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Monday, March 01, 2021 | 10:00 AM EST
2 CPE credit of Taxes for all CPAs
2 CPE credit for Certified Fraud Examiners (CFEs)
2 CPE credit for Certified Financial Services Auditor (CFSA)
2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
2 CPD credit (Verifiable) for CPA/PFS
2 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)
2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)
2 CE credit of Federal Tax for Oregon Tax Preparers
2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )
2 CE credit of Estate or Investment Planning for Maryland Tax Preparers
2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
2 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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"Did you know CPAs or EAs may charge premium rates for Estate and Financial Planning, better than rates charged for tax returns?"
This course offers the best techniques for incorporating Estate and Financial Planning into your practice. In addition to learning these techniques, you’ll discover the “why” behind the importance of adding these elements to your practice as well as how to broaden its growth. The landscape for CPAs and EAs serving individual clients is shifting. Consumers are seeking a primary point of contact to address the full scope of their financial needs, which include tax planning, estate, and gift planning, retirement planning, risk management and integrated advisory services.
During this course, we will discuss tax strategies for you to assist your clients in meeting their goals, securing their future.
This webinar helps certified public accountants (CPAs), CFPs, and other accounting professionals and tax practitioners navigate tax and planning regulations and strategies to achieve financial planning wins for their clients.
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#: 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# : 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.
Owner, Werner-Rocca Seminars. Ltd
Shelli Huston is an Oregon native. She attended Warner Pacific College where she received a Bachelors in Business with an Emphasis in Accounting. After obtaining her CPA's license, she continued on to Golden Gate University where she received her Master's Degree in Taxation.
Shelli worked in a small tax firm for many years. In 2006, she opened up her own tax and accounting firm. She has watched her business grow and expand to include teaching and writing. Shelli has over 20 years of experience in personal, business, estate, trust, and gift taxation, as well as QuickBooks and payroll. She enjoys working with clients of all types and small businesses, especially new businesses.
Shelli is passionate about the importance of being the best professionals we can be. This profession comes with an inherent integrity that takes work to uphold. Through her participation in education, she is excited to assist in upholding the professionalism of the accounting and tax profession.
Werner-Rocca Seminars, Ltd., is the premier company in the United States providing Continuing Professional Education to CPAs and other financial professionals. Specializing in the areas of Estate Planning, Financial Planning, Asset Protection Planning, Retirement and Fringe Benefit Planning, and Tax Planning, Werner-Rocca Seminars provides "Cutting-Edge CPE" training in many different educational formats. These formats include live seminars, video streaming through the internet, and self-study.
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