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CPA Continuing Education (4) Resources

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Qualified Plans: Latest Trends, Pitfalls and Opportunities

CPAs can utilize qualified plans as an effective tax planning tool. Learn how to mitigate your clients' potential tax liabilities and help achieve their goals.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: How to Improve an Investment Portfolio's Tax Efficiency

The CPE course will educate CPAs on what's behind the 1099s generated from their clients’ brokerage statements, and also provide answers about whether tax reductions can improve the net rate of return.
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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Estate Planning and Tax Reform

The CPE course will educate CPAs on the common problems caused by not updating an estate plan, as well as potential opportunities available before a change in the estate tax law takes effect.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Business Succession Planning for Privately Held Businesses

The CPE course will cover one of the most important, yet overlooked components of sound fiscal planning for businesses, to help ensure success following the death, disability and/or retirement of key owner(s).

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Financial News ,CPA Continuing Education

The Importance of CPA Continuing Education

It is a requirement in most states that any practicing CPAs obtain continuing education to keep their license intact. Learn other reasons CPA CPE is important.

There's a constant push for continuing education among professionals in many industries. The reasons below should give you some good insight on why continuing professional education courses are so important for a CPA.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Tax Traps and Opportunities with Life Insurance

The CPE course will educate CPAs on different applications and considerations with life insurance. Some of the considerations for the future will be discussed when needs have changed.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: 1099s and Brokerage Statements - The Real Story Behind the Numbers

This CPE course will educate CPAs on what to look for on 1099s and brokerage statements to help their clients lower costs and achieve their financial goals.

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Financial News ,CPA Continuing Education

Gathering Investment Information is Often Part of a CPA’s Fiduciary Duty

In many ways, a CPA must act as a trusted advisor as part of their fiduciary responsibility.

A CPA must often be cognizant of gathering investment information as part of their fiduciary duty, if it applies to their client.  As accountants become more involved with their client’s investments, they must be aware of what information is needed.  More importantly, they must understand how this information impacts their client’s tax situation and their overall financial profile.

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Financial News ,CPA Continuing Education

CPA Continuing Education Courses: Update on Qualified Plans as a Tax Planning Tool

CPAs can utilize qualified plans as an effective tax planning tool. Learn how to mitigate your client's potential tax liabilities and help achieve their goals.

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