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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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Experience and research confirm that very few financial, legal or tax professionals utilize charitable planning strategies to help their clients improve the outcomes of various business issues. This CE Tax webinar demonstrates how to use charitable planning strategies to resolve various business (and personal) tax and financial issues that arise in the regular course of business. This live continuing education webinar includes how charitable planning tools can support the sale of a closely held business (pre-sale and post-sale), facilitate the transfer of a business to the next generation, and assist with multi-generational income planning.
This online CPE webinar covers following key topics:
Click to access more webinars on Free CPE webinars | Free Ethics Webinars | Excel CPE webinars
Principal, Two Hawks Consulting, LLC
Randy A. Fox, CFP®, AEP® is the founder of Two Hawks Consulting, LLC. and a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He is also the co-founder of EzCharitable, LLC, an online training resource for professional advisors who wish to expand their capabilities in philanthropic giving. Mr. Fox has authored hundreds of articles and presentations for attorneys, financial advisors, CPAs and HNW families. He is the Editor in Chief of Planned Giving Design Center, a national newsletter and website for philanthropic advisors. Mr. Fox attended Washington University in St. Louis where he studied Chinese and Political Science
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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.
579 Ratings
Excellent
364
Very Good
181
Average
31
Poor
2
Terrible
1
SH
Dec 8th, 2022
I am not presently in the workforce and am instead caring for young and old family members. I frankly just need CPE as I hope to rejoin the business world in the future. Even with no immediate need for this information, I found it very well presented and informative.
JR
Jul 4th, 2022
Although I don't intend to become an expert on this matter, it is helpful to know where to start and what situations to look for when clients are considering long-term financial goals.
JH
Sep 9th, 2021
The volume did not work, so I will re-play from a different computer at a later time. Based on following the information on the slides, the presentation appeared to be very good.
RR
Oct 28th, 2021
very informative basic course. Course has me looking forward to doing more research.
JT
Oct 19th, 2021
This was great! Lots of examples, lots of relatively simple and effective examples.
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