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Course 7: Payroll & Expansion — Turning a Compliance Headache into an Advisory Gateway - 0
Advisors who understand the rules can help clients maximize available benefits while avoiding compliance issues and future adjustments
Non-itemizer Charitable Deduction
and operational intelligence strategies
Course 3: From Prep to Planning – The Power of Advisory Upsells - 0
Pension Tax Credits - 1 Hour CPE 15 Hour Bundle Course 7: Payroll & ExpansionMaster 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:
