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State Income Tax Residency & Retirement Income 2025-26

Oct 12, 10:00 AM EDT

  • 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

A Guide to Fundamental Qualified Plan Requirements - Part 1

Oct 12, 10:00 AM EDT

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

Tax Optimization: Retirement Planning in a Restructured Tax Regime

Oct 12, 11:30 AM EDT

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

Retirement Planning Strategies and Regulatory Considerations for IARs

Oct 12, 02:00 PM EDT

  • CPA (US)
  • CFP (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • TEP
  • CWS
  • RICP
  • CFIRS
  • IAR
  • CLU
  • CPFA/QPFC
  • FSCP
  • QKA
  • WMCP
  • IA LPA
  • APM
  • CASL
  • EBPAQC
  • QPA
  • CAP
  • JBEA
  • ME LPA
  • (k)RS
  • CIPM
  • TGPC
  • QKC
  • CPC
  • ChSNC
  • CPSP

Required Minimum Distributions: New Rules for Retirement Accounts

Oct 12, 03:30 PM EDT

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

An Overview of the FERS Retirement

Oct 12, 04:00 PM EDT

  • 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

Retirement Plan Design: Defined Benefit & Cash Balance

Oct 13, 12:00 PM EDT

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

A Guide to Fundamental Qualified Plan Requirements - Part 2

Oct 13, 12:30 PM EDT

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

Demystifying FERS and Calculating Your Retirement Eligibility

Oct 13, 04:00 PM EDT

  • 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

401(k)-Profit Sharing Plan Internal Compliance Audit-Part 1

Oct 14, 09:30 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • ERPA
  • LTC
  • CPFA/QPFC
  • QKA
  • IA LPA
  • APM
  • EBPAQC
  • QPA
  • JBEA
  • ME LPA
  • (k)RS
  • TGPC
  • QKC
  • CPC
  • CPSP

FERS Insights: Social Security and Supplemental Annuity Strategies

Oct 14, 04:00 PM EDT

  • 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

Intro to Nonqualified Deferred Compensation (NQDC)

Oct 15, 12:30 PM EDT

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

401(k)-Profit Sharing Plan Internal Compliance Audit-Part 2

Oct 15, 03:30 PM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • ERPA
  • LTC
  • CPFA/QPFC
  • QKA
  • IA LPA
  • APM
  • EBPAQC
  • QPA
  • JBEA
  • ME LPA
  • (k)RS
  • TGPC
  • QKC
  • CPC
  • CPSP

Strengthening Your Financial Health with FERS

Oct 15, 04:00 PM EDT

  • 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

Intro to Nonqualified Stock Options (NQSOs)

Oct 16, 11:00 AM EDT

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

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