CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
2 Credits
$20
2 CPE credit of Taxes for all CPAs
2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00199-20-O)
2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0208)
2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
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 for Oregon Tax Preparers (Approval No. GEHNZ-T-00199-20-O)
2 CE credit of Estate or Investment Planning for Maryland Tax Preparers (Approval No. GEHNZ-T-00199-20-O)
2 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)
Oct 21, 2021 | 09:00 AM EDT View Details
Stratgeic Planning Essentials for Nonprofit and Small Businesses
Oct 21, 2021 | 09:00 AM EDT View Details
IRS Representation Series - Circular 230 Ethics and Updates
Oct 21, 2021 | 09:00 AM EDT View Details
How To Accurately Prepare the 709 Gift Tax Return
Oct 21, 2021 | 09:30 AM EDT View Details
Demystifying the Magic of Deferred Taxes
Oct 21, 2021 | 09:30 AM EDT View Details
Understanding Cash Frauds
Oct 21, 2021 | 09:30 AM EDT View Details
Tax Strategies for Real Estate: Crucial Insights: Acquisition and Depreciation Strategies
Oct 21, 2021 | 09:30 AM EDT View Details
Mastering QBO For Accountants - Techniques,Tips & Tricks, Advance Learning
Oct 21, 2021 | 10:00 AM EDT View Details
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
Oct 21, 2021 | 10:00 AM EDT View Details
AICPA Code of Conduct in the Real World
Oct 21, 2021 | 10:00 AM EDT View Details
Savvy Social Security Planning: All You Need to Know About Social Security Claiming Strategies
Oct 21, 2021 | 10:00 AM EDT View Details
Excel Accountant: Filtering Data
Oct 21, 2021 | 10:00 AM EDT View Details
Individual Tax Update (Latest)
Oct 21, 2021 | 10:00 AM EDT View Details
Basics of Nexus: Understanding State Tax Issues
Oct 21, 2021 | 10:30 AM EDT View Details
Influencing Skills
Oct 21, 2021 | 10:30 AM EDT View Details
"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.
