CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
1.5 Credits
$15
1 CPE credit of Taxes for all CPAs
1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00350-20-S)
1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0355)
1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )
1.5 CPD credit (Verifiable) for CPA/PFS
1.5 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
1 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 292383)
1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00350-20-S)
1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00350-20-S)
1.5 CE credit for Certified Senior Advisor (CSA)
1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Conflict Resolution in the Workplace
State Taxation of Pass-through Entities and SALT Cap Workaround
Key Strategies for Accounting and Tax Professionals to Manage E-mail Overload
Taming the E-mail Beast: Key Strategies for Managing Your E-mail Overload
Time Management in “The Cloud” Using Gmail/Google
Building Successful Work Teams for CEOs
CA Employment Law Updates
Interviewing Do’s and Don’ts
Managing Remote Workers
Effective Communication - From Ordinary to an Extraordinary CPA Practice
Essential Communication Skills to Increase Your Sales
Credit card transactions are skyrocketing: Let's get smart about it
Building A 7-Figure Tax Practice While Black
How to build a successful tax practice
Top Hacks for Tax Season 2021
DID YOU KNOW – on average that most inheritances are gone within 5 years?
Clients usually believe that estate planning is only for the wealthy but this isn’t the case. Estate planning involves personal issues that affect everyone, even when the estate tax doesn’t apply. Strategies for clients have changed dramatically during these engaging times. Tax and financial advisors need to understand the best planning options available to clients for the short and long term planning time frame.
In this free CPE workshop we will cover the following topics to help you in having conversations with your clients about planning their legacy and establishing a multi-generational plan:
Glen Wagstaff, an experienced Estate Planning attorney, will be providing a workshop for Financial Professionals to help them guide their clients with strategies to discuss planning their legacy and establishing multi-generational wealth (The Rockefeller Strategy).
.jpg)
