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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Tax planning involves taking a proactive
approach to paying taxes.
While it
is illegal to avoid paying taxes that you owe, there is nothing wrong with
looking at your income and potential deductions in advance to pay the least
amount of tax possible under the law.
Taxes are
a bane for just about everyone except accountants, but they are an inevitable
fact of life. The rules are constantly changing and it can seem like the deck
is stacked against the honest taxpayer. Don't despair though; there are still
simple ways for Canadians to limit their tax exposure.
This CPD course is for individuals who are new
to Canada and/or just beginning to learn about Canadian taxation.
It
highlights essential tax-saving concepts. How you apply the combination of
these concepts will shape your retirement and estate. It outlines 3 key life
stages where tax planning is essential: Short Planning; and Long Term – Estate
Tax Planning to maximize your income and pay less tax.
During
each of these key life stages, the goal is to provide you with the maximum income
and pay the least amount of tax. The decision on your investment strategy will
impact ultimately what your income will be during retirement, how much tax you
will pay, and what your beneficiaries will get.
This CPD Tax course will provide you with things that you should consider at each stage of your life.
, EXPERIOR FINANCIAL GROUP Inc.
Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.
While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily.
It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax.
She is focused on helping them in building wealth for future generations to leave a sizable
legacy effortlessly by following a few simple steps.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
321 Ratings
Excellent
154
Very Good
111
Average
40
Poor
14
Terrible
2
JL
Jun 28th, 2022
An excellent survey of the subject. Th handout will make for a good reference tool for work and further research of the subject
CC
May 5th, 2022
The presenter was easy to listen to, spoke at a good pace, tried to make jokes & keep everyone engaged. Great job!
AA
Oct 24th, 2022
This webinar is actually one of the best I have taken via MyCPE, worth taking. Great instructor!
KK
Jun 28th, 2022
Great instructor. How great that she shared her faith and the Bible.
XY
Feb 1st, 2022
Great topic, the instructor is very knowledgeable on the topic.
2 Credits
Add to WatchlistThis 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
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
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CE
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