Tax Planning Certified Professional® Refresher

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Welcome back to the Tax Planning Certified Professional® (TPCP®) program. This refresher course provides on-demand access to the specialized tax-informed planning strategies you mastered during the program. It is designed to be a reliable resource you can return to as tax laws evolve and client situations become more complex.

The TPCP® Refresher Course is available to professionals who have completed the TPCP® program. It includes the full content of the three core courses, focusing on the tax implications of investments, retirement distribution, and state and federal tax minimization. There are no assessments in this refresher version.

You have full access to all text and video content, featuring guidance from leading academics in tax planning. The curriculum is organized to help you quickly find real-world applications of tax strategies for individuals and business owners at all life stages.

This resource is ideal for reviewing concepts before sophisticated tax conversations with clients or CPAs. Revisit specific topics to refresh your understanding of tax-efficient strategies or work through the materials to sharpen your technical expertise. SPARK, our AI tool, is ready to help you explore specific tax questions or deepen your review through interactive questioning.

Sorry, this course is not open for enrollment
Price: $0.00