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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
Select the topics of your interest to receive Webinars/Virtual Events/E-Books/Podcasts of your interest.
This course is valid up to February 5th, 2025 for FP Canada Professionals. It is advisable to complete this course before that to get the credit on time.
How to efficiently pass assets to your children without tax?
There are several ways to transfer assets to your children. However, some are either not tax advantageous or not a smart way to give a child access to money. Many parents want to pass a significant asset to their children, and they start to buy real estate.
In this CPE course, Linda Yao will describe other ways to pass assets to children as a legacy investment efficiently without paying tax or probate fees.
With minor children or grandchildren, additional care must be taken to ensure there are no hardships. To provide your grandchildren with an inheritance, consider how you want to create those memories—and plan your inheritance carefully. Learn about an inheritance’s promises and pitfalls, the best ways to leave money to grandchildren, and how to prepare your grandchildren for one.
This CPE/CPD course will explore how revenge on an ex-spouse(s) could directly impact your beloved children and grandchildren.
Here is the link to your interests: CPD Webinars for Canada CPAs | Finance CPE courses
Note: Please take note that Linda Yao is a Canadian. She might be explaining a topic from real life by utilizing Canadian examples. However, the course is also acceptable for US titles. Below the course name, we have included the acceptable titles for continuing education.
, EXPERIOR FINANCIAL GROUP Inc.
Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.
While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily.
It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax.
She is focused on helping them in building wealth for future generations to leave a sizable
legacy effortlessly by following a few simple steps.
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#: 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.
38 Ratings
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ME
Jul 19th, 2022
Excellent presentation on Universal Life Insurance. Terrific insight into a field that most people overlook or is just for individuals who are recently deceased. I definitely learned something new.
JN
Jul 18th, 2022
This was extremely informative and I would love to learn more on this topic in detail to calculate for financial planning a bit more exact.
JJW
Jul 18th, 2022
Instructor well presented. Learn a lot.
MLTT
Oct 26th, 2023
Easy enough
CG
Nov 24th, 2023
Interesting concept
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