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Tuesday, March 02, 2021 | 11:30 AM EST
1 CPE credit for Certified Fraud Examiners (CFEs)
1 CPE credit for Certified Financial Services Auditor (CFSA)
1 CPE credit of Maryland Tax Related Subjects for Maryland Tax Preparers
1 CPE credit of Taxes for all CPAs
1 CPD credit (Verifiable) for CPA/PFS
1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)
1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
1 CE credit of Federal Tax Update for Oregon Tax Preparers
1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )
1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)
1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
email extinguisher: simple steps to shrink the inbox
Dec 31, 2020 | 02:30 PM EST View Details
executive overview of repatriation of foreign earnings (topic 606)
Feb 01, 2021 | 10:00 AM EST View Details
excel accountant: taming large spreadsheets
Feb 04, 2021 | 10:00 AM EST View Details
kpi’s (key performance indicators): how to implement them and achieve success through them
Feb 09, 2021 | 10:30 AM EST View Details
dealing with irs collections division (part i)
Feb 18, 2021 | 01:30 PM EST View Details
excel accountant: pivot tables part 1
Mar 01, 2021 | 09:30 AM EST View Details
quickbooks: tricky & complex situations for advance learners
Mar 01, 2021 | 09:30 AM EST View Details
year-end payroll updates (latest)
Mar 01, 2021 | 09:30 AM EST View Details
most profitable strategies for cpa firms: 11 specific strategies of the most successful cpa firms
Mar 01, 2021 | 09:30 AM EST View Details
basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)
Mar 01, 2021 | 10:00 AM EST View Details
annual federal tax update - individuals (form 1040)
Mar 01, 2021 | 10:00 AM EST View Details
estate and financial planning: latest topics and best techniques
Mar 01, 2021 | 10:00 AM EST View Details
intermediate/advanced course on educational tax credit benefits and financial planning
Mar 01, 2021 | 10:00 AM EST View Details
corporate external financial reporting decisions
Mar 01, 2021 | 10:00 AM EST View Details
fraud update - latest 2020
Mar 01, 2021 | 10:00 AM EST View Details
The rate of estate tax policy change will likely increase and it will be affecting quite of bit of your clients. The Democratic Party, based on their prior attempts, will more than likely lower the estate tax exemption, which will bring clients from not having to pay Estate tax to the possibility that they might now have to pay it. In order to help minimize your clients’ estate tax at death, it is crucial to understand what can be done now.
Whether, you’re a financial advisor, CPA, or attorney, clients will be looking to you for the best estate tax strategies.
This session will provide, ideas, tips, and tools to help plan your client’s estate tax planning. Bob will cover the following and much more:
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.
Partner, Keebler & Associates LLP
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.
At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.
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