CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.
CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.
1 CPE credit of Taxes for all CPAs
1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00592-21-S)
1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0566)
1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
1 CE credit for Certified Senior Advisor (CSA)
1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00592-21-S)
1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00592-21-S)
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
keys to an effective anti-corruption, ethics and compliance program part 1
subpart f, cfcs, gilti, and pfics
build your own budget
irs audit process & defense presentation
introduction to excel pivot tables
the controllership series - the financial close
corporate performance management (cpm), strategy map and balanced scorecard
introduction to the estate tax
audit and ethical considerations in cryptocurrency – the quadriga quandary
financing strategies: capitalizing your business to maximize return
learn accounting in 1 hour
learn corporate finance principles in 1 hour
master capital allocation
ultimate guide to gaap with latest updates
ppp loans- forgiven, but not forgotten
Traditionally, a Pooled Income Fund is a trust that is established and maintained by a public charity. Individual donors pool their donations in the Fund and the Fund then assigns each donor “units of participation” based on that individual donor’s contributions to the Fund. At least annually, the Fund distributes the net investment income to the donors based on their units of participation for the duration of the donor’s life. After the donor’s death, the Fund’s assets attributable to that donor may be used by the charity for its charitable purposes.
Pooled Income Funds offer several advantages to participants, but the most important advantages include an immediate tax deduction, lifetime income payments, and the satisfaction of charitable goals.
In this online continuing education course learn how to use Pooled Income Funds (PIF) to provide an immediate partial tax deduction and a lifetime of income for your high-net-worth clients and their most important charitable organizations. PIFs have been part of the tax law since 1969 but, until recently, they have always been run by big charitable organizations. Now, a few savvy professionals have reinvigorated PIFs to make them more donor and advisor friendly. Further, low federal interest rates make the charitable income tax deduction for PIFs much greater than the Charitable Remainder Trust (CRT), to which they are closely related. Further, there are no constraints that prevent the PIF from naming multiple generations of income beneficiaries, allowing for some creative wealth transfer. This online CPE session will take you through the practical details of how and when to make PIFs pay-off for your clients and their key causes.
Key topics covered in this online CPE webinar:
Click to access interesting webinars on Latest Tax Updates | Sales & Use Tax | Trust Planning CPE Webinars
RP
very good, helpful insight into the use of this planning technique
PC
Good review of complex topic
KS
Interesting tax planning tool
RS
Good
DB
So far my favorite course through this service.
AK
Great learning on new topic
