Use the IRS to get the IRS Out of Your Retirement

Webinar Qualifies For

• 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
• 1 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
• 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01233-22-O)
• 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1013)
• 1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
• 1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
• 1 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
• 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01233-22-O)
• 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01233-22-O)
• 1 CE Credit for Certified Senior Advisor (CSA)
• 1 CPD Credit for Trust and Estate Practitioners (TEP)
• 1 CE Credit of Taxes for Certified Wealth Strategist (CWS)
• 1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
• 1 CE Credit of Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
• 1 CE Credit of Retirement Planning for CPFA
• 1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
• 1 CE Credit of Federal tax-related matters for LTC (Approval No. GEHNZ-T-01233-22-O)
• 1 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
• 1 CPE Credit of Taxes for Iowa Licensed Public Accountant (IA-LPA)
• 1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
• 1 PL Credit of Retirement Planning for CIPM
• 1 CPE Credit of Taxes for Maine Licensed Public Accountant (ME-LPA)
• 1 CPE Credit of Taxes for Delaware Licensed Public Accountant (DE-LPA)
• 1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)

About Instructor

Mary Read, CPC, CPFA, QPA

Speaker, Eliminate Hidden Fees

Mary Read CPC, CPFA, QPA has more than 30 years of experience designing and establishing qualified retirement plans for closely held businesses. Mary’s expertise has made her a frequent speaker and contributor to financial industry publications and she has written several books on the subject of qualified plans and retirement. Among her credits she has taught pension classes for financial professionals of major financial institutions and been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA, Million Dollar Round Table (MDRT) and the Form 400. Mary continues her active role in supporting financial professionals and closely held businesses with pension strategies in her present position with Eliminate Hidden Fees and as National Director of Qualified Plan Marketing at Pentegra Retirement Services.

Additional Information

IRS APPROVED

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.

NASBA APPROVED

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.

CTEC APPROVED

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.