Continuing Professional

aDVANCED CASE DESIGNS

Education (CPE) for CPAs

Essential courses designed to enhance expertise and maintain compliance in today’s financial landscape

Our focus is on strategies that help clients mitigate income, capital gains, and estate (ICE) taxes, while aligning with fiduciary standards.

Are your clients missing out on advanced tax strategies like CRTs, DBPs, or ILITs? Many high-income business owners and real estate investors missing significant opportunities.

A coordinated approach can turn tax headaches into lasting legacy solutions. Our latest boardroom case flowchart breaks down actionable steps and compliance tips, designed specifically for CPAs, attorneys, and brokers who want to deliver more. We even offer CPE courses for CPAs!

​Our Alliance, a true 50/50 revenue share—could elevate your client service? 

Focused Learning for CPA Excellence

Comprehensive Topics in Continuing Professional Education for CPAs

Tax Planning Strategies

Estate and Trust Management

Advanced Financial Reporting

Ethics and Compliance

Retirement and Succession Planning

Real Estate Investment Analysis

Risk Management Techniques

Business Valuation Methods

Regulatory Updates

Upcoming CPE Course Schedule

INCOME Tax Planning Strategies for CPAs

DATE TBD:   TIME   9:00 AM - 12:00 PM

Explore advanced tax planning techniques designed to optimize client portfolios and reduce liabilities effectively.

Estate and Trust Taxation Essentials

DATE TBD:   TIME   9:00 AM - 12:00 PM

Gain practical insights into estate and trust tax regulations to enhance your advisory capabilities for high-net-worth clients.

CAPITAL GAINS, FINANCIALS and Compliance Updates

DATE TBD:   TIME   9:00 AM - 12:00 PM

Stay current with the latest capital gains and financial reporting standards and compliance requirements impacting CPA practices.

How to Register for Our Continuing Professional Education Courses

Review the list of available CPE courses and choose the topics that align with your professional development goals and schedule.

Fill out the online registration form with your contact details and course selections to secure your spot in the desired sessions.

Receive a confirmation email with course details and payment instructions. Prepare any required materials and mark your calendar for the course dates.

Trusted insights from professionals who advanced their expertise with us

“The CPE courses offered by TAX AND FUNDING SOLUTIONS provided practical strategies that I immediately applied in my practice. extending services that increase client value.

The instructors’ deep knowledge and clear explanations made complex tax topics accessible and relevant. The sessions were well-organized, and the materials were comprehensive, helping me fulfill my accreditation requirements efficiently.”

Michael J. Thompson, CPA – Senior Tax Consultant