Financial Planning CPE for CPAs

25

Effective Tax Return and Cash Flow Analysis Webinar

9:30 a.m. - 5:00 p.m.

CPE Credits: 8-Other

$295
member

$400
nonmember

25

Effective Tax Return and Cash Flow Analysis Webinar

11:30 a.m. - 7:00 p.m.

CPE Credits: 8-Other

$295
member

$400
nonmember

25

Financial, Retirement, Tax and Valuation Issues in Divorce (working title) Webinar

11:30 a.m. - 7:00 p.m.

CPE Credits: 8-Other

$295
member

$400
nonmember

Social Security Basics and Strategies For Maximizing Benefits Webinar

9:30 a.m. - 5:00 p.m.

CPE Credits: 8-Other

$295
member

$400
nonmember

Things I Think I Think: Valuation of Intellectual Property Webinar

11:30 a.m. - 1:30 p.m.

CPE Credits: 2-Other

$79
member

$104
nonmember

Social Security Basics and Strategies For Maximizing Benefits Webinar

11:30 a.m. - 7:00 p.m.

CPE Credits: 8-Other

$295
member

$400
nonmember

27

The Best Individual Income Tax Update Course Webinar by Surgent McCoy

9:00 a.m. - 5:00 p.m.

CPE Credits: 8-Tax

$259
member

$359
nonmember

27

Everything You Need to Know About Trusts Webinar

9:30 a.m. - 5:00 p.m.

CPE Credits: 8-Tax

$295
member

$400
nonmember

27

Everything You Need to Know About Trusts Webinar

11:30 a.m. - 7:00 p.m.

CPE Credits: 8-Tax

$295
member

$400
nonmember

28

Making the Transition to Advisory Services Webinar

10:00 a.m. - 12:00 p.m.

CPE Credits: 2-Other

$79
member

$104
nonmember

29

Subtrust Funding Workshop Webinar

9:30 a.m. - 5:00 p.m.

CPE Credits: 8-Tax

$295
member

$400
nonmember

29

Subtrust Funding Workshop Webinar

11:30 a.m. - 7:00 p.m.

CPE Credits: 8-Tax

$295
member

$400
nonmember

1

Individual and Financial-Planning Tax Camp Webinar

9:00 a.m. - 5:00 p.m.

CPE Credits: 8-Tax

$259
member

$359
nonmember

3

K2's Sales Tax Compliance in a Post-Wayfair World Webinar

1:00 p.m. - 2:40 p.m.

CPE Credits: 2-Tax

$75
member

$101
nonmember

4

Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues Webinar

2:00 p.m. - 4:00 p.m.

CPE Credits: 1-Tax; 1-Other

$89
member

$114
nonmember

4

Latest Developments in PPP Loan Application and Forgiveness: Consolidated Appropriations Act Update Webinar

2:00 p.m. - 5:00 p.m.

CPE Credits: 3-Tax

$139
member

$189
nonmember

5

The Best Individual Income Tax Update Course Webinar by Surgent McCoy

9:00 a.m. - 5:00 p.m.

CPE Credits: 8-Tax

$259
member

$359
nonmember

5

Advanced Personal Financial Planning Update Webinar

11:30 a.m. - 7:00 p.m.

CPE Credits: 8-Other

$295
member

$400
nonmember

9

Things I Think I Think: Valuation of Intellectual Property Webinar

11:00 a.m. - 1:00 p.m.

CPE Credits: 2-Other

$79
member

$104
nonmember

12

Covered Expatriates: Asset Taxation During and After Expatriation Webinar

3:00 p.m. - 4:00 p.m.

CPE Credits: 1-Tax

$37
member

$50
nonmember

15

Unlocking the Mysteries of Key Person Value Webinar

11:30 a.m. - 1:30 p.m.

CPE Credits: 2-Other

$79
member

$104
nonmember

17

Private Company Reporting Options: More Changes Ahead Webinar

11:30 a.m. - 7:00 p.m.

CPE Credits: 8-A&A

$295
member

$400
nonmember

18

Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times Webinar

2:00 p.m. - 4:00 p.m.

CPE Credits: 2-Other

$89
member

$114
nonmember

23

Making the Transition to Advisory Services Webinar

12:00 p.m. - 2:00 p.m.

CPE Credits: 2-Other

$79
member

$104
nonmember