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Financial Planning CPE
All of these courses are online Courses. After you buy the course you will receive the materials in your email within minutes and will be able the test online. There is no faster way to get your CPE!
Online Financial planning cpe courses are designed for those professionals in the area's of financial consulting and retirement planning. Concentrations are in probate, estate planning, financial consulting, social security medicare and government pensions, 401ks and other retirement plans, financial planning and investing. These cpe courses are self study and follow the guidelines established by the American Institute of Certified Public Accountants.
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$139.00
Average customer rating:
Total votes: 24
Total votes: 24 Asset Protection - Tax & Financial Aspects 2023 - 17.5 CPE Credi
This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code,and various aspects of the tax law are
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$69.95
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Total votes: 0
Total votes: 0 Asset Protection 2024 - 2 CPE
The current litigation explosion has created tremendous Interest in asset pro-tection. Not only does this area have financial and estate aspects but it directly impacts tax planning.
This mini-cour
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$12.95
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Total votes: 0
Total votes: 0 Asset Protection 2025 - 2 CPE
This mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.
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$8.95
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Total votes: 0
Total votes: 0 Assets Income and Cash 2023 - 14.5 CPE Credit Hours
This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central
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$66.95
Average customer rating:
Total votes: 0
Total votes: 0 Assets Income and Cash 2023 - 2.5 CPE Credit Hours
This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified ex-planat
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$14.95
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Total votes: 0
Total votes: 0 Assets Income and Cash 2024 - 14.5 CPE
This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The emphasis is on practical simplicity in dealin
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$60.95
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Total votes: 0
Total votes: 0 Assets Income and Cash 2024 - 2.5 CPE
This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, an
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$5.95
Average customer rating:
Total votes: 0
Total votes: 0 Avoiding Boomer Bust - 3 CPE Credit Hours
This course sketches a profile of the generation represented by Americans born from 1946 through 1964: baby boomers. After an overview of how today’s middle-aged Americans are changing the stereotypes of the work world, personal lifestyles, and family ho
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$24.95
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Total votes: 0
Total votes: 0 Concepts & Mechanics Of Exchanges 2024 - 13.5 CPE
Texas Compliance Pending. While tax reform visions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the
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$52.95
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Total votes: 0
Total votes: 0 Corporate Tax Planning 2024 - 21 CPE
This course examines and explains the practical aspects of using a closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive
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$90.95
Average customer rating:
Total votes: 0
Total votes: 0 Estate Planning with Business Issues 2024 - 2 CPE
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost
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$9.95
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Total votes: 0
Total votes: 0 Estate Planning with Selected Issues 2023 - 20 CPE Credit Hours
This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, du-rable powers of attorney, and nominations of conservator.
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$85.95
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Total votes: 0
Total votes: 0 Estate Planning With Selected Issues 2024 - 19.5 CPE
Texas Compliance Pending. This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance.
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$80.95
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Total votes: 0
Total votes: 0 Estate Tools and Trusts 2024 - 2 CPE
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the m
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$12.95
Average customer rating:
Total votes: 0
Total votes: 0 Estate Tools and Trusts 2025 - 2 CPE
This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance.
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$9.95
Average customer rating:
Total votes: 0
Total votes: 0 Family Tax Planning 2024 - 2 CPE
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on t
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$10.95
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Total votes: 0
Total votes: 0 Family Tax Planning 2024 - 24 CPE
Texas Compliance Pending. This course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues.
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$99.95
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Total votes: 0
Total votes: 0 Fast Track Retirement Planning 2023 - 17.5 CPE Credit Hours
Fast Track Retirement Planning
Course Description & Study Guide
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This co
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$75.95
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Total votes: 0
Total votes: 0 Fast Track Retirement Planning 2024 - 17.5 CPE
This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies.
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$65.95
Average customer rating:
Total votes: 0
Total votes: 0 
PS - I am not a you-know-whater, but I respectfully disagree with the other gentleman re the comment. It was funny! And frankly can be read either way...