MYCPE ONE

OBBBA Training: Individual Tax & Personal Planning Essentials

Master Individual Tax Strategies Under OBBBA

certificate
6190

Enrollments

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Published on July, 2026
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Multiple

Qualifications 

40

Credits

40 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

Tax planning for individuals has become increasingly complex as OBBBA introduces changes affecting deductions, credits, education planning, homeownership strategies, estate planning, and long-term wealth preservation. Tax professionals and advisors must understand how these developments impact both compliance obligations and planning opportunities for individuals and families. 

The training program, “OBBBA Training: Individual Tax & Personal Planning Essentials”, focuses on practical tax planning strategies designed to help professionals navigate evolving individual tax rules and identify planning opportunities under OBBBA. It covers individual tax filing requirements, Form 1040 preparation, deductions and credits, education-related planning, homeownership tax considerations, K-1 investment reporting, federal tax planning strategies, estate and gift tax updates, and recent legislative developments affecting individual taxpayers. 

By focusing on real-world tax scenarios, this training helps professionals strengthen individual tax planning capabilities, improve compliance knowledge, and provide more effective guidance to clients navigating changing tax rules.

Get Deeper Understanding of:
  • Individual tax filing and Form 1040 preparation
  • Personal deductions, credits, and tax-saving opportunities
  • Education and homeownership tax planning strategies
  • Federal tax planning under OBBBA
  • K-1 reporting and investment-related tax considerations
  • Estate, gift tax, and wealth transfer planning updates
Recommended For:
  • This program is designed for CPAs, Enrolled Agents (EA), tax professionals, tax advisors, financial planners, and professionals involved in individual tax planning and compliance services.
  • It is particularly relevant for professionals working with Form 1040 preparation, individual tax planning, deductions and credits, education planning, estate and gift tax matters, investment-related tax reporting, and personal financial planning. Those advising individuals and families on tax-saving opportunities and compliance obligations will find this training directly aligned with their responsibilities.
  • It is also suitable for professionals looking to strengthen individual tax expertise, improve tax planning strategies, and stay current with OBBBA-related tax developments.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

2026 Tax Law Updates for Individuals and BusinessesOBBBA 2026 Tax Filing Guide for Individuals and Strategic PlanningIndividual Tax Filing and Deductions After OBBBOBBBA Impact on Personal Deductions, Credits, and Loan DischargePersonal Interest Deduction Update 2026Big Bill Individual Tax Credit Strategies 2026Charitable Giving for Individuals under OBBBA Tax RulesFinancial Planning for Higher Education Costs under OBBB in 2026The Kiddie Tax & Planning Opportunities for 2026Homeownership Tax Planning in 2026 with OBBB ProvisionsOBBB 2026: Trump Accounts and Personal Tax ReformIndividual Tax Planning with Multiple K 1 InvestmentsHands-on Tax Return Workshop - Individuals (Form 1040) - Part 1Hands-on Tax Return Workshop - Individuals (Form 1040) - Part 2Federal Tax Planning Strategies Under OBBBA for 2026 and BeyondEstate & Gift Tax Review Under OBBB For 20262026 Estate Planning After H.R. 1 with New Estate and Trust Rules
Course Title Time Credits Learning Format
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03041-26-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03041-26-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02522) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03041-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03041-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03041-26-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03041-26-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03041-26-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02522) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03041-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03041-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03041-26-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify major 2026 federal tax law changes.
  • Advise clients on required compliance adjustments.
  • Recognize audit risk areas created by new legislation.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02722-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02722-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344733) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02209) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02722-25-S) 2 CE Approved
Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02722-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02722-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02722-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02722-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344733) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02209) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02722-25-S) 2 CE Approved
Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02722-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02722-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Discuss major 2026 tax changes impacting individual filers.
  • Identify adjustments to deductions under OBBB provisions.
  • Differentiate between temporary and permanent OBBB provisions.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02898-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02898-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 347054) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02381) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02898-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02898-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02898-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02898-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02898-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 347054) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02381) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02898-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02898-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02898-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify the major OBBB provisions that impact individual taxpayers
  • Explain how the senior tax deduction and new car loan interest deduction apply
  • Apply rules related to the partial deduction for tip and overtime income
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344735) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02210) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344735) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02210) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Evaluate the revised SALT cap and its taxpayer implications.
  • Examine updates to mortgage and car loan interest deductions.
  • Identify changes in moving expenses and casualty loss treatment.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03281-26-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03281-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 345660) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02755) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03281-26-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03281-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03281-26-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03281-26-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03281-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 345660) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02755) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03281-26-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03281-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03281-26-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Identify deductible interest expenses for tax reporting.
  • Apply rules for deducting interest on primary residences.
  • Appreciate the changes made by OBBB for 2025 and 2026.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02934-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02934-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344689) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02416) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02934-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02934-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02934-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02934-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02934-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344689) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02416) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02934-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02934-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02934-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Review of the available tax credits for individuals, including the OBBB changes.
  • Recognize the non-refundable and refundable tax credits.
  • Illustrate the reporting requirements for these credits.
2.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344666) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02301) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2.5 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2.5 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2.5 CE Eligible
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE015) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE015) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Taxes for Chartered Life Underwriter (CLU) 2.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 25MYCPE015) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344666) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02301) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2.5 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2.5 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2.5 CE Eligible
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE015) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE015) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Taxes for Chartered Life Underwriter (CLU) 2.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 25MYCPE015) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2.5 CE Eligible
On Demand (video)
  • Identify fundamental charitable gift types and qualifying recipient organizations.
  • Explain IRS rules on timing, valuation, and substantiation of contributions.
  • Differentiate estate tax considerations for charitable transfers at death.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03120-26-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03120-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 345657) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02601) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 28, 2026) 2 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03120-26-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03120-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03120-26-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03120-26-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03120-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 345657) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02601) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 28, 2026) 2 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03120-26-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03120-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03120-26-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Explore the use of estate planning and investing in qualified tuition programs.
  • Discuss the strengths and weaknesses of investing in Educational Savings Bonds.
  • Review the applicable 2025 and 2026 tax provisions of the SECURE 2.0 Act, TCJA, and the One, Big, Beautiful Bill Act of 2025.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02915-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02915-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 347058) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02397) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02915-25-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02915-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02915-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE018) (Valid upto : Dec 31, 2026) 2 CE Approved
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE018) (Valid upto : Dec 31, 2026) 2 CE Approved
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 25MYCPE018) (Valid upto : Dec 31, 2026) 2 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02915-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02915-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 347058) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02397) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02915-25-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02915-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02915-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE018) (Valid upto : Dec 31, 2026) 2 CE Approved
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE018) (Valid upto : Dec 31, 2026) 2 CE Approved
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 25MYCPE018) (Valid upto : Dec 31, 2026) 2 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Distinguish between tax treatments for a child's earned and unearned income.
  • Analyze tax implications of gifting income to minors.
  • Explore effective strategies to navigate and reduce the kiddie tax.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02936-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02936-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 345629) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02418) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02936-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02936-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02936-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02936-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02936-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 345629) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02418) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02936-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02936-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02936-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
On Demand (video)
  • Discuss and compare the tax benefits of buying vs. renting a home.
  • Identify deductions for mortgage interest on owned properties as a result of OBBB.
  • Analyze and apply capital gains rules to primary and secondary home sales.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02969-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02969-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 345631) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02450) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02969-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02969-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02969-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02969-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02969-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 345631) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02450) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02969-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02969-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02969-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Discuss major changes to personal deductions and credits. 
  • Explain how Trump Accounts work and who can benefit. 
  • Analyze adjustments to SALT, AMT, and student loan provisions. 
1 Hour
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-02911-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02911-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 347066) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02393) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02911-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02911-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02911-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
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-02911-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02911-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 347066) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02393) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02911-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02911-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02911-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify major tax issues individuals face when handling multiple K 1s.
  • Optimize flow through deductions including QBI, losses, and credits.
  • Evaluate timing issues related to amended K 1s under OBBB scrutiny.
8 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 8 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03028-26-S) 8 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03028-26-S) 8 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 347068) (Valid upto : Dec 31, 2026) 8 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02509) 8 CE Approved
Taxes for Personal Financial Specialist (PFS) 8 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03028-26-S) 8 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 8 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03028-26-S) 8 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 8 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03028-26-S) 8 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 8 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 8 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 8 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 8 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 8 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 8 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 8 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 8 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 8 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 8 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03028-26-S) 8 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03028-26-S) 8 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 347068) (Valid upto : Dec 31, 2026) 8 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02509) 8 CE Approved
Taxes for Personal Financial Specialist (PFS) 8 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03028-26-S) 8 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 8 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03028-26-S) 8 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 8 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03028-26-S) 8 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 8 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 8 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 8 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 8 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 8 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 8 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 8 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 8 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 8 CE Eligible
On Demand (video)
  • Review individual income tax laws, focusing on recent legislative changes. 
  • Prepare Form 1040 and related schedules with minimal review points. 
  • Analyze eligibility for the Qualified Business Income (QBI) deduction under §199A.
8 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 8 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03034-26-S) 8 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03034-26-S) 8 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 347062) (Valid upto : Dec 31, 2026) 8 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02515) 8 CE Approved
Taxes for Personal Financial Specialist (PFS) 8 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03034-26-S) 8 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 8 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03034-26-S) 8 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 8 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03034-26-S) 8 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 8 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 8 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 8 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 8 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 8 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 8 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 8 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 8 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 8 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 8 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03034-26-S) 8 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03034-26-S) 8 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 347062) (Valid upto : Dec 31, 2026) 8 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02515) 8 CE Approved
Taxes for Personal Financial Specialist (PFS) 8 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03034-26-S) 8 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 8 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03034-26-S) 8 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 8 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03034-26-S) 8 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 8 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 8 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 8 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 8 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 8 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 8 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 8 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 8 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 8 CE Eligible
On Demand (video)
  • Prepare Form 1040 and related schedules with minimal review points.
  • Properly report Social Security benefits and determine the taxable portion.
  • Accurately report capital gains and losses on Schedule D and Form 8949.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02897-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02897-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 347053) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02380) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02897-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02897-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02897-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02897-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02897-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 347053) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02380) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02897-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02897-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02897-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify major OBBBA provisions affecting 2025 and 2026 tax planning.
  • Apply new deductions and expanded SALT rules to individual tax scenarios.
  • Evaluate the updated estate and gift tax framework effective 2026.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345626) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02422) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345626) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02422) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Illustrate the filing of Forms 706 and 709.
  • Discuss the difference between Form 1040 and 1041 by an estate.
  • Introduce tax planning considerations because of OBBB.
1 Hour
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-02895-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345607) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02378) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
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-02895-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345607) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02378) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss the core estate and trust changes under H.R. 1.
  • Identify tax-efficient planning strategies based on client wealth levels.
  • Analyze the role of income basis, gifting, and portability in planning.

* Disclaimer: Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

Daniel Johnson

Daniel Johnson

Principles Financial Consulting, LLC

Dan is an experienced financial professional based in Chicago, IL. He currently serves as an internal consultant and advanced planning advisor for a large nationwide registered investment advisory firm, where he provides specialized consulting services for advisors with complex client cases and practice management issues. He also develops and delivers internal training for advisors across the firm. 

 

In addition to his consulting role, Dan is the founder of Principles Financial Consulting, LLC, offering specialized consulting to private advisors and developing educational webinars and content for financial education providers. He is also a part-time instructor at UCLA Extension, teaching courses in tax and financial planning to professionals pursuing CPA, IRS EA, and CFP certifications. 

 

Previously, Dan was the Director of Training and Development at Cerity Partners, a nationwide RIA with approximately $120B in AUM. There he managed the firm's internal training program and ensured consistent standards for training and client deliverables across regional offices. Prior to that, he served as Program Director at the College for Financial Planning, creating and directing the SE-AWMA graduate program which generated $500K+ in revenue with a 90%+ graduation rate and attracted major corporate clients including US Bank, Bank of America, Vanguard, Charles Schwab, LPL Financial, Merrill Lynch, and Wells Fargo.  

 

At Kaplan Professional, Dan developed online training, CE webinars, and educational materials for financial professionals seeking to obtain or maintain federal and state licenses, certifications and designations, including FINRA registered reps, state insurance agents, and NASBA CPAs/EAs. 

 

Dan began his career as a financial advisor in the Twin Cities, providing guidance to a diverse clientele of individuals, families, business owners and executives nationwide. 

 

He holds an undergraduate degree from the University of Minnesota Duluth, graduate degrees from the College for Financial Planning and Warwick University, and professional designations including CFP®, IRS Enrolled Agent, and Accredited Estate Planner (AEP).

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J.Patrick Garverick

J. Patrick Garverick

Assistant Manager, The Garvs, LLC (dba The Tax U)

Pat Garverick is a Certified Public Accountant who currently lives in the Phoenix, Arizona area. He began his career in public accounting in 1988 after obtaining his Bachelor of Science in Business Administration (BSBA) in Accounting from The Ohio State University. After receiving his Master of Taxation (MT) degree from Arizona State University in 1992, Mr. Garverick began operating his own tax and financial planning business. He also started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country.

In addition to being a CPA, Pat is also a Certified Financial Planner (CFP®). This role serves to enhance the knowledge he brings as he writes and presents continuing education material. Mr. Garverick is a member of the Arizona Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Pat has presented continuing education sessions throughout the country and has won awards for both his skills as an instructor as well as for the content he has created. His knowledge, expertise, and high energy have made him one of the profession’s most highly rated speakers. He is in a very small group of instructors that are both extremely knowledgeable and interesting.

During his time in college, Pat earned a letter as a member of the Ohio State Basketball squad. He remains a staunch supporter of the sports programs at his alma mater.

Awards & accolades

  • Multi-time winner of the California Education Foundation’s 1) Award for Instructor Excellence and 2) Award for Outstanding Course materials
  • Rated top tax instructor in nearly every location he has presented 
  • One of the few instructors to have received perfect scores (multiple times) from attendees for both presentation skills and knowledge.
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Lynn Fountain

Lynn Fountain

Owner, Lynn Fountain Consulting and Training

Lynn Fountain has over 39 years of experience spanning public accounting, corporate accounting and consulting. 20 years of her experience has been working in the areas of internal and external auditing and risk management. She is a subject matter expert in multiple fields including internal audit, ethics, fraud evaluations, Sarbanes-Oxley, enterprise risk management, governance, financial management and compliance.  Lynn has held two Chief Audit Executive (CAE) positions for international companies.   In one of her roles as CAE, she assisted in the investigation of a multi-million-dollar fraud scheme perpetrated by a vendor that spanned 7 years and implicated 20 employees.  The fraud was formally investigation by the FBI and resulted in 5 indictments estimating a $13M fraud loss.

Ms. Fountain is currently engaged in her own consulting and training practice.  She has successfully executed on several consulting assignments spanning areas of accounting, risk, ERM and internal audit.  She is a highly sought-after trainer and international speaker and has produced hundreds of courses delivered through seminars, conferences and on-demand training.  She is the author of three separate technical books.  

  • Raise the Red Flag – The Internal Auditors Guide to Fraud Evaluations”.
  • Leading the Internal Audit Function
  • Ethics and the Internal Auditor’s Dilemma

Ms. Fountain obtained her BSBA from Pittsburg State University and her MBA from Washburn University in Kansas. She has her CPA, CGMA, CRMA credentials. 


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Nicholas Preusch

Nicholas Preusch

Certified Public Accountant (CPA), Nicholas Preusch

Nicholas has worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nicholas has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure. He also co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomson Reuters. Nicholas has been recognized as the Top 5 Under 35 CPAs in Virginia, and is a member of the  AICPA’s Tax Executive Committee. Nicholas is an adjunct professor at the University of Mary Washington. He is a graduate of Carthage College, University of Connecticut (M.S. in Accounting), Case Western Reserve University School of Law (J.D.), and Georgetown University (LLM in Taxation).

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Tony Curatola

Tony Curatola

Drexel University

Tony Curatola is the Joseph F. Ford Professor of Accounting and Tax at Drexel University, recognized for his long-standing research on individual, small business, and retirement income taxation. He has published more than 230 articles, completed sponsored research, and his work has been cited by major outlets including Forbes, The Washington Post, The Wall Street Journal, and The New York Times.


He also spent 32 years editing the tax column for Strategic Finance before stepping down in 2024. Today, he continues creating interactive tax education courses for CeriFi and frequently presents webinars for MY-CPE ONE, where he received Excellence Awards in 2024 and 2025. With degrees from Drexel, Wharton, and Texas A&M, he remains active in accounting leadership through roles in professional associations such as the Institute of Management Accountants.

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Warren Bergstein

Warren Bergstein

Account Executive, Adelman Katz & Mond LLP

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams.  He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily

More...

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Frequently Asked Questions

This program covers individual tax filing, Form 1040 preparation, deductions, credits, education planning, homeownership tax considerations, K-1 reporting, federal tax planning strategies, estate and gift tax updates, and OBBBA-related tax changes affecting individual taxpayers.

This program helps professionals strengthen individual tax planning expertise, improve compliance knowledge, identify tax-saving opportunities, and better advise clients on evolving OBBBA-related tax rules. It provides practical insights that can be applied to both tax preparation and long-term personal tax planning engagements.

The Practical Training Programs is created by qualified and experienced instructors. MYCPE ONE’s Practical Training Programs includes self-study courses, most of which are delivered as on-demand videos. These self-study video courses may be recordings of live presentations converted into on-demand format.

You can complete the Programs at your own pace. There is no limit on the number of exam attempts, so if you do not pass on the first attempt, you may retake the exam without any restrictions.

After completing each Programs within this Practical Training Programs , you can download a certificate showing the course title and number of hours completed. Certificates and study records are stored for life and can be accessed at any time. These certificates serve as valid proof of continuing education credits and may also be used as an additional designation.

Once registered, you will have full access to all courses included in the Practical Training Programs . The self-study format allows you to access materials online 24/7 and study at your own pace.

As per NASBA guidelines, you have one year from the date of purchase to complete each self-study course. After completing the course, you may take the final exam at any time and receive CPE credit instantly. The exam can be retaken multiple times at no additional cost.

Each Programs requires a minimum passing score of 70% on the final exam. Multiple attempts are allowed.

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To complete a self-study course, you must:
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2. Answer all review questions correctly. Review questions are located at the bottom of the same page as the video.
3. Once the video and review questions are completed, the Final Quiz will unlock. You must score at least 70% to earn CPE credit. Multiple attempts are allowed.
4. After completing the Review and Final Quiz, you can download your certificate from the “My Certificates” section. Ensure that multiple file downloads are enabled in your browser.
5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


A self-study course is a recorded video. If the course is a recording of a live session, polling questions may appear on the screen. You do not need to answer these polling questions. Do not fast forward the video, as doing so may prevent the system from tracking your watch time, requiring you to rewatch the video.
To unlock the final quiz, you must complete the entire video and answer all review questions correctly. Once unlocked, you must score at least 70% on the final quiz to qualify for credit. Multiple attempts are allowed for both review and final quiz questions.
If the issue persists, please email support@my-cpe.com or contact our support team via live chat.

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