Advisor, American Portfolios Financial Services Inc.
Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc. He is a Chartered Financial Analyst, Certified Public Accountant and Certified Financial Planner. Mr. Mazzola has developed a series of Financial Literacy workshops which are conducted monthly for the patrons of the Freeport Public Library, and is the appointed chairman of the Pro Bono committee of the Financial Planning Association of Long Island.
Duration
Course Level
Instructional Method
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.
503 Ratings
PL
Sep 28th, 2020
I did not take this course to earn CPE; rather, I wanted to gain personal knowledge about social security as I had hoped to retire early. This was an extremely helpful webinar. It was not only informative, it was actually very interesting. Mr. Mazzola was very knowledgeable and presented the material in a manner that easily kept my attention. I expected a dry, boring presentation, but this was not the case here! Thank you so much.
CB
Jan 29th, 2021
Based on the material, I think this topic for this speaker needed more time. The speaker gave great additional stories. He seemed during the session rushed in his presentation, The speaker was very good. Perhaps this should have been done in a 2 hour format to accommodate all these factors.
SR
Sep 17th, 2021
Great overview of the social security program and how your payout can be effected by any number of scenarios. Seems like something that should be recommended to everyone, regardless of your profession.
DP
Aug 4th, 2021
Dan's passion for helping folks in making well informed and strategically important decisions regarding social security was evident in his class. This was well worth my time.
JB
Jan 29th, 2021
I learned a lot in this Webinar that are applicable both professionally and personally. I will recommend this Webinar to my colleagues.
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Taxes
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.webp "Annual Federal Tax Update - Individuals (Form 1040)")
.webp "S Corporation - (Form 1120S) - Formation to Liquidation")
