Official CPE Sponsor

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We are pleased to report that the Foundation for Financial Education has been approved as a registered sponsor on the National Registry of CPE Sponsors. Our status as a registered sponsor affirms our commitment to the delivery of high quality continuing professional education in compliance with the Statement of Standards for Continuing Professional Education Programs and the program requirements of the National Registry of CPE Sponsors. Our new listing on Learning Market allows promotion of our education programs to the public, state boards of accountancy and licensed accountants across the country. Visit our new online profile here.

Learn how to use tax planning to help a family give more to charities, increase income, and reduce taxes.

● Explain how charitable giving can help reduce taxes and increase income
● Identify and explain who will benefit most from charitable asset repositioning
● Explain how assets can be passed along to heirs tax-free and probate-free
● Design and implement a tax-advantaged charitable giving strategy
● Understand and explain how Charitable Remainder Trusts work
● Explain how the tax deduction is calculated in the Charitable Remainder Trust
Online
11:00 a.m. – 2:00 p.m.
$69 ($49 with promotional code)
Charitable Asset Repositioning Estate Plan
Course materials will be distributed via email to all registered participants one day prior to the event. Perusal of the materials is recommended but not required.
Course materials will be distributed via email to all registered participants one day prior to the event. Perusal of the materials is recommended but not required.
Please email [email protected] or call 240.499.0390
Taxes
Intermediate
3 Credits

About the Program

Developed in 1990, the National Registry of CPE Sponsors is a program offered by the National Association of State Boards of Accountancy, NASBA, to recognize CPE program sponsors who provide continuing professional education (CPE) programs in accordance with nationally recognized standards. Many State Boards of Accountancy require CPAs to earn required CPE credits through companies approved on the National Registry of CPE Sponsors. If you are interested in accredited courses that are currently being offered by the Foundation for Financial Education, contact us at 240.499.0390 to learn more.
Learn more about NASBA

 

The Foundation for Financial Education is registered with the NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

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