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Approved CPE/CE Courses on Retirement & Financial Planning for Accounting, Finance and Tax Professionals

  • 100+ Hours of Online CPE Approved Retirement & Financial Planning Courses for CPA, EA, CFP, CPA/PFS, ChFC & CSA,

  • All CPE Courses Approved for NASBA, IRS and respective regulatory bodies

  • Available in Live and Self-Study format

What the advisor should know about the living benefits of a life insurance policy
FREE
What the advisor should know about the living benefits of a life insurance policy
  • Aug 19, 10:00 AM EDT
  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
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  • 4.2
  • (62)
Roth IRA Distribution and Taxation
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Traditional and Roth IRA Distribution and Taxation
  • Aug 19, 11:30 AM EDT
  • Accountant
  • AFSP
  • CRTP
  • CFP (US)
  • CPA (US)
  • CFA
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  • 4.5
  • (610)
Estate Planning for Cannabis Business Owners
FREE
Estate Planning for Cannabis Business Owners
  • Aug 19, 04:00 PM EDT
  • Accountant
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
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  • 4.5
  • (36)
Zero Based Budgeting CPE Webinar
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Zero Based Budgeting
  • Aug 19, 04:00 PM EDT
  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
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  • 4.4
  • (9)
Social Security and Supplemental Annuity Considerations
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Social Security and Supplemental Annuity Considerations
  • Aug 22, 10:00 AM EDT
  • Accountant
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
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  • 4.3
  • (9)
7 Reasons to Not Fear Retirement Planning
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7 Reasons to Not Fear Retirement Planning
  • Aug 22, 11:30 AM EDT
  • Accountant
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
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  • 4.0
  • (5)
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues
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free cpe webinar on credit card processing fees
FREE
Credit card transactions are skyrocketing: Let's get smart about it
  • Aug 22, 12:00 PM EDT
  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
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  • 4.4
  • (731)
Reducing IRS Penalties
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Reducing IRS Penalties
  • Aug 22, 01:30 PM EDT
  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
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  • 4.6
  • (28)
Using Form 1040 as a Guide to Making Financial Planning Recommendations
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Using Form 1040 as a Guide to Making Financial Planning Recommendations
  • Aug 22, 03:00 PM EDT
  • Accountant
  • AFSP
  • CRTP
  • CGFM
  • CPA (US)
  • EA
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  • 4.3
  • (29)
Shannon’s Hall of Tax Curiosities: Curiouser and Curiouser…and Curiouser!
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Shannon’s Hall of Tax Curiosities: Curiouser and Curiouser…and Curiouser!
  • Aug 22, 03:00 PM EDT
  • Accountant
  • AFSP
  • CRTP
  • CGFM
  • CPA (US)
  • EA
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  • 4.6
  • (17)
Introduction to Estate Planning
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Introduction to Estate Planning
  • Aug 23, 10:00 AM EDT
  • Accountant
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
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  • 4.7
  • (7)

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