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4.4 (143)
1 CPE credit of Taxes for all CPAs
1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
1 CPD credit (Verifiable) for CPA/PFS
1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
1 CE credit for Certified Senior Advisor (CSA)
1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )
1 CE credit of Federal Tax for Maryland Tax Preparers
1 CE credit of Federal Tax for Oregon Tax Preparers
1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)
1 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 290801)
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
where do they go wrong? – using risk assessment to improve audit effectiveness
effective leadership – finding common ground despite differing points of view
common frauds in small businesses
applying the dynamic nature of the coso framework
interviewing skills for professionals
nonoccupational fraud – a former fbi agent tells all
cracking the corruption code
investigations – a former fbi agent tells all
fraud defined
fraud concepts – understanding fraudsters
revenue recognition for nfps
understanding, detecting and preventing inventory fraud
fasb update for nfps
understanding credit card frauds
auditing revenue recognition
So… what is standing in the way of you being able to RETIRE ABUNDANTLY? NOW is the time to remove the obstacles and protect yourself from the dangers, because it’s not a pipe dream. It can be your reality.
The course teaches participants to help their clients with the Retirement Planning Process. The 4 Pillars refer to key elements required to plan for a safe and comfortable Retirement. The course outlines the basic elements which must be taken into consideration to prepare for Retirement.
Key topics:
Recommended for:
This online CPE webinar is recommended for any Professional or Planner who work with clients on retirement or financial planning
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.
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# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
Certified Public Accountant (CPA), Abundance Advise
DAVEN SHARMA is a recognized Educator, Author, Speaker, and CEO of Abundance Advisers, a Bay Area financial planning and wealth management firm.
“Our proprietary system 7-Steps to Financial Abundance is a holistic approach to financial planning. We first understand our clients’ goals and timeline and then build customized solutions around them. It is not about getting the highest rate of return; it is about attaining those lifetime financial goals,” Daven says.
Daven earned his BS in Accounting from the University of Delhi, India. After migrating to United States in 1985, he earned CPA and CFP® designations. In 2016, he founded Academy of Financial Planning, a non-profit organization devoted to providing free financial education to all, as he believes that everyone deserves an opportunity to be financially independent.
Daven lives in Dublin, CA and enjoys reading and travel in addition to spending time with his family and a rescued puppy Lilah.
Abundance Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our Commitment
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our Principle
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.
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Marsha Swanigan, , AFSP
Apr 1st 2021
Great webinar.
TS
Teodor Simeonov, CPA
Apr 1st, 2021
ok
BS
Brian Shade, CPA
Feb 25th, 2021
Great learning experience to get CPE
CM
Colleen Mccabe, EA
Feb 25th, 2021
I found this to be very helpful personally. I'm glad I attended.
CH
Curtis Harrington, Attorney, EA, Tax Pros
Feb 25th, 2021
good
SL
Susan Lapanne, CFE, CPA, CGMA
Feb 24th, 2021
This was just an excellent seminar with a lot of good information with actionable recommendations. Thanks so much!
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