CPE Catalog & Events
Self Study: Top Tax Techniques, Traps, Trip Cords and Rip Cords With Multistate Trusts
Available Until
Self-Study
1.0 Credits
New developments: Federal and California update IRS audits of estate tax returns New RMD rules, Roth conversions and estate planning for large retirement plans Update from Washington regarding tax law changes Helping your clients reduce, defer or eliminate capital gains taxes Trust reformation and decanting update Hot topics in international tax and estate planning and considerations for transfers to non-U.S. citizen spouses Valuation of notes The feasibility of using IDGTs and how you use it Planning for changing exemption in 2025 Flow-through entities and impact on trusts Changing exemption panel discussion Charitable planning Special needs trusts
Self Study: Trusts as Retirement Plan Beneficiaries 2022
Available Until
Self-Study
2.0 Credits
What is the significance of the retirement plan beneficiary? Primary vs. contingent beneficiaries Is a trust a "designated beneficiary?" Why do people want to name a trust as the beneficiary? Income tax aspects of trusts as beneficiary What happens when the trust beneficiary dies?
Self Study: Two Critical Excel Functions: VLOOKUP and SUMIFS
Available Until
Self-Study
2.0 Credits
VLOOKUP function SUMIFS function VLOOKUP and SUMIFS comparison
Self Study: Understanding Team Dynamics
Available Until
Self-Study
2.0 Credits
Team roles High-performing teams Success behaviors
Self Study: Unleashing Innovation and Creativity For Greater Results
Available Until
Self-Study
2.0 Credits
Cognitive routines Psychological safety Learning from risk and failure
Self Study: Visual Estate Planning
Available Until
Self-Study
9.0 Credits
Estate Planning Estate & Gift Taxes Plans, Devices & Techniques
Self Study: Why is Corporate Virtue in the Eye of The Beholder? The Case of ESG Ratings
Available Until
Self-Study
1.0 Credits
Environmental, Social and Governance (ESG)
On-Demand: Professional Ethics Update for AZ CPA
Available Until
Self-Study
4.0 Credits