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This course takes the new regulations and explains each element, compares them to prior law, and puts them in perspective.

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This course takes the new regulations and explains each element, compares them to prior law, and puts them in perspective.

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This session will analyze several topics that will likely be important to advisors as we head into 2016 and beyond. First, we will explore how advisors can develop succession planning or effective exi ...

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This course explains how to develop you own Personal Marketing Plan to advance your career goals.

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This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital pres ...

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This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital pres ...

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Tax & Financial Planning for Retirement integrates two important topics: federal taxation and retirement planning. Designed to improve the quality of services to clients and the profitability of engag ...

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The IRS has introduced major tax changes for 2025, reshaping financial planning for individuals, businesses, and tax professionals.In this CPE Course, we will explore these pressing issues, providing ...

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Identity Theft; updates on the Affordable Care Act, Washington/IRS, Federal Tax including Extenders; current A&A updates such as SSARS21; proposed changes to the AICPA Standards for Performing & Repor ...

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Embark on a transformative journey with Bestgate Wealth Advisors in Frederick, MD in order to become a proficient advisor in tax-advantaged financial planning. Clients often look to their tax professi ...

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As the modern finance world rapidly evolves with digital technologies, it’s essential for tax professionals to become proficient in harnessing AI to streamline tax operations and decision-making proce ...

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The SECURE Act is law and it changes retirement income planning, but its most sweeping impact is to estate planning. At this 1-credit CPE/CE webinar, Bob Keebler, CPA/PFS, covers the full spectrum of ...

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Doctors and dentists value personal financial and tax advice. This the first of two classes about what you need to know to advise doctors and dentists on financial and tax planning in 2023. It's updat ...

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This is the second of two classes about financial and tax planning for doctors, dentists, and other medical professionals.      This class reminds practitioners about tax rules applying to health prof ...

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This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital pres ...

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This course helps pave the way to a comfortable and secure retirement for your clients. We'll explore tax strategies relating to the central financial tactics such as wealth building, capital preserva ...

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Analyzing a client's tax return unveils a wealth of tax and financial planning opportunities.Are your clients overpaying their taxes? Are they missing important tax and financial planning opportunitie ...

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Divorce can be messy. As a financial professional, you need to know how to assist your clients by protecting them financially--before, during, and after the end of a marriage. In this course, Jeffrey ...

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Divorce can be messy. As a financial professional, you need to know how to assist your clients by protecting them financially--before, during, and after the end of a marriage. In this course, Jeffrey ...

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Divorce can be messy. As a financial professional, you need to know how to assist your clients by protecting them financially--before, during, and after the end of a marriage. In this course, Jeffrey ...

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Categorizing business planning into 'opening game, mid-game, and endgame,' this informative course covers creative planning tools to determine business acumen, select entity formats, maximize operatio ...

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In this webinar, you’ll learn about the special apportionment issues facing service-based businesses. You’ll learn how to minimize your organization’s state taxes and avoid multiple taxation and other ...

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In this webinar, you’ll learn about the special apportionment issues facing service-based businesses. You’ll learn how to minimize your organization’s state taxes and avoid multiple taxation and other ...

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Are you prepared to advance your expertise in the realm of real estate taxation? Dive into the intricacies of homeownership and property investments with the guidance of Lawrence Pon in this comprehen ...

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Are you ready to enhance your knowledge and expertise in real estate taxation? Join our Continuing Professional Education course led by the highly regarded expert, Lawrence Pon, and unlock the secrets ...

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In Tax Aspects of Special Taxpayers, William Roos delves into complicated issues related to groups of individuals that require specialized knowledge from the tax preparer’s prospective. You’ll get an ...

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To provide CPAs, financial professionals & tax practitioners with a complete underst&ing of the tax provisions in the newly passed CARES Act, which provides economic relief & support for businesses & ...

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To provide CPAs, financial professionals and tax practitioners with a complete understanding of the tax provisions in the newly passed CARES Act, which provides economic relief and support for busines ...

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Upon completion of this session, you will be able to: Identify potential corporate tax law changes based on the outcome of the 2024 elections. Understand how passthrough tax laws may change in light o ...