EA Course Overview
Our FREE in person CPA CPE training course offers a comprehensive overview of essential financial planning strategies, focusing on retirement plans, tax-saving methods, and estate planning. Topics include Defined Contribution and Defined Benefit Plans, leveraging life insurance within qualified plans to secure tax-free income, and exploring income tax-saving strategies tailored for self-employed individuals and small business owners. Participants will also learn about annuity opportunities, how to manage required minimum distributions (RMDs), and the role of life insurance in estate planning. The program covers advanced business life insurance concepts like buy/sell agreements, executive benefits, key person insurance, and real-world case studies to demonstrate the effective use of qualified plans in achieving financial stability and growth.
Prerequisites
Verified EA License
Delivery Method
Group Live
What you can learn
- Maximize tax benefits of IRAs, 401(k)s, and Roth IRAs.
- Use life insurance in qualified plans for tax-free income and estate planning.
- Apply pensions, annuities, and estate tax strategies.
- Implement tax planning for small businesses.
Participants will
- Stay Compliant: Earn up to 8.0 IRS CE credits to fulfill your CE requirements with ease and confidence.
- Enhance Your Career: Equip yourself with the latest knowledge and skills to advance your career and serve your clients better.
- Network and Collaborate: Connect with fellow professionals, share insights, and expand your professional network.
