Products
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Understanding S-Corporation Taxation
Digital downloadMaster S-Corporation taxation with this clear, practical guide. From shareholder compensation to basis, distributions, and elections—this book simplifies complex rules for CPAs, tax professionals, and financial advisors.
$59.99
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Building Connections: Practical Ways Financial Professionals Can Build Relationships and Communicate with Clients
Digital downloadClients making big decisions without telling you? This book helps CPAs, financial advisors, and insurance pros improve client communication, build trust, and strengthen relationships for long-term success. A must-read for growing your practice.
$24.99
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Keeping Up with the Tax Code – Quarterly Federal Tax Update for Businesses – Q2 2025 (QAS)
Course5.5 NASBA QAS Credits (Taxes) • 4.0 IRS Credits (Federal Taxation)
$159
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Quarterly Tax Updates
Quarterly Practice & Regulatory Update for Financial Advisors – Q2 2025 (QAS)
Course5.5 NASBA QAS Credits (Finance) • 4.0 CFP CE Credits (Professional Conduct and Regulation) • 5.0 IRS Credits (Federal Taxation)
$159
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Exploring Client Advisory Services: Quarterly Tax Update – Q2 2025 (QAS)
Course5.5 NASBA QAS Credits (Finance) • 5.0 CFP CE Credits (Tax Planning) • 4.0 IRS Credits (Federal Taxation)
$159
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Lifecycle Financial Planning - Ethics for Today’s Multi-Faceted CFP Professional (QAS)
Course2.5 NASBA QAS Credits (Behavioral Ethics) • 2.0 CFP CE Credits (Ethics)
$79