Update
CPE Credits
4 Credits: Taxes
Course Description
Learning Objectives
Course Specifics
|
Course ID 22CLasVegasDec-LE22C293201 |
Prerequisites |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
CFP Provider Number: 3199
CFP Course Number: 308858
CFP Provider Number: 3199
CFP Course Number: 308858
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1840
CTEC State Credits: 4
CTEC Course Number: 2071-CE-1840
CTEC State Credits: 4
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen teaches tax professionals how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media, such as Bloomberg Businessweek. Karen’s powerful real-life …
2022 California Tax Update
$570.00
Availability: 2 in stock
Update
CPE Credits
4 Credits: Taxes
Course Description
Learning Objectives
Course Specifics
|
Course ID 22CLasVegasDec-LE22C293201 |
Prerequisites |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
CFP Provider Number: 3199
CFP Course Number: 308858
CFP Provider Number: 3199
CFP Course Number: 308858
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1840
CTEC State Credits: 4
CTEC Course Number: 2071-CE-1840
CTEC State Credits: 4
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen teaches tax professionals how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media, such as Bloomberg Businessweek. Karen’s powerful real-life …