Products
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services: Tax Due Dates & Penalties (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning – Qualified Retirement Plans (QAS)
Course2.5 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Qualified Plan Rules and Options) • 2.0 IRS CE Credits (Federal Taxation)
$79
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning - Required Minimum Distributions (QAS)
Course2.5 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning) • 2.0 IRS Credits (Federal Taxation)
$79
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Tax Planning - Depreciation (QAS)
Course2.5 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning) • 2.0 IRS Credits (Federal Taxation)
$79
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Small Business Planning - Insuring Closely-Held Businesses & Their Owners (QAS)
Course2.5 NASBA QAS Credits (Management Services) • 2.0 CFP CE Credits (Insurance Planning) • 2.0 Insurance CE Credits (Commercial Lines)
$79
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Estate Planning - Form 1041 Basics (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Estate Planning) • 1.0 IRS Credits (Federal Taxation)
$29