CPA Continuing Education Courses

As a Certified Financial Planner™ Professional, Dave Bucholtz teaches a variety of courses designed to help accountants provide additional value to their best clients. These courses provide Continuing Education credits for CPAs and Enrolled Agents as well. Here is a sampling of available topics:

College Funding: Understanding 529 Plans
Little Known Methods to Maximize the Roth IRA
Big Opportunities for the Small Business Owner
Planning with Social Security and Medicare
Forgotten Policies: How to Re-purpose old Life Insurance and Annuity Contracts
Managing Retirement Plan Fees
Retirement Income Planning in Uncertain Times
Vital Estate Planning Concepts
CPA Smart Strategies for Maximizing your Client's Retirement
Psychology and Investing
High Net Worth Case Studies

Please complete the following form to be alerted of future classes and receive additional information.