1 CPE credit of Specialized Knowledge for all CPAs
1 CPD credit (Verifiable) for CPA/PFS
1 CE credit for Certified Senior Advisor (CSA)
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 concepts – understanding fraudsters
revenue recognition for nfps
understanding, detecting and preventing inventory fraud
fasb update for nfps
understanding credit card frauds
auditing revenue recognition
Though annuities can be as simply explained as - a contract that provides a periodic payment to an annuitant beginning at a specific date, for a fixed period or for the duration of one's life - , annuity contracts can be complex in terms of its design and tax treatments.
There are numerous types of annuities available. Traditional, private placement variable, private, and charitable etc. to name a few. Despite the fact is only certain features of annuity contracts are widely known and typically oversold. The financial advisors or insurance agents selling them might be less knowledgeable about how these products work. Often they are misrepresented by insurance agents and financial advisors. From these perspective annuities are often misunderstood financial products. This webinar aims to provide clarity on how financial professionals are licensed to sell annuities, its internal workings, and how they share the benefits with beneficiaries.
Highlights of the webinar:
This online CPE webinar will be a key value provider to CPAs, Finance Professionals, and Personal Financial Specialists (PFS).
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.
Advisor, Dias Wealth
Carlos is a financial advisor and founder of Dias Wealth, as well as a nationally syndicated for Kiplinger, and a public speaker. He has contributed over 100 articles or quotes to Forbes, MarketWatch, Investopedia, TheStreet, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. Carlos has also been interviewed on various radio and television stations all over the U.S. Carlos is fluent in Portuguese and Spanish.
Our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility. Our team provides real solutions that can help you make better decisions about your investments.
Lisa Diggs, CPA
Jan 28th 2021
Informative CPE with charismatic presenter!
John Robichaud, CPA
Jan 28th, 2021
Excellent content and presentation
Christopher Spadaccini, CPA
Dec 28th, 2020
Nicholas Facci, CPA
Dec 28th, 2020
I enjoyed the webinar.
Donna Garcia, CPA
Dec 24th, 2020
Very informative, presenter clearly knowledgeable in field.
David Innes, CPA
Dec 23rd, 2020
Very good performance. I am terrible at understanding insurance products so it would be good to review a couple of times so I thoroughly understand. Great overview and sufficient detail to get me into trouble :-)