The Passive Income Playbook: From Foundations to Financial Freedom

Overview

This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles.

Highlights

Prerequisites

Work experience in a corporate staff environment, or an introductory course in finance.

Objectives

• Identify the components of the AB Strategy (Offering and Platform) and recognize how knowledge and intellectual capital can be structured into income-producing assets
• Distinguish major digital platforms and describe how they facilitate scalable recurring revenue
• Identify traditional income vehicles and distinguish basic risk, yield, and tax characteristics
• Recognize key tax considerations for business and royalty income

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.