Surgent's Tax Update for Retirement Planners and Investment Advisors
Overview
The regulatory world is complex for advisors. Not only are you subject to SEC and FINRA regulations, but what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing, insurance, and taxes. It is not enough to just know the Code sections or the final rules affecting them. Your clients want to know how changes and updates affect their financial well-being.
Delivery Method: Individual webcast
CPE Credit: 2
Program Level: Update
This course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Highlights
- OBBBA changes
- Trump IRAs and Trump Accounts
- Independent contractor vs. employee
- SEC updates
Prerequisites
Previous experience in financial planning, investment management, tax, or other related financial professional fields
Designed For
Experienced accounting and finance professionals
Objectives
- Identify key tax changes for individual clients
- State the key aspects of Trump IRAs and Trump Accounts
- Recognize SEC clarifications on which cryptocurrencies are considered securities
Preparation
None
Non-Member Price $129.00
Member Price $119.00