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Access the course at any time with no set schedule. An exam is required, and a passing score must be achieved to receive CPE credit.
High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients demand sophisticated tax strategies to navigate their complex financial landscapes. This CE course equips CPAs and EAs with essential knowledge on advanced planning tools, including donor advised funds, defined benefit plans, Section 179 applications, and the Augusta Rule. It focuses on minimizing liability while maximizing client value and enhancing firm operations.
The course also emphasizes compliance safeguards to protect your firm from potential liabilities. You will learn how to implement these advanced techniques within your advisory model without exceeding professional boundaries. Practical frameworks for documentation and engagement structuring will be covered in detail.
Major Topics:
Join this CE course to develop the expertise to serve HNW clients, reduce tax burdens, and increase your firm’s value.
Learning Objectives: 
Credits and Other information:
Who Should Attend?
This course is designed for:
Speaker Profile:
Credits and Other information:
A self-study course allows you to complete an educational program at your own pace and convenience, without attending a scheduled live webinar.
Depending on the course, the program may include:
After completing your registration, log in to your account and go to the "My Webinars" / "My Courses" section.
Your purchased self-study courses will be available there, along with applicable course instructions and materials.
Yes. Self-study programs are designed to provide flexibility and allow you to complete the educational content at your convenience, subject to the access period specified for the particular course.
To receive IRS CE credit, you must successfully complete all applicable course requirements.
These may include:
The specific requirements may vary depending on the course.
Yes. Qualifying self-study programs include a final assessment/examination where required.
Participants must achieve the applicable passing score to receive credit.
For IRS self-study programs, the required passing score is 70%.
Yes. We provide online self-study continuing education programs for tax and accounting professionals.
Our qualifying programs are designed to provide IRS Continuing Education (CE) credits for eligible tax professionals, subject to the specific course and applicable IRS requirements.
Where permitted under the applicable course requirements, participants may retake the assessment until they meet the required passing score.
Any applicable retest instructions will be provided within the course.
After successfully completing all required components of the course, your certificate of completion will be made available according to the applicable processing schedule.
The certificate may be delivered by email and/or made available through your online account.
Your certificate may include:
Eligible course completions are reported to the IRS according to the applicable IRS reporting requirements and timeframe.
Participants should ensure that their registration information, including their PTIN where applicable, is accurate.
If the course is being completed for IRS CE, you may be required to provide your Preparer Tax Identification Number (PTIN) and other required information.
Please ensure that your information is accurate and matches your IRS records.
Yes, where downloadable materials are included with the course.
Materials may include:
Yes, you may generally review the course content during your authorized access period.
However, CE credit is awarded only once for qualifying completion of the course, subject to applicable requirements.
Click "Forgot Password" on the login page and enter your registered email address.
You will receive instructions to reset your password.
For additional assistance:
Email: support@pro2learn.com
Phone: +1- 937-993-0372
Cancellation and refund eligibility depends on the specific product and applicable terms and conditions.
To request a cancellation, contact: support@pro2learn.com
Please provide your name, registered email address, and course information.
Log in to your account and go to "My Webinars" / "My Courses."
Your previously purchased courses and applicable materials will be available there.
If you experience any difficulty accessing a course, contact: support@pro2learn.com
First, check your spam/junk folder and your online account.
If your certificate is not available after the applicable processing period, contact:
support@pro2learn.com
Our support team will verify your completion status and assist you.
You generally need:
Additional requirements, if applicable, will be provided with the course.
Completing a course does not necessarily mean that it satisfies every continuing education requirement applicable to your individual credential, license, or renewal period.
Participants are responsible for confirming that the course meets their specific requirements.
Live Webinar
Self-Study Course
Need Assistance?
For questions regarding IRS CE, course access, certificates, reporting, login, or course materials, please contact:
Email: support@pro2learn.com
Phone: +1- 937-993-0372
Support Hours: Monday–Friday, 9:00 AM–6:00 PM EST/EDT
Date: Oct 14, 2026
Buy NowDate: Nov 16, 2026
Buy NowDate: Nov 18, 2026
Buy NowPurchase the course online
Access the course from your account
Complete the recorded course at your pace
Go through review questions
Pass the final exam
Download your certificate of completion
