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Trusted by 250,000+ Professionals
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
Select the topics of your interest to receive Webinars/Virtual Events/E-Books/Podcasts of your interest.
The concept can be applied to other countries, but the
example is using a Canadian company illustration.
How to
efficiently pass assets to your children without tax?
There are
several ways to transfer assets to your children. However, some are either not
tax advantageous or not a smart way to give a child access to money. Many
parents want to pass a significant asset to their children, and they start to
buy real estate.
In this CPE course, Linda Yao will describe
other ways to pass assets to children as a legacy investment efficiently
without paying tax or probate fees.
With minor
children or grandchildren, additional care must be taken to ensure there are no
hardships. To provide your grandchildren with an inheritance, consider how you
want to create those memories—and plan your inheritance carefully. Learn about
an inheritance’s promises and pitfalls, the best ways to leave money to
grandchildren, and how to prepare your grandchildren for one.
This CPE/CPD course will explore how revenge on an ex-spouse(s) could directly impact your beloved children and grandchildren.
Here is the link to your interests: CPD Webinars for Canada CPAs | Finance CPE courses
Note: Please take note that Linda Yao is a Canadian. She might be explaining a topic from real life by utilizing Canadian examples. However, the course is also acceptable for US titles. Below the course name, we have included the acceptable titles for continuing education.
, EXPERIOR FINANCIAL GROUP Inc.
Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.
While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily.
It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax.
She is focused on helping them in building wealth for future generations to leave a sizable
legacy effortlessly by following a few simple steps.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
36 Ratings
Excellent
17
Very Good
11
Average
7
Poor
1
Terrible
0
ME
Jul 19th, 2022
Excellent presentation on Universal Life Insurance. Terrific insight into a field that most people overlook or is just for individuals who are recently deceased. I definitely learned something new.
JN
Jul 18th, 2022
This was extremely informative and I would love to learn more on this topic in detail to calculate for financial planning a bit more exact.
JJW
Jul 18th, 2022
Instructor well presented. Learn a lot.
MLTT
Oct 26th, 2023
Easy enough
CG
Nov 24th, 2023
Interesting concept
1 Credit
Add to WatchlistThis course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
CPE
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CPD
PL
CE
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