Course Description The ‘Complete Retirement Guide’ will consist of overviews for each of the following: Business Pension plans, IRAs, Roths & Conversions & Retirement Distributions and has been updated to include the latest retirement changes from 2022’s Secure Act 2.0   Course Objectives Upon completion of Part 1 you will be able to determine how Continue reading "Complete Retirement Guide Webinar"...

Course Objectives Upon completion of this course you will be able to explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information. You will be able to guide clients through the process of applying for Social Security benefits and inform them about Continue reading "Social Security & Medicare Webinar"...

Product Description Give the very best tax advice to your individual and small business clients with this newly updated planning guide! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, long-term guidance for small businesses and high Continue reading "Best of Tax Planning & Retirement Ideas Webinar"...

Product Description We cover all tax updates and provide combination guidance of planning and implementing the new laws and our in-depth coverage of the laws into 2 hours of Bob Jennings’ high energy and incredibly informative guidance.  

Product Description In this course we will review the Employee Retention Credit and the changing requirements for taking the credit, the record keeping requirements, and how to prepare and defend the ERC in front of the IRS.