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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Business Continuity Case Study

Learn about various business continuity and succession planning techniques within the context of financial planning, through real-world case studies.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Estate Planning Update

Learn various estate planning techniques within the context of comprehensive financial planning, including both basic and advanced uses of wills, various trust types, and other associated tools.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Medicaid Planning & Long-Term Care

Learn updates and the legal aspects of Medicaid Planning, along with how to best coordinate with clients considering Long-Term Care insurance.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Understanding Risk in Investing

Learn about risk in investing and gain practical explanatory tools for dealing with investors at all levels of sophistication.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Qualified Retirement Plan Updates

Learn the core aspects of Employer-Sponsored ERISA Retirement Plans, including important recent updates related to the SECURE Act and the CARES Act.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Special Needs Planning

Learn the fundamentals, core concepts, and new developments of Special Needs Planning.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Social Security & Medicare

Learn how to best approach the important topics of Social Security and Medicare with your clients.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Intergenerational Planning

Learn about the importance of intergenerational planning and how to best approach these conversations with your clients.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Review of Legislative Updates Under The CARES Act

Learn about the recent legislative changes under The CARES Act that can benefit your clients from the impact of COVID-19.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: The SECURE Act

Learn about several changes to the retirement space introduced by the federal SECURE Act, and how it will affect clients as they save and prepare for retirement.

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