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.
1.5 Credits
$15
1.5 CPE credit of Taxes for all CPAs
1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00127-20-O)
1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0140)
1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
1.5 CPD credit (Verifiable) of Estate Planning for PFSs
1.5 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
1.5 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)
1.5 CE credit for Certified Senior Advisor (CSA)
1.5 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 272936)
1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00127-20-O)
1 CE credit of Qualified Retirement Plan for ERPAs (Approval No. 00520-21)
1 CE credit of Estate or Investment Planning for Maryland Tax Preparers (Approval No. GEHNZ-U-00127-20-O)
1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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
Adding Value to Retirement Plan Audits through Plan Governance: Overview
Oct 20, 2021 | 10:30 AM EDT View Details
Accounting & Tax Implications of Credit Losses
Oct 20, 2021 | 10:30 AM EDT View Details
Practical Guide To Fraud including Cash, Inventory & General Frauds (Latest)
Oct 20, 2021 | 11:00 AM EDT View Details
Products and Services Subject to Sales Tax
Oct 20, 2021 | 11:30 AM EDT View Details
How to choose the right financial advisor
Oct 20, 2021 | 11:30 AM EDT View Details
How Introverted Accountants Crush Sales Without Using High Pressure Tactics
Oct 20, 2021 | 12:00 PM EDT View Details
This Course is Also Available in Self Study (On-Demand)
Click HereThe SECURE Act is the first major legislation to revamp retirement plans in over a decade. Every tax professional dealing with required minimum distributions, estate planning, and setting up retirement plans for small businesses, as well as those about to prepare tax returns for 2019, needs to understand this new legislation and its implications.
The SECURE Act could affect everything from required minimum distributions (RMDs) to inheritances. Perhaps the most significant change for your clients is the elimination of the "stretch" IRA in favor of the "10-year rule." Effective January 1st, this change will decrease wealth transfer and require estate plan updates. To avoid a potential tax disaster, your clients who have a substantial qualified plan or IRA must reconsider beneficiary designations and trust provisions.
This CPE Estate Planning webinar will cover :
This online CPE webinar is very helpful for CPA, EA, PFS, CTEC, and other Tax Professionals.
MC
I enjoyed this webinar. The presenter was knowledgeable and explained everything in detail. It helped me to reinforce my knowledge.
RC
The information Robert provided during the webinar is vast. Signed up for this webinar without expecting much but I am so very glad I attended this one. Thanks myCPE and Robert.
LB
This webinar is a must for all those in this field. A gem of a find this one was.
JH
Didn’t expect much from this webinar of Robert but was gladly surprised at the information he gave and the presentation. Highly recommended.
DP
Very good and informative session!
MM
Thank you myCPE for bringing to us such a useful webinar by and equally amazing presenter. Robert is a star when it comes to the subject.
