1 CPE credit of Finance for all CPAs
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
anatomy of an irs criminal investigation
anatomy of an irs audit
eq and you
hold on to your goods – preventing & detecting inventory fraud
who stole my cheese – profiles of different fraud perpetrators and how to prepare for them
irs form 1099 reporting req. including updates on form 1099-nec (latest 2020)
practical guide to iras – contributions & distributions for traditional, roth, sep & simple iras
the efficacy and application of 30 common trusts
new form 941, form 7200, erc, tax credits under ffcra, & other payroll updates in covid-19
documenting economic damages from covid-19 and civil unrest
tax updates latest (business & payroll)
estate planning fundamentals for iras 2020
estate planning for iras payable to trusts after the secure act
taxes on cryptocurrency & digital assets with latest irs guidance
section 199a update
This course will teach the financial professional several key things about the secondary mortgage market. Ranging from why it was created to several of the specific benefits it provides the mortgage market place. The student will walk away understanding how loans are bought and sold, what part of a loan is sold, who the services of a loan are, in addition to what function MBS’a play and who Fannie Mae / Freddie Mac and Ginnie Mae are?
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 through its website: www.NASBARegistry.org.
Director (Finance), LoanOfficerStore.com
Extensive training in the Mortgage field. Traveled country training loan officers on a wide range of issues from the fundamentals of writing a mortgage to Federal and State licensing training to pass their NMLS tests.
Created two-week training class from scratch at GreatStone mortgage. Went from 78 loan officers to 200 in six months with excellent retention and production increased 10 times. This was accomplished while I was an Executive Corporate manager. I conducted 75% of the training classes myself.
In addition, I have traveled the country selling lead generation materials for Dan Pinto seminars. Crowds were usually in the 300 range. At the same time, I was conducting two days of Boot Camp training for new loan officers.
Currently training Real Estate agents, CPA's and CFP's through CE classes that I have developed. All classes are NY State approved. In addition, I conduct much live training in Real Estate Agents offices during their regularly scheduled meetings. Please feel free to contact me if you would like to learn more about these programs.
The Loan Officer Store provides world class Loan Officer, Real Estate Agent & Financial Professionals training products, services, and resources.
We provide the highest quality tools and products, including a free amortization calculator and schedule, Loan Officer audio training, DVD training, and free Top 10 Lists.
Please visit www.LoanOfficerStore.com to get your FREE copies NOW!
These tools will help impact the mortgage broker industry to higher levels of education, integrity, credibility, and respect. We guarantee that every product and service in the Loan Officer Store are the best in the Mortgage Broker industry. This is my mission and commitment to you!