Affiliate Partnerships: Making Money and Understanding the Process

  • Accountant
  • AFSP
  • CRTP
  • CPM (CA)
  • CPA (US)
  • EA
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

An affiliate partnership is an agreement in which a firm pays another business or referrer ('the affiliate') a commission for sending traffic and/or sales their way. This can be achieved through web content, social media, or product integration.

Following are the Key Topics covered in this CPE webinar:

  • Affiliate/Referral Partner Program
  • Who and what qualifies for the Affiliate/Referral Program
  • How much funding is possible from ERC per employee
  • Required documents to apply for the Affiliate Program
  • How long Partnership funding takes to complete

In this CPE course, we will cover an affiliate and referral partnership opportunity with a focus on the Employee Retention Tax Credit program (ERTC) which can help make an extra source of income for those a part of the program without the need to do much extra work. We will tie everything together with a case study that includes the process of referring businesses as part of the Affiliate Partnership.

Join this CPE webinar to understand how to make money with Affiliate Partnership!

Learning Objectives

  • To discuss what an Affiliate Partnerships Program is
  • To explain what an Affiliate classifies as.
  • To explore what ERTC or referrals qualify for the Affiliate Partnerships Program or not.
  • To analyze how to get the process started to become an Affiliate Partner.
  • To discuss how to become a part of an affiliate partners program with Valiant Capital.

Recommended For

  • This CPE webinar is recommended for CPA, CPM, Tax Resolution Specialists, Strategic Advisors, Financial Controllers, Registered Preparers, Tax Managers, CFOs, Payroll Providers, and Financial Service Providers who want to understand how to make money with Affiliate Partnership.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookeeper
  • 1 CPE Credit for Certified Payroll Managers (CPM)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1023)
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01275-22-O)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01275-22-O)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01275-22-O)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

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 maintenance 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.

NASBA APPROVED

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.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Maria Martinez, CLU, ChFC

Regional Sales Director, Valiant Capital

Maria is the Regional Sales Director at Valiant Capital and oversees all affiliate partnership operations and sales strategies. Before Valiant Capital, she gained over 20 years of experience in the finance industry, from working and advising in investment and asset management, serving the military and their families, to providing risk management solutions.

Maria holds the Series 65 license as Uniform Investment Advisor, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). All in all, she is passionate about business development and community involvement.

Maria is known for sharp financial interpretations, and she quickly brings her analysis of the latest tax updates, affiliate partnerships, and IRS guidance to the professional community.

About Company

Valiant Capital

www.valiant-capital.com

Valiant Capital is a Direct Lender and Capital Advisory Firm that assists business enterprises to acquire loans from selected reliable lenders, as well as offer quality financial consultancy services to help businesses and business owners achieve all-around business success. 


With our wealth of experience in commercial funding gained from over 25 years in the lending business, we have helped businesses and developers raise capital at the best terms and rates to acquire, refinance or restructure their businesses and real estate. Valiant Capital has done hundreds of transactions with over half a billion dollars in complex Commercial Financing and over a hundred million dollars for Employee Retention Tax Credits.


Co-headquartered in Austin and Houston, we serve clients nationwide with a primary focus in Texas.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

50 Ratings

Excellent

31

Very Good

13

Average

4

Poor

1

Terrible

1

LS

Laura Stahl, Tax Professional

Aug 9th, 2022

This was a class I took to see what myCPE is like. I've considered paying for the annual membership, but didn't want to sign up until I'd attended a class. So, while this course isn't relevant to me or my practice, it helps me to know that I will be signing up for the annual subscription later this year. For now, I am working only on completing my studies for the EA certification I'm focused on right now.

JJB

Joetta J Buell, EA

Aug 9th, 2022

I learned so much today, that I had absolutely no idea about, since I don't do many businesses other than sole props.

DG

Deborah Gaither, AFSP

Aug 10th, 2022

Topic information was presented in a professional manner & very informative.

MBY

Melody Bass Young, AFSP

Aug 9th, 2022

Outstanding

BB

Brian Berger, CPA (US)

Aug 9th, 2022

n

Affiliate Partnerships: Making Money and Understanding the Process

FREE

1 Credit

Subject Area

Taxes

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