Principal, Two Hawks Consulting, LLC
Randy A. Fox, CFP®, AEP® is the founder of Two Hawks Consulting, LLC. and a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He is also the co-founder of EzCharitable, LLC, an online training resource for professional advisors who wish to expand their capabilities in philanthropic giving. Mr. Fox has authored hundreds of articles and presentations for attorneys, financial advisors, CPAs and HNW families. He is the Editor in Chief of Planned Giving Design Center, a national newsletter and website for philanthropic advisors. Mr. Fox attended Washington University in St. Louis where he studied Chinese and Political Science
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Pre-requisites
Advance Preparation
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#: 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# : 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.
90 Ratings
KK
Jun 2nd, 2022
This was a field I was more involved in about 20 years ago. Topics were covered which were new to me. This is valuable information.
TE
Jun 5th, 2022
Very good instructor
AF
Jun 2nd, 2022
Great course
ET
Jun 3rd, 2022
n/a
RW
Jun 2nd, 2022
I thoroughly benefitted from this presentation. But once again I was confronted with the harsh reality that the upper Middle Class have ways to protect their retirement monies, whereas the mid to lower middle class do not. We need a webinar that deals with those who have small businesses and not larger either C or S corporations.
1 Credit
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