MYCPE ONE

Social Security & Retirement Strategies

Build Expertise in Social Security Planning

certificate
5310

Enrollments

5/5(4.8K+ Reviews)
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Published on June, 2026
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Multiple

Qualifications 

6.5

Credits

6.5 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

When should Social Security benefits be claimed, how do Medicare decisions affect retirement outcomes, and what role do changing policies play in long-term retirement planning?

Retirement planning today requires a deeper understanding of government benefits, healthcare costs, income sustainability, and regulatory developments. Financial professionals must help clients evaluate Social Security claiming strategies, Medicare choices, federal retirement benefits, and tax-related considerations that can significantly impact retirement security.

The training program, “Social Security & Retirement Strategies”, focuses on practical approaches to retirement income and benefits planning. It covers Social Security optimization strategies, FERS retirement considerations, Medicare planning decisions, minister Social Security elections, policy developments affecting retirement benefits, payroll-related compliance topics, and broader financial planning considerations for retirement preparedness.

By focusing on real-world retirement planning scenarios, this training helps professionals strengthen advisory capabilities, improve retirement planning outcomes, and provide more informed guidance regarding government benefits and long-term financial security.

Get Deeper Understanding of:
  • Social Security claiming and optimization strategies
  • FERS retirement and supplemental annuity considerations
  • Medicare planning and healthcare cost management
  • Retirement income planning and benefit coordination
  • Policy developments affecting Social Security and retirement benefits
Recommended For:
  • This program is designed for Retirement Income Certified Professionals (RICP), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA-US), retirement planners, financial advisors, and professionals involved in retirement income and benefits planning.
  • It is particularly relevant for professionals working with Social Security planning, retirement income strategies, Medicare decisions, federal employee retirement benefits, and long-term financial planning. Those advising retirees, pre-retirees, federal employees, and individuals preparing for retirement will find this training directly aligned with their responsibilities.
  • It is also suitable for professionals looking to strengthen retirement advisory capabilities, improve benefits planning knowledge, and provide more comprehensive retirement guidance to clients.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

Creating and Executing Your Financial StrategySocial Security: Maximizing Benefits in an Uncertain Policy EraFERS Insights: Social Security and Supplemental Annuity StrategiesOBBB Medicare Decisions for Federal Employee RetirementOBBBA Minister Opt Out Decision for Social SecurityBig Beautiful Bill: Addressing Social Security and Payroll FraudForm 941 Compliance and its 2026 IRS Guidelines
Course Title Time Credits Learning Format
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 346466) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 346466) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Explore new knowledge to achieve a financially secure future.
  • Discuss how to maximize your Social Security benefits.
  • Overview of long-term retirement planning options.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344744) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Financial Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344744) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Financial Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss real-time policy proposals impacting Social Security in 2025.
  • Identify strategies that maximize household, survivor, and spousal benefits.
  • Differentiate between traditional and emerging methods of benefit management.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 346464) (Valid upto : Dec 31, 2026) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2026) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 346464) (Valid upto : Dec 31, 2026) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2026) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discussing the difference between Social Security and Supplemental Annuity.
  • Identifying the full retirement age (FRA) under Social Security.
  • Explaining the impacts of taking SS early or taking delayed benefits.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 345636) (Valid upto : Dec 31, 2026) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 345636) (Valid upto : Dec 31, 2026) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify the key insurance elements within the FERS package.
  • Explain the differences between Medicare Parts A, B, and Advantage.
  • Explore how OBBB proposals may affect Medicare-related retirement planning.
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-02717-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02717-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02204) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02717-25-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-02717-25-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-02717-25-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
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement 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 Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement 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-02717-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02717-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02204) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02717-25-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-02717-25-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-02717-25-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
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement 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 Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify effects of exemption on retirement funds, insurance, and Medicare.
  • Analyze key changes from the 2025 OBBB Act affecting clergy exemption.
  • Differentiate ministerial exemption from standard self-employment tax rules.
0.5 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Taxes for Personal Financial Specialist (PFS) 0.5 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Taxes for Personal Financial Specialist (PFS) 0.5 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Approved
On Demand (video)
  • Analyze the Big Beautiful Bill’s $6,000 deduction for seniors.
  • Assess consequences of payroll tax evasion and enforcement actions.
  • Strengthen compliance instincts using real-world fraud case studies.
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-03171-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03171-26-S) 1 CE Approved
Business Acumen for SHRM-Certified Professional (SHRM-CP) (Valid upto : Dec 31, 2026) 1 PDC Eligible
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02649) 1 CE Approved
HR Business for Professional in Human Resources (PHR) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
Compliance / Research and Resource for Certified Payroll Professional (CPP) (Approval No. 26CPE088) (Valid upto : Dec 31, 2026) 1 RCH Approved
HR Business for Senior Professional in Human Resources (SPHR) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
Business Acumen for SHRM-Senior Certified Professional (SHRM-SCP) (Valid upto : Dec 31, 2026) 1 PDC Eligible
Compliance / Research and Resource for Fundamental Payroll Certification (FPC) (Approval No. 26CPE088) (Valid upto : Dec 31, 2026) 1 RCH Approved
HR Business for Associate Professional in Human Resources (aPHR) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03171-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03171-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
HR Business for Professional in Human Resources - California (PHRca) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Senior Professional in Human Resources - International (SPHRi) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Associate Professional in Human Resources - International (aPHRi) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Professional in Human Resources - International (PHRi) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Global Professional in Human Resources (GPHR) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03171-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
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-03171-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03171-26-S) 1 CE Approved
Business Acumen for SHRM-Certified Professional (SHRM-CP) (Valid upto : Dec 31, 2026) 1 PDC Eligible
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02649) 1 CE Approved
HR Business for Professional in Human Resources (PHR) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
Compliance / Research and Resource for Certified Payroll Professional (CPP) (Approval No. 26CPE088) (Valid upto : Dec 31, 2026) 1 RCH Approved
HR Business for Senior Professional in Human Resources (SPHR) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
Business Acumen for SHRM-Senior Certified Professional (SHRM-SCP) (Valid upto : Dec 31, 2026) 1 PDC Eligible
Compliance / Research and Resource for Fundamental Payroll Certification (FPC) (Approval No. 26CPE088) (Valid upto : Dec 31, 2026) 1 RCH Approved
HR Business for Associate Professional in Human Resources (aPHR) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03171-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03171-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
HR Business for Professional in Human Resources - California (PHRca) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Senior Professional in Human Resources - International (SPHRi) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Associate Professional in Human Resources - International (aPHRi) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Professional in Human Resources - International (PHRi) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Global Professional in Human Resources (GPHR) (Approval No. 728679) (Valid upto : Nov 30, 2026) 1 RCH Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03171-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Discuss the updated 2026 IRS guidelines for accurately completing Form 941.
  • Identify key reconciliation steps for Form 941 and Schedule B.
  • Explain the reconciliation process required under IRS and Social Security Administration regulations.

* 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

Dayna Reum

Dayna Reum

Specialist, Ann & Robert H. Lurie Children's Hospital of Chicago

Dayna currently is the director of payroll operations at a major medical center in Chicago and has been heavily involved in the payroll field for more than 20 years.


She started as a payroll clerk at a small Tucson company but moved on to be a payroll team leader at Honeywell Inc. 


During her time at Honeywell Inc., she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. Dayna has also received several merit awards for customer service and acquisitions, and divestiture.


She also serves on the National American Payroll Association on the national Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee), and received a citation of merit for her service along with being a gold pin member of the APA.


Dayna is also a CPP (Certified Payroll Professional) through the APA and certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.


More...
Earn Your Accounting CPE Credits with Drew Stevens

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Over 38 years of Financial and Sales/Marketing expertise with investments, insurance, annuities, financial planning, analysis, and educating struggling clients to eliminate debt, increase liquidity, and maximize savings for retirement planning.

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Ilene Slatko

Ilene Slatko

Account Executive, DSS Consulting

Ilene Slatko is CEO and founder of DSS Consulting and the e-learning platform Metamorphosis, where she coaches clients on building strong financial decision-making skills. With over 25 years as a financial advisor, she grew her business through her seminar series “Women and Their Money.” Ilene is a recognized subject-matter expert on the Federal Employees Retirement System (FERS) and delivers insights to civil-service employees across federal agencies.


As an award-winning speaker featured on MyCPE-One, Ilene empowers professionals with practical financial strategies and retirement planning expertise. Her platforms provide accessible education and consulting for personal and professional financial success.

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Top Tax Speaker | Jason Dinesen

Jason Dinesen

President, Dinesen Tax & Accounting, P.C.

Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Dinesen is a regular CPE Presenter at MYCPE ONE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects. Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.

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William Davidson

William Davidson

Clergy Tax Consulting for Tax Professionals

Bill Davidson (EA, MDiv, ThM) has worked with ministers’ tax returns and planning for over 35 years.  He is keenly aware how the unique (and contradictory) regulations regarding the taxation of clergy compensation has frequently led to misinformation and inaccuracy.  As Manager with a prominent tax firm he was the “go to” authority for tax professionals who had questions about clergy tax matters.  As an ordained minister himself, he has keen insight into the needs of clergy clients.  

His career as Senior Pastor of churches and Tax Manager specializing in tax preparation and planning for ministers has uniquely prepared him to assist tax professionals in serving their clergy clients.  He also volunteers with the local IRS VITA (Volunteer Income Tax Assistance) program for the underserved sponsored through the United Way.

His courses are more than a “talking head,” charts, and words on a screen.  He brings a creative and refreshing approach to this distinctive area of tax knowledge that provides ample practical examples applying the material presented.

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Frequently Asked Questions

This program covers Social Security planning, retirement income strategies, Medicare decisions, federal retirement benefits, minister Social Security elections, retirement policy developments, and payroll-related compliance considerations. It focuses on practical retirement and benefits planning approaches used by financial professionals.

This program helps professionals strengthen retirement planning expertise, improve Social Security and benefits advisory capabilities, and better support clients in making informed retirement decisions. It provides practical insights that can be applied to retirement income planning, healthcare planning, and long-term financial security strategies.

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.

Our video player tracks and stores your watch time, which is displayed in the progress bar. Do not fast forward or manually move the progress bar, as the system will not capture your watch time if you do so. You may pause and resume the video at any time, and playback will continue from where you left off.
To complete a self-study course, you must:
1. Watch the entire video (100% completion).
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.

The evaluation form is sent within 24 hours after you pass the final quiz with a minimum score of 70%. The evaluation form is available only to attendees who remained logged in until the end of the course and answered all polling questions.

MY-CPE LLC is PCI-compliant. MYCPE ONE uses Stripe, a secure payment gateway that meets PCI-DSS compliance standards, ensuring all payment details are protected through SSL encryption. Once you have registered for a package and completed payment, refunds are not provided unless you are unable to access the courses.