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1 - 58 of 58   Page 1   
1040 Workshop 2023

Credits: CPA  28.0
CFP®  20.0
EA/OTRP  28.0
Hardcopy Book (mailed), Online Exam   $189.00
Online Book, Online Exam   $159.00
2020 Stimulus Including CARES Act

Credits: CPA  2.5
CFP®  2.0
EA/OTRP  2.0
Hardcopy Book (mailed), Online Exam   $35.00
Online Book, Online Exam   $25.00
Advising Clients Divorcing After 50

Credits: CFP®  9.0
CDFA  9.0
Hardcopy Book (mailed), Online Exam   $103.00
Online Exam ONLY (You Have the Book)   $79.00
Advisors Guide to Estate Planning

Credits: CPA  29.0
CFP®  21.0
Online Book, Online Exam   $165.00
Hardcopy Book (mailed), Online Exam   $195.00
Advisor's Guide to Investment Planning

Credits: CPA  36.0
CFP®  28.0
Hardcopy Book (mailed), Online Exam   $209.00
Online Book, Online Exam   $179.00
Annuities

Credits: CPA  7.0
CFP®  5.0
CDFA  7.0
Hardcopy Book (mailed), Online Exam   $69.00
Online Book, Online Exam   $59.00
Asset Allocation

Credits: CFP®  14.0
Hardcopy Book (mailed), Online Exam   $145.00
Online Exam ONLY (You Have the Book)   $99.00
Asset Protection Tax Strategies

Credits: CPA  17.5
CFP®  12.0
EA/OTRP  17.0
Hardcopy Book (mailed), Online Exam   $159.00
Online Book, Online Exam   $129.00
Business Insurance Overview

Credits: CPA  3.0
CFP®  2.0
Online Book, Online Exam   $39.00
Hardcopy Book (mailed), Online Exam   $49.00
Business Valuation

Credits: CPA  3.0
CFP®  2.0
CDFA  3.0
Hardcopy Book (mailed), Online Exam   $49.00
Online Book, Online Exam   $39.00
CFP Board Ethics Course

Credits: CFP®  2.0
On-Demand Video and Exam   $30.00
Child Custody and Support Course

Credits: CFP®  9.0
CDFA  9.0
Online Exam ONLY (You Have the Book)   $79.00
Hardcopy Book (mailed), Online Exam   $107.00
Complete Divorce Guide

Credits: CFP®  7.0
CDFA  7.0
Hardcopy Book (mailed), Online Exam   $99.00
Online Book, Online Exam   $79.00
Comprehensive Tax Retirement Planning

Credits: CPA  31.5
CFP®  22.0
EA/OTRP  31.0
ERPA  31.0
Hardcopy Book (mailed), Online Exam   $199.00
Online Book, Online Exam   $169.00
Coronavirus Tax Summary

Credits: CPA  3.0
CFP®  1.5
EA/OTRP  3.0
Online Book, Online Exam   $32.00
Hardcopy Book (mailed), Online Exam   $42.00
Divorce Tax Planning

Credits: CPA  16.0
CFP®  10.0
EA/OTRP  16.0
CDFA  16.0
Hardcopy Book (mailed), Online Exam   $152.00
Online Book, Online Exam   $122.00
Divorce Transfers & Settlements

Credits: CPA  2.0
CFP®  2.0
EA/OTRP  2.0
CDFA  2.0
Online Book, Online Exam   $25.00
Hardcopy Book (mailed), Online Exam   $35.00
Education Tax Benefits

Credits: CPA  5.0
CFP®  3.5
EA/OTRP  5.0
Hardcopy Book (mailed), Online Exam   $65.00
Online Book, Online Exam   $55.00
Elder Planning

Credits: CFP®  12.0
Online Exam ONLY (You Have the Book)   $89.00
Hardcopy Book (mailed), Online Exam   $129.00
Essential Guide to Divorce for Advisors

Credits: CFP®  14.0
CDFA  14.0
Hardcopy Book (mailed), Online Exam   $123.00
Online Exam ONLY (You Have the Book)   $99.00
Estate Planning Tax Strategies

Credits: CPA  20.0
CFP®  14.5
EA/OTRP  20.0
Hardcopy Book (mailed), Online Exam   $165.00
Online Book, Online Exam   $135.00
Estate Tax Planning

Credits: CPA  4.0
CFP®  3.0
EA/OTRP  4.0
CDFA  4.0
Hardcopy Book (mailed), Online Exam   $59.00
Online Book, Online Exam   $49.00
Executor's Guide

Credits: CFP®  11.0
Online Exam ONLY (You Have the Book)   $89.00
Hardcopy Book (mailed), Online Exam   $119.00
Facilitating Financial Health

Credits: CFP®  11.0
CDFA  11.0
Hardcopy Book (mailed), Online Exam   $139.00
Online Book, Online Exam   $119.00
Family Tax Planning

Credits: CPA  2.0
CFP®  2.0
EA/OTRP  2.0
CDFA  2.0
Online Book, Online Exam   $25.00
Hardcopy Book (mailed), Online Exam   $35.00
Federal Income Tax Changes (2022)

Credits: CPA  6.0
CFP®  4.5
EA/OTRP  6.0
Hardcopy Book (mailed), Online Exam   $69.00
Online Book, Online Exam   $59.00
Federal Income Tax Changes 2023

Credits: CPA  6.5
CFP®  4.0
EA/OTRP  6.0
CDFA  6.5
Online Book, Online Exam   $59.00
Hardcopy Book (mailed), Online Exam   $69.00
Federal Income Tax Update (2022-2021)

Credits: CPA  9.0
CFP®  8.5
EA/OTRP  9.0
Hardcopy Book (mailed), Online Exam   $105.00
Online Book, Online Exam   $75.00
Federal Income Tax Update (2023-2022)

Credits: CPA  8.0
CFP®  8.0
EA/OTRP  8.0
Online Book, Online Exam   $75.00
Hardcopy Book (mailed), Online Exam   $105.00
Retirement Plans, Pensions, Annuities

Credits: CPA  3.5
CFP®  2.0
EA/OTRP  3.0
ERPA  3.0
CDFA  3.0
Hardcopy Book (mailed), Online Exam   $45.00
Online Book, Online Exam   $35.00
Financial Planning Tax Strategies

Credits: CPA  14.5
CFP®  10.0
EA/OTRP  14.0
Online Book, Online Exam   $119.00
Hardcopy Book (mailed), Online Exam   $149.00
Goals-Based Investing

Credits: CFP®  5.5
Hardcopy Book (mailed), Online Exam   $129.00
Online Exam ONLY (You Have the Book)   $99.00
Guide to Federal Individual Corp Tax

Credits: CPA  35.5
CFP®  26.0
EA/OTRP  35.0
Online Book, Online Exam   $179.00
Hardcopy Book (mailed), Online Exam   $209.00
Having the Money Talk with Clients

Credits: CFP®  5.0
Hardcopy Book (mailed), Online Exam   $82.00
Online Exam ONLY (You Have the Book)   $49.00
Health Savings Accounts

Credits: CPA  1.5
CFP®  1.0
EA/OTRP  1.0
Online Book, Online Exam   $19.00
Hardcopy Book (mailed), Online Exam   $29.00
Home Office Deduction

Credits: CPA  3.0
CFP®  2.0
EA/OTRP  3.0
Hardcopy Book (mailed), Online Exam   $45.00
Online Book, Online Exam   $35.00
Individual Retirement Accounts

Credits: CPA  5.5
CFP®  4.0
CDFA  5.5
Hardcopy Book (mailed), Online Exam   $59.00
Online Book, Online Exam   $49.00
Information Security: Basic Safeguards

Credits: CPA  6.0
CFP®  4.5
EA/OTRP  6.0
Online Book, Online Exam   $49.00
Hardcopy Book (mailed), Online Exam   $59.00
Interpretation of Financial Statements

Credits: CPA  11.0
CFP®  7.5
CDFA  11.0
Hardcopy Book (mailed), Online Exam   $122.00
Online Book, Online Exam   $92.00
Keeping Taxpayer Data Secure

Credits: CPA  2.5
CFP®  2.0
EA/OTRP  2.0
Hardcopy Book (mailed), Online Exam   $39.00
Online Book, Online Exam   $29.00
Long Term Care Planning

Credits: CPA  5.5
CFP®  4.5
CDFA  5.5
Hardcopy Book (mailed), Online Exam   $69.00
Online Book, Online Exam   $59.00
Choate-Planning for Retirement Benefits

Credits: CFP®  23.5
Online Exam ONLY (You Have the Book)   $119.00
Navigating Form 1040 Schedule C

Credits: CPA  3.0
CFP®  2.0
EA/OTRP  3.0
Online Book, Online Exam   $35.00
Hardcopy Book (mailed), Online Exam   $45.00
Partnership Taxation

Credits: CPA  13.5
CFP®  7.5
EA/OTRP  13.0
Hardcopy Book (mailed), Online Exam   $139.00
Online Book, Online Exam   $109.00
Pass-Through Business Deduction

Credits: CPA  2.0
CFP®  1.0
EA/OTRP  2.0
Online Book, Online Exam   $25.00
Hardcopy Book (mailed), Online Exam   $35.00
Personal Life Insurance Planning

Credits: CPA  4.0
CFP®  2.5
CDFA  4.0
Hardcopy Book (mailed), Online Exam   $49.00
Online Book, Online Exam   $39.00
Principles of Wealth Management

Credits: CPA  9.0
CFP®  7.0
CDFA  9.0
Online Book, Online Exam   $75.00
Hardcopy Book (mailed), Online Exam   $105.00
Private Wealth Management

Credits: CFP®  28.0
Hardcopy Book (mailed), Online Exam   $212.00
Online Exam ONLY (You Have the Book)   $139.00
Real Estate Tax Planning

Credits: CPA  11.0
CFP®  7.5
EA/OTRP  11.0
Online Book, Online Exam   $92.00
Hardcopy Book (mailed), Online Exam   $122.00
Retirement Planning Tax Strategies

Credits: CPA  17.5
CFP®  12.0
EA/OTRP  17.0
ERPA  17.0
Hardcopy Book (mailed), Online Exam   $159.00
Online Book, Online Exam   $129.00
Small Business Tax Planning

Credits: CPA  24.0
CFP®  19.0
EA/OTRP  24.0
Hardcopy Book (mailed), Online Exam   $179.00
Online Book, Online Exam   $149.00
Social Security, Medicare, Gov. Pensions

Credits: CFP®  13.5
Hardcopy Book (mailed), Online Exam   $130.00
Online Exam ONLY (You Have the Book)   $95.00
Tax Guide to Compensation & Benefits

Credits: CPA  3.5
CFP®  2.0
EA/OTRP  3.0
Online Book, Online Exam   $35.00
Hardcopy Book (mailed), Online Exam   $45.00
Tax Treatment of Virtual Currency

Credits: CPA  1.5
CFP®  1.5
EA/OTRP  1.0
Hardcopy Book (mailed), Online Exam   $29.00
Online Book, Online Exam   $19.00
What Advisors Should Know About Divorce

Credits: CFP®  11.5
CDFA  11.5
Online Exam ONLY (You Have the Book)   $79.00
Hardcopy Book (mailed), Online Exam   $115.00
The Psychology of Investing

Credits: CFP®  7.0
Hardcopy Book (mailed), Online Exam   $135.00
Online Exam ONLY (You Have the Book)   $69.00
Women and Divorce Vol I

Credits: CFP®  3.5
CDFA  3.5
Online Exam ONLY (You Have the Book)   $39.00
Hardcopy Book (mailed), Online Exam   $59.00
Women and Divorce Vol II

Credits: CFP®  5.5
CDFA  5.5
Hardcopy Book (mailed), Online Exam   $83.00
Online Exam ONLY (You Have the Book)   $59.00
1 - 58 of 58   Page 1   
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