.png?width=357&height=85&name=tpiq-logo%20(375x85).png "TaxPlanIQ")
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A free, emergency-style session for tax preparers who want to make sure they're not missing new deductions, credits, and decision points on 2025 returns before the filing deadline.
- March 24 from 1-2:30 pm EST
- Live Webinar
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Captive insurance planning can serve as a risk management tool and may present tax planning considerations when structured and operated in accordance with applicable regulations. In this Strategy Hour session, former IRS Agent and CPA Vardan Pogosian will share practical insight into how captive insurance companies function, when they may be appropriate, and the compliance factors advisors should evaluate.
Drawing on extensive IRS experience and years of proactive tax planning work, Vardan will discuss how businesses may use captive insurance structures to address retained risk, enhance financial planning flexibility, and explore potential tax implications within established regulatory frameworks.
Earn up to 1 CPE provided by CPA Academy.
- March 26th @ 12 pm CT
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