CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
2 Credits
FREE
2 CPE credit of Taxes for all CPAs
2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00715-21-O)
2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0670)
2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
2 PL credit for Certificate in Investment Performance Measurement (CFA Institute)
2 PL credit for Chartered Financial Analyst (CFAs)
2 CPD credit (Verifiable) for CPA/PFS
2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
2 CE credit for Certified Senior Advisor (CSA)
2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00715-21-O)
2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00715-21-O)
2 CE credit of Qualified Retirement Plan for ERPAs (Approval No. GEHNZ-Q-00742-21-S)
2 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Sales Tax Liabilities Of Manufacturers And Other Service Providers
Oct 19, 2021 | 04:00 PM EDT View Details
President Biden's Tax Proposals: A First Look At The Pending Storm
Oct 19, 2021 | 04:00 PM EDT View Details
SOX Internal Controls For Accounts Payable, Receivable & Inventory
Oct 20, 2021 | 09:00 AM EDT View Details
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Oct 20, 2021 | 09:00 AM EDT View Details
Is It Time for a Development Audit?
Oct 20, 2021 | 09:00 AM EDT View Details
IFRS Fixed Assets (Property, Plant & Equipment)
Oct 20, 2021 | 09:30 AM EDT View Details
QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement
Oct 20, 2021 | 10:00 AM EDT View Details
How to deal effectively with IRS Examinations and Criminal Investigations?
Oct 20, 2021 | 10:00 AM EDT View Details
SOX Overview
Oct 20, 2021 | 10:00 AM EDT View Details
Excel Accountant: Dynamic Arrays
Oct 20, 2021 | 10:00 AM EDT View Details
Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding
Oct 20, 2021 | 10:00 AM EDT View Details
Proper Preparation Submission & Negotiation - Offers in compromise(OIC)
Oct 20, 2021 | 10:00 AM EDT View Details
Building the Best Employee Handbook
Oct 20, 2021 | 10:00 AM EDT View Details
Powerful PowerPoint Presentations
Oct 20, 2021 | 10:00 AM EDT View Details
Key Estate Planning Considerations
Oct 20, 2021 | 10:30 AM EDT View Details
You and your client’s IRAs and retirement plans are at risk of accelerated taxation.
The SECURE Act killed the Stretch IRA—the greatest tax break for IRA owners in U.S. history. Subject to exceptions, your heirs will not be able to defer taxes on inherited IRA benefits over their lifetime but will be required to pay taxes within 10 years of your death.
Tax increases loom with not only proposed legislation, but also the Sunset Provisions of The Tax Cuts and Jobs Act of 2017 all point to massive income tax increases for IRA and retirement plan owners. How can you protect yourself, your family, and your clients?
Does your estate plan include traditional documents that “fix in stone” the distribution of your assets to your heirs?
If so, then your heirs are not likely to get the full benefit of your legacy. Updating wills and trusts for greater flexibility will allow your surviving spouse nine months after your death to determine the best strategies.
This CE course will include strategies to help ensure financial security for your surviving spouse and your heirs after you pass.
Major topics covered in this CPE/CE webinar:
