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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!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
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 CIMA, CPWA, and RMA Professionals. It is advisable to complete this course before that to process the credit on time.
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 ready for a thrilling and intellectually stimulating ride into the world of complex charitable giving? Join us for our advanced course designed for professionals who are not faint of heart. This course delves into two intricate, current, and ever-evolving charitable giving cases that highlight the crucial role of CPAs, wealth advisors, trusts & estates attorneys, and clients in creating a profound impact for nonprofit organizations.
In today's philanthropic landscape, navigating complex donation structures is both a challenge and an opportunity. Our online webinar will provide you with the insights, strategies, and knowledge required to tackle these challenges head-on. You'll gain a deep understanding of the intricacies involved in structuring complex donations and discover how collaboration between professionals and clients can lead to meaningful outcomes for nonprofit causes.
By the end of this CPE course, you'll be well-prepared to handle complex charitable giving cases with confidence and competence. You'll understand the importance of teamwork and the role each professional plays in achieving the client's philanthropic goals. Join us for this enlightening and impactful journey through recent cases that exemplify the power of strategic giving.
Founder, Richard C. Peck Consulting, LLC
Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.
For the past six years, until March of 2023, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement and donor services.
Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals. He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.
Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®. He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.
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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.
15 Ratings
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NS
Mar 19th, 2024
Great class
JP
Oct 13th, 2023
complex information was well presented
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