Webcasts: Shop by Topic

 

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.

Data pager
Data pager
 Page 1 of 4, items 1 to 25 of 88.
show all 88
DateTimeCourse TitleInstructorCPE CreditsCategoryRetail PriceCourse InformationAdd to Cart
Data pager
Data pager
 Page 1 of 4, items 1 to 25 of 88.
show all 88
02/27/20178:00AM - 9:00AM ETPreparing Tax Preparers For 2017Vern Hoven & Sharon Kreider1Taxes$49.00
02/27/201710:00AM - 4:00PM ETTax Strategies For Real Estate InvestorsKaren Brosi6Taxes$199.00
02/27/201710:00AM - 4:00PM ETTax Strategies For Wealthy IndividualsKaren Brosi6Taxes$199.00
02/27/201711:00AM - 1:00PM ETCalifornia Individual Tax Hazards: 10 Strategies for Out-of-State PractitionersKaren Brosi & Susan Maples2Taxes$99.00
02/27/20171:00PM - 3:00PM ETCalifornia Business Tax Hazards: 10 Strategies for Out-of-State PractitionersKaren Brosi & Susan Maples2Taxes$99.00
02/27/20173:00PM - 5:00PM ETTax Strategies for California Residents with Multistate IncomeKaren Brosi2Taxes$79.00
03/01/201712:00PM - 2:00PM ETAdding Personal Financial Planning Services to Your CPA PracticeJeff Rattiner2Taxes$79.00
03/01/20172:00PM - 4:00PM ETUsing Form 1040 To Identify Financial Planning NeedsJeff Rattiner2Taxes$79.00
03/01/20174:00PM - 6:00PM ETSolving Today’s Investment ComplexitiesJeff Rattiner2Taxes$79.00
03/02/201711:00AM - 12:00PM ETPreparing Tax Preparers For 2017Vern Hoven & Sharon Kreider1Taxes$49.00
03/02/201711:00AM - 1:00PM ETAdvanced Social Security: Mastering Obscure Rules and StrategiesMartha Shedden2Taxes$89.00
03/02/20171:00PM - 3:00PM ETSocial Security: Indispensable Information for Financial ProfessionalsMartha Shedden2Taxes$89.00
03/02/20171:00PM - 3:00PM ETSocial Security: Bridging For Retirement PlanningFrank Horath & Martha Shedden2Taxes$89.00
03/02/20173:00PM - 5:00PM ETSocial Security: What Every Woman and Their Financial and Tax Advisors Should KnowMartha Shedden2Taxes$89.00
03/03/20173:00PM - 5:00PM ETCommunicating With Clients About Basic Financial PlanningJeff Rattiner2Taxes$79.00
03/03/20174:00PM - 6:00PM ETIdentifying Insurance Exposures And Recommending SolutionsJeff Rattiner2Taxes$79.00
03/06/20173:00PM - 5:00PM ETPreparing IRS Form 706 (Including Portability Issues)Robert Keebler2Taxes$89.00
03/07/20179:00AM - 11:00AM ETGift Tax Returns (Form 709)Robert Keebler2Taxes$89.00
03/07/201711:00AM - 1:00PM ETWhat The CPA Should Know About Trusts And EstatesRobert Keebler2Taxes$89.00
03/07/20171:00PM - 2:00PM ETConsistent Basis Reporting Between Estates & BeneficiariesRobert Keebler1Taxes$49.00
03/08/20173:00PM - 4:00PM ETPreparing Tax Preparers For 2017Vern Hoven & Sharon Kreider1Taxes$49.00
03/09/20179:00AM - 12:00PM ETThe Complete Tax and Financial Planning Course -- Part 1Jeff Rattiner3Taxes$109.00
03/09/201712:00PM - 2:00PM ETThe Complete Tax and Financial Planning Course -- Part 2Jeff Rattiner2Taxes$89.00
03/10/201711:00AM - 1:00PM ETEstate Planning For IRAs & Other Qualified PlansRobert Keebler2Taxes$89.00
03/10/201712:00PM - 2:00PM ETThe Cannabis Business Model, IRC Section 280E, And COGSNick Richards2Taxes$89.00