CPE Catalog & Events
The Ultimate Guide to Retirement Planning
Available Until
Self-study
31.00 Credits
Member Price: $709
Mapping mechanics Common pitfalls Popular retirement myths Defining retirement Developing a plan Savings Assets
Time Management for CPAs
Available Until
Self-study
2.00 Credits
Member Price: $69
Building an effective time management framework Three time factors-time wasters, time savers and time management techniques Managing "oneself" to improve the management of time
Top 10 Things Financial Planners Need to Know About Estate Planning 2023
Available Until
Self-study
8.00 Credits
Member Price: $199
Exemptions and exclusions Portability and step-up in basis Asset valuation Discounts Marital and charitable deductions Deductions: Transmission expenses and Administration expenses (706 or 1041) Income in respect of a decedent and retirement plan assets Life insurance and annuities Trust or estate administration Trust funding
Top 5 Ways to Fund Your Retirement
Available Until
Self-study
1.00 Credits
Member Price: $49
Will Your Advance Directive Protect You Both Personally and Financially? Creating Trusted Planning Relationships Retirement Plans, Roth Planning and Conversions Reverse Mortgages
Top Tax Techniques, Traps, Trip Cords and Rip Cords With Multistate Trusts
Available Until
Self-study
1.00 Credits
Member Price: $49
New developments: Federal and California update IRS audits of estate tax returns New RMD rules, Roth conversions and estate planning for large retirement plans Update from Washington regarding tax law changes Helping your clients reduce, defer or eliminate capital gains taxes Trust reformation and decanting update Hot topics in international tax and estate planning and considerations for transfers to non-U.S. citizen spouses Valuation of notes The feasibility of using IDGTs and how you use it Planning for changing exemption in 2025 Flow-through entities and impact on trusts Changing exemption panel discussion Charitable planning Special needs trusts
Trusts as Retirement Plan Beneficiaries 2022
Available Until
Self-study
2.00 Credits
Member Price: $69
What is the significance of the retirement plan beneficiary? Primary vs. contingent beneficiaries Is a trust a "designated beneficiary?" Why do people want to name a trust as the beneficiary? Income tax aspects of trusts as beneficiary What happens when the trust beneficiary dies?
Two Critical Excel Functions: VLOOKUP and SUMIFS
Available Until
Self-study
2.00 Credits
Member Price: $69
VLOOKUP function SUMIFS function VLOOKUP and SUMIFS comparison
Understanding Team Dynamics
Available Until
Self-study
2.00 Credits
Member Price: $69
Team roles High-performing teams Success behaviors
Unleashing Innovation and Creativity For Greater Results
Available Until
Self-study
2.00 Credits
Member Price: $69
Cognitive routines Psychological safety Learning from risk and failure
Visual Estate Planning
Available Until
Self-study
9.00 Credits
Member Price: $209
Estate Planning Estate & Gift Taxes Plans, Devices & Techniques
Why is Corporate Virtue in the Eye of The Beholder? The Case of ESG Ratings
Available Until
Self-study
1.00 Credits
Member Price: $49
Environmental, Social, and Governance (ESG)