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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 2, items 1 to 25 of 38.
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03/27/20179:00AM - 1:00PM ETEmployee Stock OptionsKaren Brosi4Taxes$139.00
03/30/20173:00PM - 5:00PM ETPreparing a Decedent's Final Form 1040 and Other Postmortem DecisionsSteven Siegel2Taxes$79.00
03/30/20175:00PM - 6:00PM ETRecent International Tax Issues For IndividualsDavid Jarmusz1Taxes$49.00
03/31/20179:00AM - 1:00PM ETTrusts And Estates Taxation And Preparing Form 1041 (Part 2)Steven Siegel4Taxes$129.00
03/31/20171:00PM - 3:00PM ETRepresenting The Cannabis BusinessNick Richards2Taxes$89.00
04/03/201711:00AM - 1:00PM ETEstate Planning For IRAs & Other Qualified PlansRobert Keebler2Taxes$89.00
04/03/20171:00PM - 3:00PM ETThe Mathematics Of PortabilityRobert Keebler2Taxes$89.00
04/04/20179:00AM - 1:00PM ETTrusts And Estates Taxation And Preparing Form 1041 (Part 1)Steven Siegel4Taxes$129.00
04/04/201712:00PM - 2:00PM ETSocial Security: Bridging For Retirement PlanningFrank Horath & Martha Shedden2Taxes$89.00
04/05/201710:00AM - 2:00PM ETTrusts And Estates Taxation And Preparing Form 1041 (Part 2)Steven Siegel4Taxes$129.00
04/05/201711:00AM - 3:00PM ETEmployee Benefit Plan AuditsJames Woy4Taxes$129.00
04/07/201711:00AM - 3:00PM ETS Corp Acquisition IssuesJim Hamill4Taxes$139.00
04/07/201711:00AM - 2:00PM ETTax and Financial Strategies in Divorce -- Part 1Jeff Rattiner3Taxes$99.00
04/07/20172:00PM - 4:00PM ETTax and Financial Strategies in Divorce -- Part 2Jeff Rattiner2Taxes$79.00
04/07/20172:00PM - 4:00PM ETTax Consequences Of Mergers And AcquisitionsLynne Glennon2Taxes$79.00
04/10/20171:00PM - 3:00PM ETPreparing IRS Form 706 (Including Portability Issues)Robert Keebler2Taxes$89.00
04/11/201711:00AM - 1:00PM ETTax Consequences Of Forming A CompanyLynne Glennon2Taxes$89.00
04/11/20173:00PM - 5:00PM ETPartnership Capital Accounts - Navigating 704(b)Jim Hamill2Taxes$89.00
04/12/201710:00AM - 1:00PM ETThe Complete Tax and Financial Planning Course -- Part 1Jeff Rattiner3Taxes$109.00
04/12/20171:00PM - 3:00PM ETThe Complete Tax and Financial Planning Course -- Part 2Jeff Rattiner2Taxes$89.00
04/13/201711:00AM - 5:00PM ETTax Strategies For Real Estate InvestorsKaren Brosi6Taxes$199.00
04/13/20171:00PM - 3:00PM ETSolving Today’s Investment ComplexitiesJeff Rattiner2Taxes$79.00
04/13/20173:00PM - 5:00PM ETUsing Form 1040 To Identify Financial Planning NeedsJeff Rattiner2Taxes$79.00
04/18/20179:00AM - 3:00PM ETTax Strategies For Wealthy IndividualsKaren Brosi6Taxes$199.00
04/18/201710:00AM - 2:00PM ETEmployee Stock OptionsKaren Brosi4Taxes$139.00