100+ Qualifications

CPA (US)
Certified Public Accountants (CPA-US)
EA
Enrolled Agents (EA)
AFSP
Annual Filing Season Program (AFSP)
CIA
Certified Internal Auditors (CIA)
SHRM
SHRM Professionals
CRTP
California Registered Tax Preparers (CRTP)
CMA
Certified Management Accountants (CMA)
CPP
Certified Payroll Professional (CPP)
HRCI
Human Resource Certification Institute (HRCI)
CPA/ABV
Accredited in Business Valuation (ABV)
CPA/PFS
Personal Financial Specialist (PFS)
CGMA
Chartered Global Management Accountants (CGMA)
CFA
Chartered Financial Analyst (CFA)
CFP® (US)
Certified Financial Planner (CFP-US)
DE LPA
Delaware Licensed Public Accountant (DE-LPA)
CFE
Certified Fraud Examiner (CFE)
CGFM
Certified Government Financial Manager (CGFM)
ChFC
Chartered Financial Consultant (ChFC)
ORTP
Oregon Registered Tax Preparers (ORTP)
CPA/CITP
Certified Information Technology Professionals (CITP)
CISA
Certified Information Systems Auditor (CISA)
IAP
Internal Audit Practitioner (IAP)
CRISC
Certified in Risk and Information System Control (CRISC)
CISM
Certified Information Security Manager (CISM)
ERPA
Enrolled Retirement Plan Agent (ERPA)
CWS
Certified Wealth Strategist (CWS)
TEP
Trust and Estate Practitioners (TEP)
CFIRS
Certified Fiduciary and Investment Risk Specialist (CFIRS)
RICP
Retirement Income Certified Professional (RICP)
CRMA
Certification in Risk Management Assurance (CRMA)
CIMA
Certified Investment Management Analyst (CIMA)
FPC
Fundamental Payroll Certification (FPC)
CDFA
Certified Divorce Financial Analyst (CDFA)
PMP
Project Management Professional (PMP)
CICA
Certified Internal Controls Auditor (CICA)
CPWA
Certified Private Wealth Advisor (CPWA)
CPA/CFF
Certified Financial Forensics (CFF)
CVA
Certified Valuation Analyst (CVA)
FSCP
Financial Services Certified Professional (FSCP)
MAFF
Master Analyst In Financial Forensics (MAFF)
QIAL
Qualification in Internal Audit Leadership (QIAL)
CTP
Certified Treasury Professional (CTP)
FRM
Financial Risk Manager (FRM)
IA LPA
Iowa Licensed Public Accountant (IA-LPA)
Maryland Tax Preparer
Maryland Tax Preparer (MRTP)
ME LPA
Maine Licensed Public Accountant (ME-LPA)
CCS
Certified Controls Specialist (CCS)
CGAP
Certified Government Auditing Professional (CGAP)
CAP
Chartered Advisor in Philanthropy (CAP)
CLU
Chartered Life Underwriter (CLU)
RMA
Retirement Management Advisor (RMA)
CSA
Certified Senior Advisor (CSA)
ChSNC
Chartered Special Needs Consultant (ChSNC)
CBA/MCBA
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
FPAC
Certified FP&A Professional (FP&A)
CASL
Chartered Advisor in Senior Living (CASL)
CLF
Chartered Leadership Fellow (CLF)

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Topics & Courses

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15,000+ Hrs of Content
500+ Subject Areas
700+ Content Creators
Mandatory Ethics Courses
250+ Compliance Packages
100+ Advanced Certification Programs
100+ Industry Conferences Access
Live, Audio, Video, E-Books
Insights - CPE Approved News Articles
Audio Based Courses
Compliance Tracking and Report
Mobile App Access (iOS and Android)
Podcasts with Industry Leaders
Monthly and Quarterly Updates
Access to Communities
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Compliance for 50 States & 100+ Qualifications
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Dedicated Relationship Manager
Learning & Development (L&D) Services
Practical Training Programs
Pre-built Assessments (Tax, Audit, Accounting)
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Mark Lobb

4.5 / 5

Estate Planning
Asset Protection Planning
Succession Planning
Tax Optimization

Mark Lobb is a Partner and Co-Founder at Lobb & Plewe, which provides legal services for businesses, their owners and their families. Mark serves on several non-profit boards of directors and is currently the President of a non-profit hospice. He has published many articles and provided webinars, podcasts and continuing education lectures on estate planning, asset protection, taxation and succession planning to professional groups and organizations.