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Taxation and Financial Planning

Gain the insight you need to make strong recommendations.

Whether you’re serving corporate or private clients, dive deep into the knowledge and best practices you need. Choose from a wide variety of focused topics, including current tax updates, tax strategies, retirement and estate planning, asset protection strategies, social security rules, and much more. Our instructors are industry experts who’ve been there, and bring a real-world perspective to help you apply your learning.


Course times are displayed in eastern time. Schedule is subject to change.

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DateTimeCourse TitleInstructorCPE CreditsCategoryRetail PriceCourse InformationAdd to Cart
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 Page 1 of 4, items 1 to 25 of 89.
show all 89
01/20/201710:00AM - 1:00PM ETTax and Financial Strategies in Divorce -- Part 1Jeff Rattiner3Taxes$99.00
01/20/20171:00PM - 3:00PM ETTax and Financial Strategies in Divorce -- Part 2Jeff Rattiner2Taxes$79.00
01/20/20171:00PM - 3:00PM ETFBAR And Offshore Tax Compliance IssuesRobert (Bob) E. McKenzie & Claudia Hill2Taxes$99.00
01/20/20173:00PM - 6:00PM ETChoice Of Business EntitySteven Siegel3Taxes$79.00
01/24/201712:00PM - 2:00PM ETTax Consequences Of Forming A CompanyLynne Glennon2Taxes$89.00
01/24/20172:00PM - 4:00PM ETTax Consequences Of Mergers And AcquisitionsLynne Glennon2Taxes$79.00
01/27/201710:00AM - 12:00PM ETBusiness Succession Planning: Tax And Non-Tax ConsiderationsSteven Siegel2Taxes$129.00
01/27/201712:00PM - 2:00PM ETPassive Activity Loss RulesSteven Siegel2Taxes$79.00
01/27/20172:00PM - 4:00PM ETPlanning For Persons With Special NeedsSteven Siegel2Taxes$79.00
01/27/20174:00PM - 6:00PM ETCharitable Giving Tax PlanningSteven Siegel2Taxes$79.00
01/30/201712:00PM - 2:00PM ET12 Essential Tax Planning Tips And Then SomeDoug Stives2Taxes$89.00
01/30/201712:00PM - 2:00PM ETCalifornia Individual Tax Hazards: 10 Strategies for Out-of-State PractitionersKaren Brosi & Susan Maples2Taxes$99.00
01/30/20172:30PM - 4:30PM ETCalifornia Business Tax Hazards: 10 Strategies for Out-of-State PractitionersKaren Brosi & Susan Maples2Taxes$99.00
01/31/201710:00AM - 2:00PM ETTrusts And Estates Taxation And Preparing Form 1041 (Part 1)Steven Siegel4Taxes$129.00
01/31/201711:00AM - 1:00PM ETThe Cannabis Business Model, IRC Section 280E, And COGSNick Richards2Taxes$89.00
01/31/20172:00PM - 6:00PM ETTrusts And Estates Taxation And Preparing Form 1041 (Part 2)Steven Siegel4Taxes$129.00
02/01/201711:00AM - 1:00PM ETAdvanced Social Security: Mastering Obscure Rules and StrategiesMartha Shedden2Taxes$89.00
02/01/20171:00PM - 3:00PM ETSocial Security: Indispensable Information for Financial ProfessionalsMartha Shedden2Taxes$89.00
02/01/20173:00PM - 5:00PM ETSocial Security: What Every Woman and Their Financial and Tax Advisors Should KnowMartha Shedden2Taxes$89.00
02/01/20175:00PM - 7:00PM ETSocial Security: Bridging For Retirement PlanningFrank Horath & Martha Shedden2Taxes$89.00
02/02/201710:00AM - 12:00PM ET2016 IRS Practice And Procedure UpdateStuart Sobel2Taxes$79.00
02/02/201712:00PM - 2:00PM ETSocial Security: Bridging For Retirement PlanningFrank Horath & Martha Shedden2Taxes$89.00
02/02/20172:00PM - 4:00PM ETPreparing a Decedent's Final Form 1040 and Other Postmortem DecisionsSteven Siegel2Taxes$79.00
02/03/201710:00AM - 12:00PM ETAdding Personal Financial Planning Services to Your CPA PracticeJeff Rattiner2Taxes$79.00
02/03/201712:00PM - 2:00PM ETUsing Form 1040 To Identify Financial Planning NeedsJeff Rattiner2Taxes$79.00