CPA Continuing Professional Education (CPE)


Earn New York State Continuing Professional Education (CPE) Credits and Learn New Techniques to Help your Clients and Enhance Your Services

Register for 4Thought’s live or virtual CPA CPE classes to expand your knowledge base in numerous Wealth Management, Financial Planning, and Investment Advisory topics relevant to CPAs that further drive the success of both your business and your clients.

  • Gain a fresh perspective and a new understanding about a range of topics related to Comprehensive Wealth Management and Investing.
  • Increase revenue and decrease client attrition by learning about the most significant wealth management topics and corresponding best practices that are easy for CPAs to implement for their practice.
  • Attract new business and deepen existing relationships from gaining wealth management knowledge to compliment your accounting practice and promote yourself as a center of influence.
Free-Long-Island-CPA-CPE-Courses

Wealth management and investment advisory training in-person or virtually via an online, interactive classroom.

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Learn the fundamentals of Coordinated Wealth Management

Gain an understanding of how coordinating the “Four Corners” of Wealth Management can improve upon your clients’ existing financial planning, save on income and estate taxes, and prevent any unanticipated future headaches.

Classes are offered either in-person at our Syosset, NY location or virtually via an online, interactive classroom with Microsoft Teams. Private in-person or virtual training may also be requested at the CPA firm level so that your entire staff can earn credits at the same time.

Course topics include:

 BASIC LEVEL CPA CPE COURSES

Estate Planning

Review of Current Tax Law & Impact of Intestacy 

Wills, Living Trust, Testamentary

Trust, Revocable & Irrevocable


Fringe Benefits

401Ks

Profit Sharing

Defined Benefit

Group Insurance

Investment

Identifying client investment objectives & gathering data

Investment planning concepts

Basic investment portfolio theory

Types of investment vehicles

Business Succession

Keep vs. Sell

Cross Purchase

Entity Purchase

Will or Gift

ADVANCED LEVEL CPA CPE COURSES

Estate Planning

Review of Intentionally Defective Grantor Trusts

Charitable Remainder Trusts

Charitable Lead Trusts

Generation Skipping, etc.

Fringe Benefits

Cash Balance Plans

ESOP

Split Dollar

Captive Insurance/831b

Investment

Alternative Methods of Investing

Portfolio Tax Efficiency

Advanced Investment Portfolio Theory

Alternative Views on Markets

Business Succession

Partnership Buy-Sells

Trust Buy-Sells

One Way Buy-Sells

Learn about how these important topics help you better service and understand your clients

Our classes help you position yourself as a knowledgeable center of influence. The coursework covers various wealth management and investment advisory topics that help you stand out among other professionals. We cover topics that range from basic estate planning and investing theory to complex business succession and tax planning considerations for small business owners. Best of all, CPAs receive New York State CPE credit, plus ongoing support so they can better serve their clients and provide objective advice.


May 16, 2024
Noon - 2pm

4Thought Logo

Tax Efficient Investing and Trust Account Management

In-person and Virtual Event
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Virtually via Microsoft Teams

Jesse Mackey

Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group

2 CPE Credits - Register Below

June 20, 2024
Noon - 2pm

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Identifying Client Financial Needs

In-person and Virtual Event
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Virtually via Microsoft Teams

Dan Mackey Jesse Mackey

Daniel Mackey, Chief Financial Officer/ Investor Relations Officer - 4Thought Financial Group
Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group

2 CPE Credits - Register Below

July 18, 2024
Noon - 2pm

4Thought Logo

Asset Protection and Medicaid Planning

In-person and Virtual Event
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Virtually via Microsoft Teams

Kim Smith

Kim M. Smith, Owner - Kim Smith Law Group, PLLC

2 CPE Credits - Register Below

August 15, 2024
Noon - 2pm

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Qualified Plans and Implementation

In-person and Virtual Event
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Virtually via Microsoft Teams

Judy Lynch Jesse Mackey

Judy Lynch, QPA, Vice President of Consulting Services - Long Island Employee Benefits Group
Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group

2 CPE Credits - Register Below

September 19, 2024
Noon - 2pm

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Retirement Planning

In-person and Virtual Event
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Virtually via Microsoft Teams

Marty Levine Dan Mackey Jesse Mackey

Martin E. Levine, CPA, Chief Marketing Officer - 4Thought Financial Group
Daniel Mackey, Chief Financial Officer/ Investor Relations Officer - 4Thought Financial Group
Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group

2 CPE Credits - Register Below

October 16, 2024
Noon - 2pm

4Thought Logo

Labor Law for Small Business Owners

In-person and Virtual Event
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Virtually via Microsoft Teams

Glenn Franklin Jesse Mackey

Glenn J. Franklin, Esq - Franklin, Gringer & Cohen, P.C.
Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group

2 CPE Credits - Register Below

November 14, 2024
Noon - 2pm

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Up-to-date Standards and Best Practices for Investment Portfolio Management

In-person and Virtual Event
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Virtually via Microsoft Teams

Jesse Mackey

Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group

2 CPE Credits - Register Below

December 19, 2024
Noon - 2pm

4Thought Logo

Life Insurance Products and How to Use Them

In-person and Virtual Event
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Virtually via Microsoft Teams

Marty Levine Jesse Mackey

Martin E. Levine, CPA, Chief Marketing Officer - 4Thought Financial Group
Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group

2 CPE Credits - Register Below

Request This Complimentary CE Training for You or Your Firm Today
or Register for a Scheduled CPA CPE Class