Paul J. Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.
Paul J. Winn CLU ChFC
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Taxes
SECURE Act 2.0
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 4 $116.00$116.00 – $136.00
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Taxes
Principles of Wealth Management
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 8 $232.00$232.00 – $262.00
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Taxes
Navigating Form 1040 Schedule C
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 3 $87.00$87.00 – $107.00
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Taxes
Tax Treatment of Individual Retirement Arrangements
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 3 $87.00$87.00 – $107.00
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Taxes
Tax Treatment of Life Insurance Proceeds
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 2 $58.00$58.00 – $78.00
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Taxes
Tax Treatment of Sickness and Injury Plans
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 3 $87.00$87.00 – $107.00
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Taxes
Tax Treatment of Retirement Plans, Pensions and Annuities
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 3 $87.00$87.00 – $107.00
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Taxes
Healthcare Reform: The Affordable Care Act Tax Provisions
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 5 $145.00$145.00 – $175.00
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Taxes
Home Office Deduction
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 3 $87.00$87.00 – $107.00
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Taxes
Earned Income Tax Credit
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 4 $116.00$116.00 – $136.00
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Taxes
Keeping Taxpayer Data Secure
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 3 $87.00$87.00 – $107.00
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Taxes
2024 Annual Tax Season Update
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 9 $261.00$261.00 – $291.00
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Taxes
Affordable Care Act: Individual Rights & Responsibilities
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 2 $58.00$58.00 – $78.00
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Taxes
Education Tax Benefits
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 5 $145.00$145.00 – $175.00
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Taxes
Affordable Care Act: Employer Rights and Responsibilities
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 4 $116.00$116.00 – $136.00
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Regulatory Ethics
Enrolled Agent Ethical Standards: Practices & Procedures
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 2 $58.00$58.00 – $78.00
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Taxes
EITC Due Diligence
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 2 $58.00$58.00 – $78.00
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Regulatory Ethics
Tax Return Preparer Ethical Issues
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 2 $58.00$58.00 – $78.00
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Taxes
Tax Cuts & Jobs Act: Individual Tax Preparation
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 4 $116.00$116.00 – $136.00
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Taxes
IRS Collections & Installment Agreements
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 2 $58.00$58.00 – $78.00
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Taxes
Practice Before the IRS
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 2 $58.00$58.00 – $78.00
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Taxes
The § 199A Pass-Through Deduction
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 3 $87.00$87.00 – $107.00
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Management Services
Personal Life Insurance Planning
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 2 $58.00$58.00 – $78.00
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Taxes
Individual Retirement Accounts
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 7 $203.00$203.00 – $233.00
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Taxes
Long Term Care Fundamentals
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 5 $145.00$145.00 – $175.00
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Taxes
Estate Tax Planning
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 4 $116.00$116.00 – $136.00
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Taxes
Annuities
Paul J. Winn CLU ChFCQAS Self-StudyCredits: 10 $290.00$290.00 – $320.00
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Taxes
Navigating an IRS Tax Audit
Paul J. Winn CLU ChFCQAS Self-StudyCredits: $0.00
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