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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!
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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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This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
Are you nearing the age of 73 and wondering what to do with your required minimum distributions (RMDs) from your IRAs and 401(k)s? Our latest CPE webinar has got you covered! Titled "How to use RMDs to build your kids' retirement," this course will teach you how to use your RMDs to benefit not just yourself, but also your children and grandchildren.
In this CE webinar, we will cover several methods that allow you to use your RMDs without penalty to help others. One such method is converting pre-tax funds to a Roth and using the RMD funds to pay taxes. We will walk you through the process of doing this and show you how it can benefit you and your family.
Another way to use your RMDs is by donating them to charities. We will discuss when you should consider using this option and how it can be a win-win situation for both you and the charity.
Lastly, we will teach you how to use your RMDs to help fund your grandchildren's retirement. This is a great way to ensure your grandchildren have a financially secure future and also benefit from tax advantages.
Major topics covered in this CE Tax Webinar include:
So, whether you have enough money or simply want to start providing for your loved ones, our course has got you covered. Don't miss out on this opportunity to learn how to maximize your RMDs and secure your family's future.
Register now for the CPE course by Drew Stevens!
CEO and Leadership Change Expert, Stevens Performance
Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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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.
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.
137 Ratings
Excellent
86
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34
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12
Poor
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Terrible
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JG
Sep 1st, 2023
It is a straight forward experience. I did not feel confused or that some information was left out.
PP
Jun 6th, 2023
Very interest. Emphasized different retirement planning for today vs old school planning.
JC
Jul 29th, 2023
Best presentation on myCPE, thank you!
DK
Oct 13th, 2023
Presentation was very informative.
TKC
Oct 20th, 2023
practical video content
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