Mastering Legal and Financial Planning Strategies 9 Credits
Select your learning mode
Legal and financial planning are considered to be some of the most complex subjects for modern-day management. This Full-day online CPE webinar attempts to cover some of the strategies required to excel as an accountant, tax professional, or finance professional, while you help your clients to manage a business, incapacity, immigration status, taxes, assets, legacy, and more.
Businesses and individuals are pushed to plan and manage for short as well as long-term planning as financial transactions increase in complexity. Such planning includes business continuity, long-term business plans, the success of the core management team, minimizing the tax payments, and others. Individual planning affected with this include tax planning, financial planning, medical fitness and care, estate planning, citizenship status such as immigration, incapacity planning et. al. This online CPE/CE course attempts to answer the questions of the Accounts, Tax, and/or Finance Professionals to deal with how best to serve the clients in different situations.Â
Stringent tax compliance requirements push business owners to prepare themselves with identifying tax-saving ideas and options, making the importance of business tax planning a key consideration. This course on taxes focuses on providing the full gamut of tax overview for different business structures. Tax professionals can pick and choose their specialization or the focused group based on their experience and expertise to improve their business horizons.
The possibility that anyone may be pushed to deal with incapacity circumstances cannot be ruled out. No one is absolutely risk-free from the concerns of incapacity planning. The best way to protect your assets and well-being is to protect your assets and long-term care, and have a plan ready for incapacity and crises.Â
The US attracts immigrants from around and world. Their variety of needs for financial and tax planning attracts a good business opportunity for tax professionals such as immigration tax planning. Avoiding surprises and optimizing the tax benefits through proper planning is one of their core needs opens up a hidden market for the tax professionals to focus on. Asset protection strategies are critical to all financial plans. This course covers the aspects of having a conversation with your clients about legal aspects of business planning.Â
Estate and legacy planning are the need of the hour for everyone. The planning strategies have changed dramatically during trying times. Tax and financial advisors need to understand the best planning options that can be available to the clients for the long as well as the short-term planning horizon.
In this online CPE/CE Course, the learned speaker Glen Wagstaff will help understand the changing scenarios for the professionals and identify the financial and legal strategies optimizing the results with the following Key Considerations:
This Online CPE course on Taxes is going to be a very attractive webinar, especially for the professionals who are practicing in or planning to develop and grow business in one of the niches.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 9 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00627-21-S) (Valid upto : Dec 31, 2024) | 9 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-00627-21-S) (Valid upto : Dec 31, 2024) | 9 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0599) | 9 CE | Approved |
| Personal Financial Specialist (PFS) | 9 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 9 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 9 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 9 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 9 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00627-21-S) (Valid upto : Dec 31, 2024) | 9 CE | Approved |
| Certified Wealth Strategist (CWS) | 9 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 9 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 9 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 9 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-00627-21-S) (Valid upto : Dec 31, 2024) | 9 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 9 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 9 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 9 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 9 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00627-21-S) (Valid upto : Dec 31, 2024) | 9 CE | Approved |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 9 CE | Eligible |
| Financial Planning for Chartered Life Underwriter (CLU) | 9 CE | Eligible |
| Certified Senior Advisor (CSA) | 9 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 9 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 9 CE | Eligible |
| CIPM | 9 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00350-20-O) | 1 CE | Approved |
| Annual Filing Season Program (AFSP) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0355) | 1 CE | Approved |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00350-20-O) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00350-20-O) | 1 CE | Approved |
| Financial Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
Credits
9
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.Â
Practicing Attorney specializing in niche areas of Estate
Planning and Probate law. Founding Member and Managing Partner of Inter Vivos,
PLLC
Financial Consultant with
experience in client relations, personal financial planning, group
presentations, hiring interviews, and client consultations.Â
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
KL
The instructor did a great job explaining the subject matter (which I don't work with in my current role). He used real-life examples to put the recommendations in an appropriate context that was easy to understand. Great webinar, with actionable recommendations.
DN
The opportunity to grasp aspects of Estate Planning paves the way to assist Tax clients who may seek such guidance. The knowledge gained compliments previous understanding of several sub-areas. Overall a great and useful experience.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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