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Publication Date: 4/20/2026 Instructional Delivery Method: Self-Study Level: Intermediate Prerequisites: None Advanced Preparation: No Advanced Preparation Required Author: Lee Reams
and proactive renewals — to reduce churn and grow recurring revenue with existing clients
tip income
Tax pros who want clarity on retirement distribution rules and rollover options
Charitable Contributions - 2 Hours CPE Business Management and Organization Publication Date: 4/20/2026 Instructional DeliveryLearning Objective: After completing this course, the student will be able to distinguish between contributions that are and are not deductible including the use of taxpayer assets, timeshares, volunteering, out of pocket volunteer expenses, cash and non cash contributions, AGI limitations, special rules for capital gain property, foreign charities, personal benefits forfeited, car washes, pancake breakfasts, quid pro quo contributions, entertaining
