Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Education & CE: Grow your tax expertise with an MS Taxation from UC Online
Why Choose an MS Taxation at University of Cincinnati? 100% Online Coursework - no campus visits required. Earn credits toward CPA Exam and continuing education as a CPA. Flexibility to balance school, work, and family life.
Sponsored By: University of Cincinnati
On Demand: Secure 2.0 Act Overview
SECURE 2.0 Act of 2022 was enacted as part of the 2023 Consolidated Appropriations Act, which was signed into law on December 29, 2022. It is the culmination of a multiyear bipartisan effort to follow up on the 2019 SECURE Act. Retirement planning expert Jamie Hopkins, a managing partner at the Car
Sponsored By: Advisor Registry
Events: Register: The Future of Senior Health & Wealth for Financial Professionals
This conference is designed to help financial professionals grow their books of business, provide even better support to their customers, and navigate the ever-changing regulatory landscape. If you have clients that are 50 years or older, this event is for you. Get a free ticket.
Sponsored By: Medicarians
Webinars: Watch on demand webcast: Managing M&A
Thomson Reuters and guest, Steve Talkowsky of WithumSmith + Brown, PC, held a hot-topic panel discussion on how to prepare and capitalize on a change in firm structure: Managing Mergers & Acquisitions: Connecting people, technology, & processes.
Sponsored By: Thomson Reuters
Education & CE: Social Security Training for CFP® Professionals
Earn 8.5 credits while learning how to help your clients save hundreds of thousands of dollars in additional Social Security benefits that they have earned and are entitled to. You'll gain Social Security expertise and learn how to use RSSA® Roadmap Social Security maximization software.
Sponsored By: The National Association of Registered Social Security Analysts (NARSSA)
Real Estate: 1031 Replacement Property Available - Join the Referral Program
Earn $2,500, $5,000 or more on 1031 Exchange Real Estate Transactions. Do you have clients that invest and sell real estate? Get paid helping clients defer taxes on the sale of their real estate. Get paid for helping clients purchase managed income producing real estate.
Sponsored By: CPAdirectory
Education & CE: Earn the RSSA® Credential
Learn to help your clients maximize their Social Security benefits; often resulting in tens or hundreds of thousands of dollars in additional retirement income. Expert Social Security advisory is an outstanding way to acquire new clients and AUM.
Sponsored By: The National Association of Registered Social Security Analysts (NARSSA)