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 Business Management & Organization for all CPAs
1 CPD credit (Verifiable) for Canadian CPAs
1 CPD credit (Verifiable) of Personal Financial Planning Process for PFSs
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
SOX Internal Controls For Accounts Payable, Receivable & Inventory
Oct 20, 2021 | 09:00 AM EDT View Details
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Oct 20, 2021 | 09:00 AM EDT View Details
Is It Time for a Development Audit?
Oct 20, 2021 | 09:00 AM EDT View Details
IFRS Fixed Assets (Property, Plant & Equipment)
Oct 20, 2021 | 09:30 AM EDT View Details
QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement
Oct 20, 2021 | 10:00 AM EDT View Details
How to deal effectively with IRS Examinations and Criminal Investigations?
Oct 20, 2021 | 10:00 AM EDT View Details
SOX Overview
Oct 20, 2021 | 10:00 AM EDT View Details
Excel Accountant: Dynamic Arrays
Oct 20, 2021 | 10:00 AM EDT View Details
Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding
Oct 20, 2021 | 10:00 AM EDT View Details
Proper Preparation Submission & Negotiation - Offers in compromise(OIC)
Oct 20, 2021 | 10:00 AM EDT View Details
Building the Best Employee Handbook
Oct 20, 2021 | 10:00 AM EDT View Details
Powerful PowerPoint Presentations
Oct 20, 2021 | 10:00 AM EDT View Details
Key Estate Planning Considerations
Oct 20, 2021 | 10:30 AM EDT View Details
Adding Value to Retirement Plan Audits through Plan Governance: Overview
Oct 20, 2021 | 10:30 AM EDT View Details
Accounting & Tax Implications of Credit Losses
Oct 20, 2021 | 10:30 AM EDT View Details
CPAs are the world's most trusted advisors. Clients seek advice from them well outside the realm of tax compliance, accounting and auditing. Given the profession’s long-standing regulatory framework, the Code of Professional Conduct, universally recognized for the qualities of integrity, objectivity, due care and competence and through enforceable guidance in the delivery of high standard of services, CPAs who want to enrich their practices and created stronger relationships with their clients should look into financial planning and investment advising services.
For the following reasons CPAs should look into providing financial planning and investment advising services now:
This CPE webinar dives into the subject with the following Key Topics:
This will be a unique value webinar for the CPAs who are looking to expand their operations and services.
KL
Interesting and informative webinar. While my current position does not permit working in this capacity, i have had financial planning advisory exposure in the past, and had taken the Series 65 exam. This is good information to keep on hand should I choose to pursue this line of work in the future.
PP
The confidence of the speaker was remarkable. He had a lot of examples of financial planning techniques. The pace of the webinar was reasonable. I received answers to all my questions. I am really impressed.
NY
Overall an interesting topic and presenter was approachable. I do wish there was more information on to become licensed, real-world examples and pros and cons of taking on the new role.
SW
I though the topic was great and very relative as I was looking into this option a while ago (however have decided to take my career in another direction). thanks
BD
I have considered getting into doing Financial Planning so this course provided great information especially on the different ways to get certified.
PW
Good delivery platform and content is timely and applicable to ongoing development of the profession.
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