Course format: On demand
Field of study: Taxes
Delivery method: Video
Get ahead before tax season.
Be at your best this tax season with our focused multi-course Individual Tax Consulting and Return Preparation CPE Certificate*. You'll learn not only what's new in tax, but we'll arm you with the creative solutions for approaching your clients and understanding their specific issues. These eight all-new CPE courses will only be available as part of this certificate.
The benefits include:
Practical ways to effectively and efficiently interact with your clients
An approach to servicing your clients while increasing efficiencies for your firm
Advancement of core technical knowledge
Strategies for understanding your clients’ evolving and unique needs
CPE credits earned at the completion of each CPE course within the certificate
This program includes eight new on demand courses that provide a comprehensive overview for preparing individual tax returns with a focus on providing consultative value to clients.
CPE course titles
The Need for the Tax Organizer & Gathering Information
Filing Statuses in a Changing World
Do You Know Your Income Stream?
Deductions For or From AGI? Now that is the Question?