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CPA Continuing Education (3) Resources

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Pension Planning for 2018

Learn about optimizing retirement benefits and the ins and outs of qualified retirement plans, including optimal design, best practices, and compliance.
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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Annuities as a Tool of Financial Planning

Learn how immediate, deferred, fixed and variable annuities are used as financial planning tools to help (or hinder) your clients, and obtain helpful guidance on related best practices.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Alternative Methods of Investing

Learn about the various Alternative Methods of Investing that professional investment managers may use to manage your clients' portfolios, including Strategic Asset Allocation, Liability-Driven Investing, Opportunistic Investing, and Selective/Concentrated Investing.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Retainer Fee Wealth Management

Learn about Retainer Fee Wealth Management, a new way to deliver financial services that is more aligned with the business model and ethics of CPAs than traditional approaches.

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CPA Continuing Education Course: Investment Portfolio Theory (Basic Through Advanced)

Learn about the most important and influential concepts of investment portfolio management.

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CPA Continuing Education Course: Charitable Planning Under the New Tax Law

Learn how the new federal tax law will affect your clients' charitable planning.

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CPA Continuing Education Course: Tax Reform and Estate Planning

Learn how the recent federal tax law changes will affect your clients' estate planning.

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CPA Continuing Education Course: Investment Portfolio Tax Efficiency

Learn techniques for tax-optimizing an investment portfolio (both basic and advanced).

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CPA Continuing Education Course: Case Study on Cash Flow Modeling for Retirement: The Impacts of Inflation, Taxes and Rate of Return

The CPE course will educate CPAs on integrating all aspects of cash flow planning for retirement.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Alternative Methods of Investing

The CPE course will educate CPAs on why a multiple-method investing approach makes the most sense for them and their clients.

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