Taxation and Personal Financial Planning (PFP)

On-Site Course Listing

Choice and Formation of Entity

TSE.CFE

This course will arm the participant with clarity about alternatives regarding choice of entity. Recent changes to tax law have businesses making decisions about the most advantageous choice of entity and reviewing their decisions. Participants will be empowered to have more focused...


Effective Business Communications

TSE.EBC

This two-part CPE course addresses Business Communication and Business Writing, with an emphasis on effective communications in the firm setting.

Part I covers aspects of leadership as it relates to work teams and group development. It examines communication skills and discusses the...


Estate & Trust Primer

TSE.ETP

Protect your clients' assets and shield their estates from increased taxation brought about by the changing tax code. This CPE course will help you to understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. The course, which has been updated for...


Estate Planning Certificate Program

PFP-ESTC

The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning. Part of the Personal Financial Planning Certificate Program, the Estate Planning Certificate includes eight courses covering steps in the estate...


Form 990: Mastering Its Unique Characteristics

TSE.F9B

Explore the tax information and inherent not-for-profit organization issues to be mastered in properly preparing the current Form 990. This course covers the numerous reporting demands the 990 imposes, including how to respond to the Form’s demands for narrative answers. Participants will...


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