New and Bestselling AICPA CPE Self-Study Courses
Best Sellers – March
Author/Moderator: Lance Wallach, CLU, CHFC
This course will enable the practitioner to better understand many of the abusive insurance and annuity-based products being marketed to your clients and how you can alleviate exposure to IRS scrutiny.
Identify potentially abusive deductions claimed on your client’s tax return
Enable the practitioner to advise his clients so they can avoid IRS penalties and deduction disallowances.
Learn the pros and cons of the current strategies being employed by financial professionals in developing comprehensive financial plans for individuals and businesses.
Learn to avoid financial exposure to yourself and your clients for aggressive insurance, retirement and financial planning strategies being marketed today.
Accepted for CFP® credit.