Build Back Better Act: On the Back Burner?

Webinar Qualifies For

• 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
• 1 General Credit for Accountant/Bookkeeper/Tax Professionals
• 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01030-22-O)
• 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-0899)
• 1 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
• 1 PL Credit for Chartered Financial Analyst (CFA)
• 1 CE Credit for Chartered Financial Consultant (ChFC)
• 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01030-22-O)
• 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01030-22-O)
• 1 CE Credit for Certified Senior Advisor (CSA)
• 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-01036-22-O)
• 1 CPD Credit for Trust and Estate Practitioners (TEP)
• 1 CE Credit for Certified Wealth Strategist (CWS)
• 1 CE Credit for Retirement Income Certified Professional (RICP)
• 1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CE Credit for Financial Services Certified Professional (FSCP)
• 1 CE Credit for Wealth Management Certified Professional (WMCP)
• 1 CE Credit for Chartered Advisor in Senior Living (CASL)
• 1 PL Credit for CIPM
• 1 CE Credit for Chartered Special Needs Consultant (ChSNC)

About Instructor

Daniel Rahill

, Wintrust Wealth Management

Daniel F. Rahill is a Managing Director at Wintrust Wealth Management, where he works with clients to determine their financial objectives and develop strategies for their tax, estate, investment, philanthropic, and family capital needs. Dan works closely with shareholders and their privately-held businesses on mergers, acquisitions, divestitures, and succession planning. He also advises wealthy families on tax minimization, wealth preservation, and family office management. 

Previously, Dan was with KPMG for 27 years, where he held numerous leadership roles over his 21 years as a tax partner, including tax managing partner of the Chicago Metro Business Unit and trustee of the KPMG Foundation. He served as the lead partner on many of KPMG’s high-profile multinational accounts, privately-held companies, and family offices. Prior to KPMG, Dan practiced law in Chicago, specializing in tax and estate planning. He began his career in audit with Ernst & Young.  

Dan frequently lectures to CPA societies, bar associations, family office organizations, trade and industry groups, and universities. He is often published and interviewed in the media, including Chicago Tribune, Crain’s Chicago Business, ABC7, WBBM Radio, Yahoo Finance, and the Illinois CPA Society’s Insight Magazine. Dan is currently President of the Illinois Chapter of the American Academy of Attorney-CPAs, the Financial Planning Association of Illinois and the Chicago Estate Planning Council. He is a former chairman of the Illinois CPA Society, and serves on three academic advisory boards and several nonprofit boards and committees. 

Dan graduated from the University of Notre Dame with a bachelor’s degree in accounting, received his law degree and a master of laws in taxation (LLM) from the DePaul University College of Law, and is admitted to practice law before the United State Tax Court.

Additional Information

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.