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Course Level :Basic
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Credits :2
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
Planning for retirement starts with
thinking about your retirement goals and how long you have to meet them. To
have a comfortable, secure—and fun—retirement, you need to build the financial
cushion that will fund it all. The key part of the same is to build strong
planning to reach there.
Retirement planning includes identifying
sources of income, estimating expenses, implementing a savings program, and
managing assets and risk. Future cash flows are estimated to determine if the
retirement income goal will be achieved.
However, retirement planning is a
multi-step process and in most cases, it evolves over time.
There have been significant changes to retirement plans that need to be understood and applied for your clients' tax and retirement planning.
Major topics covered in this Tax webinar :
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.
Owner, Pon & Associates
Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA
Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.
Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning.
Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
We provide a variety of services including:
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
27 Ratings
MR
Apr 19th, 2022
great course ... lots of useful information for clients and myself
JG
Mar 23rd, 2022
Really good course. Well organized and the instructor presented information clearly and provided relevant examples.
SD
Feb 24th, 2022
testing testimonial update 24-02-2022
DC
May 23rd, 2022
Great instructor enthusiasm and knowledge
TH
May 23rd, 2022
I like this instructor. However, the webinar was outdated and spent a while discussing Build Back Better which has already been voted down. The webinar description said the instructor would be available for questions which was an outright lie. During the webinar I was told there may be time for questions at the end - which is ridiculous - if it was pre-recorded you already knew there was no time for questions at the end.
2 Credits
Subject Area
Jul 05, 2022 | 09:00 AM EDT
Jul 05, 2022 | 09:30 AM EDT
Jul 05, 2022 | 09:30 AM EDT
Jul 05, 2022 | 10:00 AM EDT
Jul 05, 2022 | 10:00 AM EDT
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