Figuring Out: Legacy Planning Without Regret | Podcast #41 1 Credit
Select your learning mode
Important Note: This course was developed prior to the enactment of the One Big Beautiful Bill (OBBB), and content may not reflect the latest tax reforms. We are actively updating our courses to reflect the new legislation.
If you want to attend courses related to OBBB, please click here.What’s your plan if you get that call tomorrow—the one that changes everything? In this episode of W.T.F. with Saul!, Chad Holmes, CPA and founder of Formula Wealth, joins the show for a candid and actionable conversation about inheritance, legacy, and planning beyond the tax code. With the largest generational wealth transfer in U.S. history unfolding, Chad challenges listeners to move past checklists and talk about what really matters—family dynamics, dignity, and long-term intent.
Chad, author of The Inheritance Playbook, blends personal experience with professional insight as he breaks down the critical mistakes families make when preparing (or failing to prepare) for estate transitions. From IRA timing traps to real estate titling errors and emotionally loaded gifting decisions, this episode delivers practical strategies that financial professionals and families can use right now to prevent chaos later.
Key Topics:
Whether you're a CPA, financial advisor, or someone managing family finances, this episode equips you with tools to navigate the inheritance conversation with clarity and confidence. Tune in to hear why legacy is about more than assets—and how the right conversations today can preserve family harmony tomorrow.
For more CE Tax Courses, Click here.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02645-25-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02645-25-S) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02135) | 1 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Taxation for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02645-25-S) | 1 CE | Approved |
| Taxes for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02645-25-S) | 1 CE | Approved |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02645-25-S) | 1 CE | Approved |
| Taxes for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC 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.com.
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 aintenance 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, in accordance with the standards set forth in Circular 230 section 10.6, grants Continuing Education (CE) credits based on a 50-minute hour. MY-CPE LLC is approved by the California Tax Education Council (CTEC) (Provider Number – 6273) to offer continuing education courses that count towards the annual continuing education requirement for CTEC Registered Tax Preparers. Additional information regarding registration as a tax preparer can be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free at (877) 850-2832, or by visiting www.ctec.org.
Chad runs a boutique financial planning firm out of Fairhope, AL, serving families nationwide as a flat fee financial advisor (no commissions or sales products), focusing on minimizing taxes and maximizing legacies from a multigenerational perspective. He is both a CPA and CFP® fiduciary. His latest accomplishment is becoming a bestselling author with his book, The Inheritance Playbook – Helping Your Parents Pass the Torch, Not the Tax. As an expert in his field, his advice has been published in various outlets, including The Wall Street Journal, MarketWatch, and Yahoo Finance.
As Director – Partnerships, Content Strategy, and M&A Advisory, I lead strategic initiatives at the intersection of growth, education, tax, and transaction advisory within the accounting and professional services industry.
I collaborate with thought leaders, firms, and content creators to drive high-impact partnerships and deliver compliance-ready, insightful content for professionals. My focus on content strategy ensures subject matter experts are positioned to educate, influence, and scale their reach across the MY-CPE ONE platform and the broader continuing education ecosystem.
In the M&A and advisory space, I work closely with private equity firms, accounting leaders, and advisors to create educational resources that support practice growth, succession planning, and deal execution. Through podcasts, webinars, and curated learning experiences, my goal is to enable smarter dealmaking and build stronger professional alignment.
Additionally, I support firms in delivering high-value tax advisory content, empowering professionals to stay ahead of regulatory changes, enhance client outcomes, and develop deeper technical capabilities through modern, practical education
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
.webp)
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Credit Tracker
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Compliance Reminders
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
Mobile App Access
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Live Support
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
Exclusive mobile
app for our unlimited
access subscribers
All Podcasts are included under the Individual Subscription
Select your plan, complete your payment, and access a world of knowledge.
| Subscription Inclusions | Silver | Gold |
|---|---|---|
15,000+ Hrs of CPE approved Content
Largest content library covering all aspects of professional development. |
 |
|
|
500+ Emerging Subject Areas
Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm. |
|
|
|
50+ State- Specific Ethics Courses
Stay compliant with ethics requirements for every state. |
|
|
|
50+ State Compliance Packages
Pre-selected courses for quick compliance, saving time and effort. |
|
|
|
100+ Advanced Certification Programs
Expert-led programs to build advanced expertise and strengthen your career credentials. |
|
|
|
AICPA Eligibility Programs (CFF, ABV, PFS)
Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion. |
|
|
|
Compliance Tracker and Credit Vault
Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker. |
|
|
|
Instant Certification and Fast Reporting
Instant reporting to IRS, CFP Board, and other governing bodies. |
|
|
| Mobile App Access (iOS and Android) | |
|
|
Access to Practical Training Programs
Focused training with pre-built assessments for all levels to upskill your staff efficiently. |
 |
|
|
Select Tenure |
Congratulations!
Error!
