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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 41.
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05/01/20179:00AM - 3:00PM ETTax Strategies For Wealthy IndividualsKaren Brosi6Taxes$199.00
05/02/201711:00AM - 1:00PM ET12 Essential Tax Planning Tips And Then SomeDoug Stives2Taxes$89.00
05/02/20174:00PM - 6:00PM ETAdding Personal Financial Planning Services to Your CPA PracticeJeff Rattiner2Taxes$79.00
05/03/20179:00AM - 11:00AM ETAn Overview of Legalized Cannabis - State Laws, Taxation, and Ethics Nick Richards2Taxes$89.00
05/03/20173:00PM - 5:00PM ETRepresenting The Cannabis BusinessNick Richards2Taxes$89.00
05/04/201711:00AM - 5:00PM ETTax Strategies For Wealthy IndividualsKaren Brosi6Taxes$199.00
05/04/201711:00AM - 1:00PM ETCalifornia Business Tax Hazards: 10 Strategies for Out-of-State PractitionersKaren Brosi & Susan Maples2Taxes$99.00
05/04/20175:00PM - 7:00PM ETCalifornia Individual Tax Hazards: 10 Strategies for Out-of-State PractitionersKaren Brosi & Susan Maples2Taxes$99.00
05/05/20179:00AM - 12:00PM ETThe Complete Tax and Financial Planning Course -- Part 1Jeff Rattiner3Taxes$109.00
05/05/201712:00PM - 2:00PM ETThe Complete Tax and Financial Planning Course -- Part 2Jeff Rattiner2Taxes$89.00
05/08/201711:00AM - 5:00PM ETTax Strategies For Real Estate InvestorsKaren Brosi6Taxes$199.00
05/09/20179:00AM - 11:00AM ETAdvanced Social Security: Mastering Obscure Rules and StrategiesMartha Shedden2Taxes$89.00
05/09/201712:00PM - 2:00PM ETAn Overview of Legalized Cannabis - State Laws, Taxation, and Ethics Nick Richards2Taxes$89.00
05/09/20172:00PM - 5:00PM ETChoice Of Business EntitySteven Siegel3Taxes$79.00
05/09/20173:00PM - 5:00PM ETPreparing a Decedent's Final Form 1040 and Other Postmortem DecisionsSteven Siegel2Taxes$79.00
05/10/201711:00AM - 1:00PM ETPreparing a Decedent's Final Form 1040 and Other Postmortem DecisionsSteven Siegel2Taxes$79.00
05/10/20175:00PM - 7:00PM ETThe Cannabis Business Model, IRC Section 280E, And COGSNick Richards2Taxes$89.00
05/11/20179:00AM - 1:00PM ETTrusts And Estates Taxation And Preparing Form 1041 (Part 1)Steven Siegel4Taxes$129.00
05/11/20171:00PM - 5:00PM ETTrusts And Estates Taxation And Preparing Form 1041 (Part 2)Steven Siegel4Taxes$129.00
05/11/20171:00PM - 5:00PM ETEmployee Benefit Plan AuditsJames Woy4Taxes$129.00
05/12/201711:00AM - 2:00PM ETTax and Financial Strategies in Divorce -- Part 1Jeff Rattiner3Taxes$99.00
05/12/20172:00PM - 4:00PM ETTax and Financial Strategies in Divorce -- Part 2Jeff Rattiner2Taxes$79.00
05/15/20179:00AM - 11:00AM ETWhat The CPA Should Know About Trusts And EstatesRobert Keebler2Taxes$89.00
05/15/20173:00PM - 5:00PM ETTax Strategies for California Residents with Multistate IncomeKaren Brosi2Taxes$79.00
05/16/201711:00AM - 1:00PM ETGift Tax Returns (Form 709)Robert Keebler2Taxes$89.00