Products
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Become a Certified Estate Planning Advisor
CourseElevate your business by earning income as a Certified Estate Planning Advisor. Help clients secure their homes and assets with expert connections, all in a few hours.
$500
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Mastering Statutory Trusts for CPAs
CourseGain clarity on statutory trusts and avoid common CPA pitfalls. Enhance your expertise and confidently navigate trust complexities.
Free
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Intentionally Defective Grantor Trusts: Tax Filing Simplified
CourseMaster the essentials of Intentionally Defective Grantor Trusts and streamline your tax filing process with this concise, focused course.
Free
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Elder Care Advisor Certification
CourseBecome a certified Elder Care Advisor with essential skills and knowledge to excel in providing elder care services. Prepare for the certification exam and gain insights for ongoing success.
$500
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VIP Membership
BundleFormer clients and students are entitled to watch these premium continuing education courses at a discounted rate and participate in the group forum for learning more tips and tricks.
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My Community
CommunityWe will discuss current events and discover better ways of growing our businesses, share referrals and promote best practices.