December Virtual Workshop
Dec. 11-13, 2023
16 CPE for AFSP, EA, CPA, CRTP, CFP®
Monday, Dec. 11, 10:00 a.m. to 5:00 p.m. CT
Tuesday, Dec. 12, 10:00 a.m. to 5:00 p.m. CT
Wednesday, Dec. 13, 10:00 a.m. to 2:00 p.m. CT
Monday and Tuesday include a one-hour break.
Before tax season begins, prepare to serve your clients by learning the complexities of current tax laws and the latest guidance. Our Tax Season Updates cover individual and business tax topics, as well as trending topics and tax strategies. View more course details >
Registrations received less than seven days prior to the event date will be charged a minimum additional $50, depending on membership level, on the standard rate.
Textbook add on
Prefer not to print the handouts? During registration, select the rate with books and we'll ship them to you! The price with the books above does not include shipping or tax. Premium level members receive free shipping. Books will only be shipped inside the continental United States. Orders received within two weeks of the event are not guaranteed to be delivered before the event date.
How to earn CPE
To earn CPE, you must provide us with at least 70% of the polling and you must be logged in for at least 90% of the presentation. Additional instructions will be provided during the event.
Instructors: Kelly C Lent-Paul, EA, CFP®, and Jaye Tritz, EA, CFP®
All refund requests are subject to a $50 processing fee. No refunds will be issued within seven days of the event. No-shows will not be granted refunds. Registration substitutions are accepted, provided the transferee pays any applicable fee difference.