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Bitcoin and other cryptocurrencies have created a new generation of millionaires, with the benefit of anonymity. Whether the cryptocurrency is being used for criminal activity or held as a legitimate ...

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Are you grappling with the challenges of leading a multigenerational workforce? Dive into our immersive CPE webinar where we navigate the complexities of generational diversity with finesse and practi ...

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Heightened fear of a recession makes it wise to prepare to talk with clients about what a bear market might look like. This is a lifeboat drill! You'll leave this session with the key points for talki ...

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This course provides proven strategies to get control of e-mail overload and increase productivity and focus.

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This course provides proven strategies to get control of e-mail overload and increase productivity and focus.

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This course provides proven strategies to get control of e-mail overload and increase productivity and focus.

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This course provides proven strategies to get control of e-mail overload and increase productivity and focus.

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Every day, busy professionals are getting buried under a continuing stream of both useful and useless e-mail. Without a system for getting control of the beast&rdquo, professionals spend much of their ...

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This course explains how to expand beyond e-mail processing, productivity, and efficiency into the realm of e-mail etiquette.

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Expand beyond e-mail processing, productivity, and efficiency into the realm of e-mail etiquette.

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This course explains how to expand beyond e-mail processing, productivity, and efficiency into the realm of e-mail etiquette.

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Expand beyond e-mail processing, productivity, and efficiency into the realm of e-mail etiquette.

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This course takes the new regulations and explains each element, compares them to prior law, and puts them in perspective.

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This course takes the new regulations and explains each element, compares them to prior law, and puts them in perspective.

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This course takes the new regulations and explains each element, compares them to prior law, and puts them in perspective.

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This session will analyze several topics that will likely be important to advisors as we head into 2016 and beyond. First, we will explore how advisors can develop succession planning or effective exi ...

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This course explains how to develop you own Personal Marketing Plan to advance your career goals.

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This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital pres ...

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This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital pres ...

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Tax & Financial Planning for Retirement integrates two important topics: federal taxation and retirement planning. Designed to improve the quality of services to clients and the profitability of engag ...

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Identity Theft; updates on the Affordable Care Act, Washington/IRS, Federal Tax including Extenders; current A&A updates such as SSARS21; proposed changes to the AICPA Standards for Performing & Repor ...

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Embark on a transformative journey with Bestgate Wealth Advisors in Frederick, MD in order to become a proficient advisor in tax-advantaged financial planning. Clients often look to their tax professi ...

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As the modern finance world rapidly evolves with digital technologies, it’s essential for tax professionals to become proficient in harnessing AI to streamline tax operations and decision-making proce ...

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Step into the realm of tax planning with Nicholas Preusch in this online course, where he sheds light on critical aspects of estimated tax payments and IRS interest rates. As the year-end ...

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The Internal Revenue Service released Notice 2023-74 announcing the delay of the $600 threshold for reporting transactions on Form 1099-K for the second year in a row.In this CPE course, tax expert Ja ...

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The SECURE Act is law and it changes retirement income planning, but its most sweeping impact is to estate planning. At this 1-credit CPE/CE webinar, Bob Keebler, CPA/PFS, covers the full spectrum of ...

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Doctors and dentists value personal financial and tax advice. This the first of two classes about what you need to know to advise doctors and dentists on financial and tax planning in 2023. It's updat ...

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This is the second of two classes about financial and tax planning for doctors, dentists, and other medical professionals.      This class reminds practitioners about tax rules applying to health prof ...

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This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital pres ...

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This course helps pave the way to a comfortable and secure retirement for your clients. We'll explore tax strategies relating to the central financial tactics such as wealth building, capital preserva ...

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Analyzing a client's tax return unveils a wealth of tax and financial planning opportunities.Are your clients overpaying their taxes? Are they missing important tax and financial planning opportunitie ...

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Divorce can be messy. As a financial professional, you need to know how to assist your clients by protecting them financially--before, during, and after the end of a marriage. In this course, Jeffrey ...

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Divorce can be messy. As a financial professional, you need to know how to assist your clients by protecting them financially--before, during, and after the end of a marriage. In this course, Jeffrey ...

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Divorce can be messy. As a financial professional, you need to know how to assist your clients by protecting them financially--before, during, and after the end of a marriage. In this course, Jeffrey ...

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Categorizing business planning into 'opening game, mid-game, and endgame,' this informative course covers creative planning tools to determine business acumen, select entity formats, maximize operatio ...

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In this webinar, you’ll learn about the special apportionment issues facing service-based businesses. You’ll learn how to minimize your organization’s state taxes and avoid multiple taxation and other ...