Pay in 4 interest-free payments of $9.50 Learn more
Ships within 48 hours · Estimated delivery Aug 17 - Aug 22
Course 3: From Prep to Planning – The Power of Advisory Upsells - 0
big changes for catch-up contributions
Segment clients using a three-lens method (life stage
and operational intelligence strategies
Pension Tax Credits - 1 Hour CPE 15 Hour Bundle Course 3: From Prep toMaster Pension Tax Credits and Employer Incentives Learning Objective: After completing this course, the student will be conversant with the qualifications, limits, calculations, and other issues related to the Saver's Credit, Pension Plan Start Up Costs Credit, Employer Contribution Tax Credit, Small Employer Automatic Enrollment Credit, and the General Business Credit. CPE Hours: Federal Taxation = 1 CPE Credit1 Total = 1 CPE Credit Accreditation:
