Learn - Comply - Certify - All Year.
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35+
Years of Experience4.6/5
Average Rating88%
Avg. Completion Rate150+
Number of CoursesGain insights into their journey, expertise, and professional impact.
Here’s what MYCPE ONE speakers bring to the tableDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
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KB
This is the second course that I have taken from this presenter; he is effective and interesting.
JG
This course was helpful in expanding my knowledge in the world of tax reporting and investment income. This knowledge will come in handy for this upcoming tax season.
CB
I haven't taken too many courses on here yet, but he is one of the best instructors I have listened to so far. Explains things clearly and gives good examples. Would definitely view another webinar from this instructor.
VV
Investment income such as interest, dividends, capital gains, OID, and annuity income must be reported correctly on applicable tax forms and schedules. Stay updated on current and upcoming tax rules, including reporting requirements, exclusions, and changing tax rates.
TN
Good.
LK
Thank you
DB
XXX
HM
The video explains how state residency rules affect taxation of retirement income. It highlights that states differ in taxing IRAs, 401(k)s, and Social Security benefits. Practical guidance is given for minimizing state tax liability when planning withdrawals or moving between states.
MK
good
HS
Good
SA
Good.
TC
Very informative1
Tony Curatola PhD, MBA
Drexel University
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