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Focus on U.S. Tax Law Changes On-Demand

Focus on U.S. Tax Law Changes On-Demand

Hear from leading tax experts about changes to the new tax code and how they may impact your clients. Topics include: U.S. Tax Summary for Wealth Advisors, Proactive Tax Strategies to Add Significant Value for Your Clients, and U.S. Estate Planning and Charitable Giving.

Included Sessions

Session Title Speaker CE Credit
U.S. Tax Summary for Wealth Advisors Steve Siegel, JD, LLM 1.5  hours
Proactive Tax Strategies to Add Significant Value for Your Clients

Michael E. Kites, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL

1.5 hours
U.S. Estate Planning and Charitable Giving  John Bergner 1 hour

Registration & Fees (USD)

  • $249 Member
  • $449 Join & Learn

Register

Continuing Education

Learners must watch each session and pass a corresponding quiz to receive continuing education (CE) credit. Credit is awarded after each individual session. The following entities have accepted it for CE credit:

Investments & Wealth Institute®
  • up to 4 hours of CE credit for CIMA®, CPWA®, and RMASM  certifications 
  • Uploaded within 24-48 business hours of completing each individual session, which requires obtaining a 70% grade or higher on the corresponding quiz
CFP Board
  • up to 4 hours of CE credit for CFP® certification
  • Reported on your behalf to CFP Board within 2 weeks of completing each individual session, which requires obtaining a 70% grade or higher on the corresponding quiz

The CFP ID field on your Institute account must be complete and accurate for this process to take place. To verify: log in to your account, navigate to the "dashboard", and click "update my demographic information" on the right-hand side to locate the CFP ID field.

The Institute is proud to be a CE Quality Partner of CFP Board.‚Äč Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Expiration

This program is only available for online viewing through February 28, 2019, regardless of the date purchased.

Access Instructions

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.