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Join this CE Course to stay proactive and knowledgeable about federal and state tax updates. You will be able to confidently navigate the complexities of tax season and ensure compliance with the ever-evolving tax landscape.
- April 2 @ 11am ET
- MyCPE Live Webinar
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Discover how charitable gift financing strategies can assist high-income clients in maximizing their charitable impact while effectively managing taxable income and preserving liquidity.
We are excited to welcome our special guest, Aleksander Dyo, Founder of Wealth Excel. Aleksander is recognized in the financial field for his extensive knowledge of complex Qualified Plan models and innovative Financed Charitable Gifting techniques.
You can earn up to 1 CPE credit, provided by CPA Academy.
- April 23rd @ 11am ET
- Live Webinar
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This exclusive one-day virtual event brings together tax industry leaders, successful practitioners, and tax strategy specialists to show you exactly how to make that shift. Walk away with the strategies and pricing frameworks to build the advisory practice you've always known was possible.
- May 15 from 10am-4:00 pm EST
- Live Webinar