Course Presented By Credits Date
10 Critical Steps to a Financially Secured Retirement: Focus on IRA Planning and Social Security
Improper implementation of retirement strategies can cause individuals to lose significant portions of their retirement nest eggs to income taxes and to miss out on opportunities that could increase overall retirement income. But, with proper guidance on the right steps that should be taken, individuals can get the maximum benefits from their retirement savings, including social security.
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Denise Appleby, APA, CISP, CRPS, CRC, Heather Schreiber, RICP® 1 credits Tax 10/22/2019 @2:00 PM EST
What Every Small Business Owner and CPA Should Know to Provide Tax-Free Health Care Benefits
Learn how a small business can provide benefits to retain employees, attract quality candidates, reduce payroll taxes and provide tax-free health care relief using Section 105 of the IRS code.
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Russell N. Thomas Jr. 1 credits Tax 10/23/2019 @2:00 PM EST
Excel Lookups: VLOOKUP Alternative -- Power Query
In this webinar, we'll explore how to use Power Query to accomplish tasks typically performed with VLOOKUP. Plus, we'll see how Power Query even supports multi-column lookups.
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Jeff Lenning 1 credits Other 10/30/2019 @2:00 PM EST
10 Critical Steps to a Financially Secured Retirement: Focus on IRA Planning and Social Security
Improper implementation of retirement strategies can cause individuals to lose significant portions of their retirement nest eggs to income taxes and to miss out on opportunities that could increase overall retirement income. But, with proper guidance on the right steps that should be taken, individuals can get the maximum benefits from their retirement savings, including social security.
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Denise Appleby, APA, CISP, CRPS, CRC, Heather Schreiber, RICP® 1 credits Tax 11/05/2019 @2:00 PM EST
Everything Your Clients Need to Know About Opportunity Zones
Opportunity Zones are a new community investment tool established by Congress in the Tax Cuts and Jobs Act of 2017 to encourage long-term investments and revitalize low-income communities nationwide.
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Thomas Castelli, CPA 1 credits Tax 11/13/2019 @2:00 PM EST
Solar Energy Tax Credits: What to Know When Advising Your Clients
This one-hour program features solar professionals as presenters who can prepare a tax advisor to communicate the essential elements and characteristics of an investment in a solar energy tax credit investment.
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David A. March 1 credits Tax 11/19/2019 @2:00 PM EST
10 Critical Steps to a Financially Secured Retirement: Focus on IRA Planning and Social Security
Improper implementation of retirement strategies can cause individuals to lose significant portions of their retirement nest eggs to income taxes and to miss out on opportunities that could increase overall retirement income. But, with proper guidance on the right steps that should be taken, individuals can get the maximum benefits from their retirement savings, including social security.
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Denise Appleby, APA, CISP, CRPS, CRC, Heather Schreiber, RICP® 1 credits Tax 12/02/2019 @2:00 PM EST
Solar Energy Tax Credits: What to Know When Advising Your Clients
This one-hour program features solar professionals as presenters who can prepare a tax advisor to communicate the essential elements and characteristics of an investment in a solar energy tax credit investment.
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David A. March 1 credits Tax 12/10/2019 @2:00 PM EST
Everything Your Clients Need to Know About Opportunity Zones
Opportunity Zones are a new community investment tool established by Congress in the Tax Cuts and Jobs Act of 2017 to encourage long-term investments and revitalize low-income communities nationwide.
View Details Register
Thomas Castelli, CPA 1 credits Tax 12/11/2019 @2:00 PM EST