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Brian Carney, CFP®,_AIF®,_ChFC®,_CDFA®,_CEPA
Thursday, March 04, 2021 | 02:00 PM EST
1 CPE credit for Certified Fraud Examiners (CFEs)
1 CPE credit of Taxes for all CPAs
1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)
1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )
1 CE credit of Federal Tax for Oregon Tax Preparers
1 CE credit of Federal Tax for Maryland Tax Preparers
1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )
1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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Feb 01, 2021 | 10:00 AM EST View Details
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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
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most profitable strategies for cpa firms: 11 specific strategies of the most successful cpa firms
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basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)
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annual federal tax update - individuals (form 1040)
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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
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Regardless of their business size, businesses have many options for employee retirement plans they can offer as part of their benefits package. With nearly half a dozen retirement plan options available, how can a business owner be sure to choose the perfect one for their company?
For over 20 years, Brian Carney, CFP® has been helping business owners design custom retirement plans to help reduce their personal income taxes while providing a robust benefit to their employees.
Key topics:
This webinar is suitable for business owner, CFO, CEO, Any Professionals or Planner who work with clients on retirement or financial planning.
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.
Co-Founder, RiversEdge Advisors, LLC
Brian Carney is the co-founder and face of
RiversEdge Advisors, LLC. From helping clients to business development to
volunteering in the community, his passion and zeal for financial planning shines
through in all that he does.
Beginning in 2001, Brian has spent his entire
career in the financial services industry, working two local firms prior to
merging his practice with RiversEdge Advisors in 2014. Not only has this merger
allowed Brian to continue providing purely independent and conflict-free
financial advice but has given him the opportunity to truly hone his craft and
share that with each and every one of his clients. As his experience has
evolved, Brian has found his niche serving business owners and entrepreneurs
seeking comprehensive planning services.
A lifelong Delawarean, Brian graduated from
the Tatnall School and Ursinus College. He has earned various industry
designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial
Consultant® (ChFC®), Certified Divorce Financial Analyst™ (CDFA™), Accredited
Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor (CEPA®).
Simplifying the complex, obtaining the seemingly unobtainable, and empowering
his clients to feel financially confident are what motivate him on a regular
basis. On any given day, you can find Brian going above and beyond to make sure
his clients are well taken care of. As a gentleman with a positive
attitude and proactive demeanor, Brian is heavily involved with client
relations. His personality and dedication enhance the RiversEdge client
experience from start to finish.
Brian is married to his college sweetheart,
Kristen, and together they have three children. As a family, they spend a lot
of time exploring and making long-lasting memories together. Brian is a
volunteer coach for his sons' football, basketball and baseball teams, and
loves any chance he gets to spend with his family. Passionate about animals,
their family regularly fosters dogs through Out of the Woods Rescue in Medford,
New Jersey. With Kristen leading the way, Brian’s family fostered and helped 17
dogs find forever homes over the past 2 years. When he isn’t dedicating his
time to his family, sports, or animals, Brian is heavily involved with his alma
mater, the Tatnall School, in Wilmington, Delaware.
At RiversEdge Advisors, we offer a fee-based platform, which provides comprehensive financial advice and services to individuals and business owners alike. We center our process around your unique goals and objectives, ensuring that your future is planned so you can spend more time doing what you love. Our team is equipped to handle even the most complex questions and concerns. We Offer a Full Range of Financial Planning, Asset Management and Retirement Plan Services for Business Owners
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