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Changes in Landscape25 mins
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Bridging Services28 mins
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Primary Planning Issues for All Clients48 mins
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Estate Tax Issues75 mins
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Traps, Pitfalls, and Tips in Plann88 mins
Published: November, 2021
The landscape of individual clients seeking accounting, tax return filing, and other related services is shifting sharply. Seeking a single primary point of contact, the individual clients now seek full-scale specialized services for tax, estate, retirement, financial, and risk planning that help save them a lot of hassles for the long term with specialized advisory.
In this situation, the CPAs, EAs, and other tax providers are pushed to expand their portfolio of services. However, providing these services comes with a lot of challenges as well as perks. This online CPE webinar on taxes conveys why is it important for a professional to include services such as financial planning and estate planning into their portfolio. This Online CPE webinar on Taxes offers the best techniques for incorporating Estate and Financial Planning into your practice. In addition to learning these techniques, you’ll discover the “why” behind the importance of adding these elements to your practice as well as how to broaden its growth. Did you know CPAs or EAs may charge premium rates for Estate and Financial Planning, better than rates charged for tax returns?
During this course, Shelli Huston will discuss tax strategies for you to assist your clients in meeting their goals and securing their future.
This Online CPE webinar on Taxes covers the following Key Topics:
This webinar helps certified public accountants (CPAs), CFPs, and other accounting professionals and tax practitioners navigate tax and planning regulations and strategies to achieve financial planning wins for their clients.
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.
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.
Owner, Werner-Rocca Seminars. Ltd
Shelli Huston is an Oregon native. She attended Warner Pacific College where she received a Bachelors in Business with an Emphasis in Accounting. After obtaining her CPA's license, she continued on to Golden Gate University where she received her Master's Degree in Taxation.
Shelli worked in a small tax firm for many years. In 2006, she opened up her own tax and accounting firm. She has watched her business grow and expand to include teaching and writing. Shelli has over 20 years of experience in personal, business, estate, trust, and gift taxation, as well as QuickBooks and payroll. She enjoys working with clients of all types and small businesses, especially new businesses.
Shelli is passionate about the importance of being the best professionals we can be. This profession comes with an inherent integrity that takes work to uphold. Through her participation in education, she is excited to assist in upholding the professionalism of the accounting and tax profession.
Werner-Rocca Seminars, Ltd., is the premier company in the United States providing Continuing Professional Education to CPAs and other financial professionals. Specializing in the areas of Estate Planning, Financial Planning, Asset Protection Planning, Retirement and Fringe Benefit Planning, and Tax Planning, Werner-Rocca Seminars provides "Cutting-Edge CPE" training in many different educational formats. These formats include live seminars, video streaming through the internet, and self-study.
10 Ratings
2 Credits
Subject Area
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