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Trusted by 250,000+ Professionals
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Small business owners rely on their tax advisors and accountants to help them with decisions about whether to establish a retirement plan and what type of plan is best for their situation. This webinar will provide tax practitioners and other professional with the information needed to assist business owners in determining which plan option best meets their business needs. Being a business owner is challenging enough but adding a deferred compensation or a qualified plan to help appeal to and attract employees can be a tall task to conquer
Are clients constantly coming to you for retirement plan advice? What type of retirement plan fits them best? What does fiduciary mean and is their business protected? These are some of the several topics that will be discussed throughout this course.
Overview of this course
This webinar will help you assist your business owner clients on the different retirement plan options best suited for them, and how they can protect their businesses based on the different fiduciary responsibilities.
Senior Account Executive, 1847Financial
Craig Schafer is a Certified Public
Accountant who currently lives in Allentown, PA. He began his career in public accounting in
1986 after obtaining his Bachelor of Science from Pennsylvania State
University. Schafer then started his own
practice in 1991 which ultimately allowed him to work more closely with
businesses and their owners on a wide variety of matters. His current firm, 1847 Financial, specializes
in holistic financial planning, advanced tax strategies, and employer benefits. They work with many CPAs and accountants by
adding value to their clients in making sure all aspects of their clients’
financial life are coordinated and efficient.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
138 Ratings
Excellent
68
Very Good
50
Average
15
Poor
5
Terrible
0
DR
Oct 16th, 2020
Will continue taking courses.
MD
Jun 26th, 2020
very knowledgeable
BM
Jun 25th, 2020
good
TB
Jun 25th, 2020
Too Short.
JC
Jun 25th, 2020
During the webinar I was kicked out of the meeting. I was abl to re-establish the link and answer the poll questionns and finish the webinar. Makes it difficult to earn the cpe's if the technical problems are persistant in future webinnars.
1 Credit
Add to WatchlistThis course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
CPE
General
CE
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