Assets Income and Cash 2010 - 3 CPE Credit Hours
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Assets Income and Cash 2010 - 3 CPE Credit Hours

Price per Unit (piece): $34.95

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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 explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning.

 

Completion Deadline & Exam: This course, including the examination, must be completed within one year of the date of purchase. In addition, unless otherwise indicated, no correct or incorrect feedback for any exam question will be provided.

 

Course Level: Overview. This program is appropriate for professionals at all organizational levels. (2.5 Credits)

 

Prerequisite: None

 

Recommended Credits: 3 CPE Hours


Customer Reviews:

Rick  (Tuesday, 19 January 2016)
Rating: 5
Excellent course. It is written with income tax and estate tax considerations in mind.

One item needs updating:
Current Social Security full retirement age is 66 not 65, but rules for different retirement ages for different birth years are well explained.


  • I have taken multiple courses from The CPE Discount Store.  They have great customer support and I received my certificate of completion on the same day.
    Bill P. - CPA - Richmond, New Hampshire
     
  • The CPE Discount Store offers a great selection of online CPE courses.   I was able to complete my course on my time frame which is a great way to take CPE.  Having the book as a reference for future work was also helpful.
    Tom N. - CPA - Longmont, CO
     
  • The CPE Discount Store course materials are very straight forward and easy to understand, I particularly like the website and customer follow up to my questions.
    Susan P. - CPA - San Diego, CA
     

  

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