New and Bestselling
AICPA CPE Self-Study Courses
This course will enable the practitioner to better understand many of the abusive insurance and annuity-based products being marketed to your clients and
how you can alleviate exposure to IRS scrutiny.
Identify potentially abusive deductions claimed on your client’s tax return
Enable the practitioner to advise his clients so they can avoid IRS penalties and deduction disallowances.
Learn the pros and cons of the current strategies being employed by financial professionals in developing comprehensive financial plans for individuals and
Learn to avoid financial exposure to yourself and your clients for aggressive insurance, retirement and financial planning strategies being marketed today
Accepted for CFP® credit.
|Serving Clients Nationwide
|Abusive Small Business Hot Spots,
by Sid Kess
Author/Moderator: Lance Wallach, CLU, CHFC, CIMC
The Law Offices of Mark Levinson, Esq.
|Defending and protecting businesses, financial professionals, and individuals from IRS audits,
Insurance companies and Brokerage firms.
|"Tipping the scales of
justice in your favor."
for Nationwide Assistance.