Executive Vice President, Sales, SAM Technology
Todd offers more than 27 years of experience emphasizing succession planning and business Development in the accounting and tax industry
The scope of todd's experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practice, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.
Todd also speaks at regional and national conference as an authority on succession planning and integrating financial planning into accounting practices. Todd is series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father of three children - Sydney, Benjamin and Brooklyn
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.
123 Ratings
HO
Oct 5th, 2022
The session was informative
JA
Sep 27th, 2022
Good stuff
WK
Sep 27th, 2022
MyCPE was easy to hset
JS
Oct 5th, 2022
Understandably, some of the CPE programs do include some advertising from the presenter. However, this was completely an advertisement for this presenter's company. The polling questions were only seeking potential clients. I feel like I did not gain any knowledge from this presentation. This is the FIRST CPE program that I felt this way about.
HS
Oct 4th, 2022
Good presentation
1 Credit
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