CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
1 Credit
FREE
1 CPE credit of Taxes for all CPAs
1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00473-21-O)
1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0473)
1 CPE credit for Certified Fraud Examiners (CFEs)
1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)
1 CPD credit (Verifiable) for CPA/PFS
1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00473-21-O)
1 CE credit for Certified Senior Advisor (CSA)
1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00473-21-O)
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
corporate external financial reporting decisions
Sep 20, 2021 | 09:00 AM EDT View Details
everything you need to know about partnerships
Sep 20, 2021 | 09:00 AM EDT View Details
basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)
Sep 20, 2021 | 09:00 AM EDT View Details
financial intelligence for entrepreneurs, executives, and directors
Sep 20, 2021 | 09:00 AM EDT View Details
ifrs revenue recognition
Sep 20, 2021 | 09:30 AM EDT View Details
accounting education, practice, and research issues in response to the covid-19 pandemic
Sep 20, 2021 | 09:30 AM EDT View Details
excel accountant: dynamic arrays
Sep 20, 2021 | 10:00 AM EDT View Details
qbo: build right chart of accounts - base for accounting and reading financial statement
Sep 20, 2021 | 10:00 AM EDT View Details
fraud update - latest
Sep 20, 2021 | 10:00 AM EDT View Details
raising money for your non-profit organization
Sep 20, 2021 | 10:00 AM EDT View Details
introduction to financial & estate planning for iras
Sep 20, 2021 | 10:00 AM EDT View Details
retirement plan governance best practices: overview
Sep 20, 2021 | 10:00 AM EDT View Details
federal tax update – individual & business current developments
Sep 20, 2021 | 10:00 AM EDT View Details
best practices in cpa leadership understanding & enhancing your firm culture
Sep 20, 2021 | 11:00 AM EDT View Details
fundamentals of defined benefit plans
Sep 20, 2021 | 11:00 AM EDT View Details
This Course is Also Available in Self Study (On-Demand)
Click HereWhat is an annuity? Annuities are typically the most misunderstood financial product. They can provide lifetime income, principal protection, and an alternative to other investment. Annuity contracts can be complex from both design and income tax perspectives. There are many types of annuity contracts, as well as many applications for an annuity in the client's personal financial plan.
As the personal financial planner, you must be educated in the numerous applications and products available, and the tax consequences of annuities, to offer a reasoned opinion to clients regarding annuities in their overall financial plan.
This CPE webinar provides an overview of annuities, the phases of the annuity life cycle, the types of annuities and it also talks about the tax treatment of annuities. This CPE course looks at the numerous applications and products available, and the tax consequences so you can offer a reasoned opinion to clients regarding annuities in their overall financial plan.
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KR
Great, knowledgeable instructor who adds value with editorial comments about pros and cons of each product type.
LR
Great quick summary of annuities. Helped me to understand the basics. Complicated topic and speaker was very clear.
HY
LEARNED THE BASICS OF ANNUITIES.
RV
VERY GOOD
YS
OK
MP
A lot of great information
