
  • CIPM
  • CPC
  • TGPC
  • ChSNC
  • CPSP

IRA-Based Retirement Plans: SIMPLE IRA and SEP

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • ERPA
  • TEP
  • LTC
  • CWS
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • QKA
  • FSCP
  • WMCP
  • APM
  • IA LPA
  • CASL
  • QPA
  • EBPAQC
  • QKC
  • CAP
  • ME LPA
  • (k)RS
  • CIPM
  • CPC
  • TGPC
  • ChSNC
  • CPSP

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • ERPA
  • TEP
  • LTC
  • CWS
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • QKA
  • FSCP
  • WMCP
  • APM
  • IA LPA
  • CASL
  • QPA
  • EBPAQC
  • QKC
  • CAP
  • ME LPA
  • (k)RS
  • CIPM
  • CPC
  • TGPC
  • ChSNC
  • CPSP

Reducing Lifetime Taxes in Retirement

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • ERPA
  • TEP
  • LTC
  • CWS
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
2 Credits

Ilene Slatko

Roth Conversion: Navigating New Tax Laws

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • ERPA
  • TEP
  • LTC
  • CWS
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • QKA
  • FSCP
  • WMCP
  • APM
  • IA LPA
  • CASL
  • QPA
  • QKC
  • CAP
  • ME LPA
  • (k)RS
  • CIPM
  • CPC
  • TGPC
  • ChSNC
  • CPSP

Medicare Surcharges: Reducing High-Income Costs

  • CPA (US)
  • CFP (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • TEP
  • CWS
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
2 Credits

Ilene Slatko

Understanding Trump Accounts for Newborns

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • LTC
  • CWS
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • CIPM
  • ChSNC

Distribution Strategies from Qualified Retirement Plans and IRAs

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • CDFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • ERPA
  • TEP
  • LTC
  • CWS
  • RICP
  • CIMA
  • CPWA
  • CFIRS
  • CLU
  • CPFA/QPFC
  • QKA
  • FSCP
  • WMCP
  • APM
  • IA LPA
  • CASL
  • QPA
  • RMA
  • NQPC
  • QKC
  • CAP
  • ME LPA
  • (k)RS
  • CIPM
  • CPC
  • TGPC
  • ChSNC
  • CPSP

Roth Accounts Explained: Contributions, RMDs & Strategies

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • CDFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • CWS
  • RICP
  • CIMA
  • CPWA
  • CFIRS
  • CLU
  • CPFA/QPFC
  • QKA
  • FSCP
  • WMCP
  • APM
  • IA LPA
  • CASL
  • QPA
  • RMA
  • QKC
  • CAP
  • ME LPA
  • (k)RS
  • CIPM
  • CPC
  • TGPC
  • ChSNC
  • CPSP

Adjustments for 1040 in Lacerte: Above-the-Line Deductions

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

401(k) Insights: Tax Perks, Contributions, and Rules

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • ERPA
  • TEP
  • LTC
  • CWS
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • QKA
  • FSCP
  • WMCP
  • APM
  • IA LPA
  • CASL
  • QPA
  • EBPAQC
  • QKC
  • CAP
  • ME LPA
  • CIPM
  • CPC
  • TGPC
  • ChSNC
  • CPSP

State Income Tax Residency & Retirement Income 2025-26

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • RICP
  • CLU
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • ChSNC

Individual Retirement Tax Updates under OBBBA

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • CDFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • LTC
  • CWS
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • CIPM
  • ChSNC

Tax Optimization: Retirement Planning in a Restructured Tax Regime

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • LTC
  • CWS
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • CIPM
  • ChSNC

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