Managing Director, Wealth Excel
For over 17 years, wealth strategist Aleksander Dyo has been on a mission to help profitable small business owners and high-net-worth individuals protect and grow their prosperity. As a serial entrepreneur, venture investor, and advisor, Aleksander brings his real-life experience and a practical rather than a theoretical application of wealth-building techniques to his clients.
He developed the Pre-Tax Wealth Creation Blueprint to help his fellow business owners maximize their savings and protect their assets in order to excel personal wealth while continuing to build a profitable business. Throughout his career, he has helped generate over $40 million in tax savings with an average annual contribution of $380K per client to their private retirement accounts.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
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.
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.
129 Ratings
DG
May 10th, 2022
excellent presentation. topic very informative.
DL
May 12th, 2022
Very interesting wealth planning tactic.
GC
Jul 14th, 2022
Unique and rare class.
KC
Jul 14th, 2022
tks
DS
Jul 19th, 2022
NA
1 Credit
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Taxes
This 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
.webp "Annual Federal Tax Update - Individuals (Form 1040)")
.webp "S Corporation - (Form 1120S) - Formation to Liquidation")
