Learn - Comply - Certify - All Year.
15K+
Hours
500+ Topics
250+
Packages
Ethics included
50+
Events
Live access
AI
Certify
Track + report
©2026 - www.my-cpe.com All rights reserved
support@my-cpe.com
30+
Years of Experience4.5/5
Average Rating89%
Avg. Completion Rate150
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
Poor
JR
Loved this teacher. She was very knowledgable informative.
JS
The instructor was really clear and covered the material clearly.
MD
Very helpful information. Although I would have loved some real life examples.
VV
Roth conversions can help reduce future tax exposure by moving assets from tax-deferred accounts to tax-free Roth accounts, with planning opportunities enhanced by stable long-term tax rules and strategic conversion windows.
KP
great understanding
MD
Illene always does a thorough presentation and her exhibits are outstanding; I would even use with my Clientele directly.
VV
The OBBBA introduces significant tax changes, including a higher $40,000 SALT deduction cap, a $2,000 Form 1099 reporting threshold, and a revamped permanent Opportunity Zone program with rolling 10-year designations.
SD
The presenter did a great job presenting the major changes with OBBBA. This is also a fantastic refresher for tax pros who need to catch up on the upcoming changes. My only recommendation is to also discuss the new Qualified Rural Opportunity Fund (30% basis step up/reduction).
NL
Great information, thank you.
MD
Found Ms Illene's presentation well thought out, and presented succinctly
Ilene Slatko
DSS Consulting
Congratulations!
Error!
Your session is about to expire. Extend it now to keep working without losing progress.
Click "Extend Session" to keep working. Your progress has already been auto-saved.
Don't worry - your progress has been saved automatically. Log in again to continue right where you left off.
After login, your saved data will be restored automatically and interrupted actions can resume.
You are already registered for this webinar on
Would you like to switch to the new date?