Self Study

This educational program, led by compliance lawyer Michelle Atlas-Quinn, provides a comprehensive guide for understanding and addressing critical compliance issues. 

The program is structured into four parts:

This self-study course is a Premium course. Enrolling in Medicare. Learning Objectives: Name three tips for comparing Medicare plans, Explain how to use the Medicare Plan Finder to assist clients with plan selection, Describe two tips for enrolling online in Medicare, Identify two forms for Medicare enrollment after age 65

This self-study course is a Premium course. Enrolling in Medicare. Learning Objectives: Name three tips for comparing Medicare plans, Explain how to use the Medicare Plan Finder to assist clients with plan selection, Describe two tips for enrolling online in Medicare, Identify two forms for Medicare enrollment after age 65

This self-study course is a Premium course. Getting to Know Medicare. Learning Objectives: List the Six Steps of Medicare
- Identify three important Medicare enrollment periods, Name the three essential parts of Medicare, Summarize the Medicare paths (Original Medicare and Medicare Advantage), Define guaranteed issue right

This self-study course is a Premium course. Getting to Know Medicare. Learning Objectives: List the Six Steps of Medicare
- Identify three important Medicare enrollment periods, Name the three essential parts of Medicare, Summarize the Medicare paths (Original Medicare and Medicare Advantage), Define guaranteed issue right

This self-study course is a Premium course. Preparing for Medicare. Learning Objectives: Name three Medicare myths that can lead to costly Medicare mistakes, Explain two strategies that can help clients deal with Medicare costs, Identify three Medicare preparation tasks to complete before age 65, Describe the role of a my Social Security account in Medicare

In this webinar, which featured tax attorney Joe Endres, we addressed applying residency tax rules to commuters, occasional visitors, and full-time residents of the various states. Joe also identified the practices most states use to determine if a taxpayer has "truly" changed their residence.

Embark on a transformative journey with Bob Keebler, CPA, a luminary in the field of intergenerational wealth transfer. This meticulously designed course goes beyond the basics, diving into the intricate world of trusts and estates.

Retirement account balances hit a record high, reaching $36.7 Trillion in the Second Quarter of 2023. This increased balance is excellent news for retirement account owners and their beneficiaries.