CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

All New and Current customers who purchase the Premium, Plus, or Core (Total Value Package) 2021 Federal Tax Update or the 2021 Federal and California Update will get the Tax Advisory Complement Bundle for free.

NOTE:

  • New Federal Tax Update customers will get an immediate email with a coupon code for the free course once their Tax Update purchase is complete.
  • Current Customers that purchased the Premium, Plus, or Core (Total Value Package) 2021 Federal Tax Update will get an email with a coupon code to get the Tax Advisory Complement Bundle for free.

New Administration Tax Bundle

Taught by Tax Expert: James Lange, CPA, Attorney

This exclusive bundle was designed for CPAs and Advisors that want to offer their clients key tax strategies to contend with Biden's New Administration.

CPE TOPIC: Taxes
Credits: 5
Format: Webcast (On-demand)

$209 $247 15%off

What you'll get

The SECURE Act could aptly be called the Massive Income Tax Acceleration on IRAs and Retirement Plans Act. All signs point to heavy income tax increases for IRA and retirement plan owners. How can you protect yourself and your client’s financial security and generational wealth?

James Lange designed this exclusive bundle for CPAs and Advisors that want to offer their clients key tax strategies to contend with Biden’s Administration.

0 Course

2 Courses

1 Credits

5 Credits

4 Legnth

5 Hours

2 Course Topic

CPE Topic: Taxes

3 Format

Webcast (On-Demand)

7 Cert of Completion

Certificate Upon Completion

You’ll get an exclusive Free Book from James Lange, CPA/ATTORNEY when you buy your bundle.

Note: Bonus CPE purchases are excluded from free shipping. 

What You'll Learn

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Bundle Description

The SECURE Act could aptly be called the Massive Income Tax Acceleration on IRAs and Retirement Plans Act. All signs point to heavy income tax increases for IRA and retirement plan owners. How can you protect yourself and your client’s financial security and generational wealth?

Does your estate plan include traditional documents that “fix in stone” the distribution of your assets to your heirs?  If so, then your heirs are not likely to get the full benefit of your legacy.  Updating wills and trusts for greater flexibility will provide your surviving spouse nine months after your death to determine key strategies.

This bundle will unpack critical strategies that will help you protect yourself and your client’s financial security and generational wealth.

COURSE SPECIFICS: OPTIMAL RESPONSE TO THE NEW ADMINISTRATION: SHIFT TAXABLE ASSETS TO TAX-FREE

Course ID
WC1821240884
Advanced Preparation
None

COMPLIANCE INFORMATION

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01792-21-O
IRS Federal Tax Law Credits: 3
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1582
CTEC Federal Tax Law Credits: 3

COURSE SPECIFICS: THE BEST ESTATE PLAN FOR MARRIED IRA OWNERS AFTER THE SECURE ACT AND THE NEW ADMINISTRATION

Course ID
WC1821240889
Advanced Preparation
None

COMPLIANCE INFORMATION

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01791-21-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1581
CTEC Federal Tax Law Credits: 2

Course Instructor

James Lange, CPA, Attorney

Jim Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times).  He wrote 8 best-selling books including his newest book, The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act. Jim’s RIA oversees $750 million under management.  Jim’s law firm has completed 2,857 estate plans includes wills, trusts, and beneficiary designations of IRAs and retirement plans.  Jim’s CPA firm still prepares 760 tax returns annually. Jim wrote the first peer-reviewed article regarding Roth IRA conversions in 1998 published in The …

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$209 $247 15%off