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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Date
Analyzing a client's tax return unveils a wealth of tax and financial planning opportunities.
Are your clients overpaying their taxes? Are they missing important tax and financial planning opportunities?
This online course will delve into Form 1040 and go over all the tax and financial planning tips that we can come up with for our clients. Not only will it review Form 1040, but also Schedules 1, 2, & 3. You will learn why Forms 8606 and 5329 can be your best friends.
In this CPE webinar Attendees will explore various opportunities for optimizing financial planning through a thorough analysis of Form 1040 and its associated schedules. We will delve into crucial aspects such as demographics, dependents, and filing status to assess the need for basic estate planning, 529 accounts, and disability insurance.
Major Topics Covered:
Join this CE Tax Webinar to understand Form 1040, Schedules 1, 2, and 3, as well as the invaluable Forms 8606 and 5329. Enhance your tax planning skills and gain a competitive edge in managing your finances effectively.
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.
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.
123 Ratings
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KL
Jan 10th, 2024
The instructor was very thorough and provided several additional ideas for added service to clients. Overall this was a good course. I would like to see another course like this that emphasizes the current year tax laws and bills under discussion for the upcoming tax year.
JL
Nov 14th, 2023
I’ve used myCPE for several years. There are quite a few selections of courses and the unlimited price is great. The courses are easy to select and the reminders for upcoming webinars are helpful.
SC
Jun 28th, 2023
This course was a great refresher for me, and I learned something new. There have been so many tax law changes in recent years that we need courses like this one to help us stay on top of the changes.
RW
Aug 3rd, 2023
Excellent Presentation. Though I have filed many 1040 tax returns over the decades I have been and E.A. this was an excellent overview of where we are today and may be in two more years.
MH
Nov 14th, 2023
The instructor, Lawrence Pon, was very informative, with current and up to date information, and presented what to look out for and think about.
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Subscribe To Register1. How can I earn Continuing Education credits for live webinars?
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