CPA Education

© Kennedy Wealth Group - Living Legacy Financial Strategies™

  

Education.

The Most Effective Antidote For The Times.

 

- Currently Offering 11 Educational Webinars -

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 "A CPA is no longer defined by "traditional services such as tax preparation, audits, and financial statements" (CPA Horizons 2025 article). 

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72%

In a recent survey by Sleeter group, it was found that 72% of small business owners have changed their accountant because they only received “reactive services” instead of “proactive advice.”

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Analyze your opportunities to sell deeper into your existing clientele and enhance the value of your engagements.

“Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.”
 
Judge Learned Hand
Gregory v. Helvering, 69 F.2d 809, 810 (2d Cir. 1934)

- Current Education Library Includes -

Webinar #1 - Things To Help You During Challenging Times

Webinar #2 - The Basics - Qualified Opportunity Zones

Webinar #3 -Your client is invested in a QOZ, now what?

Webinar #4 - Case Study: "Tax-Free" Roth Conversion

Webinar #5 - Benefits of Conservation Easements For High Wage Earners

Webinar #6 - Tax Planning Opportunities With Endangered And Exotic Wildlife

Webinar #7- What CPA's Need To Know About Life Insurance Pitfalls

Webinar #8- What is Premium Financed Life Insurance and Why CPA's Should Know

Webinar #9- What is a Life Settlement and Why CPA's Need to Know

Webinar #10 - Mastering the Complexities of QOZ's

Webinar #11 - Using UPREITs to Uplift Investor Returns

Webinar #1 - Things To Help You During Challenging Times.

Join Stacey Granger, of Stacey Granger, CPA, and Jeff Kennedy, of Kennedy Wealth Group, for this timely and informative webinar.

 

TOPICS INCLUDE:

Opportunity Zone Funds

Conservation Easements

Roth Conversion Strategies

Alternative Investments 

Webinar #2 -The Basics - Qualified Opportunity Zones

Join Corey Maple, Chairman & CEO, and Sam Montgomery, COO, Legendary Capital for an important discussion about QOZ's.

TOPICS INCLUDE:

What is a Qualified Opportunity Zone?

Learn how QOZ's work?

Illustrative QOZ Scenerio 

 Webinar #3 -Your client is invested in a QOZ, now what?

Essential Qualified Opportunity Zone Info Before Tax Filing!

Join Jeff Kennedy, of Kennedy Wealth Group, and Sam Montgomery, Legendary Capital for a timely discussion about filing taxes for your QOZ clients.

TOPICS INCLUDE:

What kind of forms do you need to defer the tax properly?

Which forms have been amended and created to accommodate QOZF?

Essential facts for filing your clients' QOZ!

Webinar #4 - Case Study: "Tax-Free" Roth Conversion 

Getting Paid to Convert Your IRA to Roth

Join Jeff Kennedy, of Kennedy Wealth Group, for an informative case study about good, better, best scenarios for a "Tax-Free" Roth Conversion.

TOPICS INCLUDE:

What is the tax cost of a Roth Conversion?

How to use private equity or real estate to convert at a discount  

How to diversify with ALT's and using the tax code

“Over and over again courts have said that there is nothing sinister in so arranging one's affairs as to keep taxes as low as possible. Everybody does so, rich or poor; and all do right, for nobody owes any public duty to pay more than the law demands: taxes are enforced exactions, not voluntary contributions. To demand more in the name of morals is mere cant*.”
 
Judge Learned Hand
Commissioner v. Newman, 159 F.2d 848, 851 (2d Cir. 1947) - dissenting opinion

*cant [ kant ] 

noun

insincere, especially conventional expressions of enthusiasm for high ideals, goodness, or piety. 

Webinar #5 - Benefits of Conservation Easements For High Wage Earners

Join Jeff Kennedy, of Kennedy Wealth Group, and Anthony Hazen of Green Rock, on for an informative webinar about conservation easements.

TOPICS INCLUDE:

IRS Code, section 170(h) Qualified Conservation Contributions. 

Potential Options: Develop, Hold, and/or Conserve.

What are Conservation Purpose and Benefits?

Webinar #6 - Tax Planning Opportunities With Endangered And Exotic Wildlife

Join Jeff Kennedy, of Kennedy Wealth Group, and Chris Gilroy, of Wildlife Partners, for this informative webinar.  Learn the benefits of doing a great thing for our planet, active participation in wildlife breeding/ranching, cash flow distributions, and 100% tax deductions. 

TOPICS INCLUDE:

Learn about what's happening in Texas with Wildlife Partners

Understand how doing great work and capitalism work together 

See how the investment is 91.5% tax-deductible in year one

Webinar #7 - What CPA's Need To Know About Life Insurance Pitfalls

Join Jeff Kennedy, of Kennedy Wealth Group, and Michael R. Smith, author of Tread Lightly, a book about life insurance for the affluent client.

TOPICS INCLUDE:

The insurance industry's scary truth

Obstacles for success with your affluent clients

Four steps four securing and maintaining insurance for affluent clients 

Webinar #8 - What is Premium Financed Life Insurance and Why CPA's Should Know

Join Jeff Kennedy, of Kennedy Wealth Group, and Michael R. Smith, President of TFP Brokerage for an informative discussion about this valuable tool and why it is so efficient for your high-net-worth clients.

TOPICS INCLUDE:

Best time to utilize this strategy for the affluent

The ideal client for Premium Financing 

A case study about Premium Financing 

Webinar #9- What is a Life Settlement and Why CPA's Need to Know

Join Jeff Kennedy, of Kennedy Wealth Group, and Michael R. Smith, President of TFP Brokerage for an informative discussion about how lapsing insurance policies for your high-net-worth clients.

TOPICS INCLUDE:

How to use a simple evaluation tool for assessment

How to train your staff on what to look for in current clients

Four case studies that help you understand 

Webinar #10- Mastering the Complexities of QOZ's

Join Corey Maple, Chairman & CEO, Legendary Capital for an important overview about overcoming the complexities of QOZ's.

TOPICS INCLUDE:

QOZ Tax Exemptions Available

How to Report 1231 Gains

Webinar #11- Using UPREITs to Uplift Investor Returns

Join Jeff Kennedy, of Kennedy Wealth Group, and Corey Maple, CEO, Legendary Capital for a timely discussion about filing taxes for your QOZ clients.

 

TOPICS INCLUDE:

What are UPREITS

Why they may be important to your clients

How shareholders benefit

Keep me posted as new CPA educational content is posted.

Learn more about the team-based model on our CPA Portal.

You can enter the portal with the link below and PASSWORD: CPA2020

Kennedy Wealth Group works with CPA’s to bring more holistic and proactive value to their best clients.

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© 2019 Kennedy Wealth Group

Jeff Kennedy with Kennedy Wealth Group is an Investment Advisor Representative. Independent investment advisory services offered through Capital Advisor Network (CAN), a State of Indiana Registered Investment Advisor. Securities offered through Center Street Securities, Inc. (CSS), a registered Broker/Dealer and member FINRASIPC. Kennedy Wealth Group and CAN are independent of CSS.   Please be advised that presently, Jeff Kennedy holds a Series 7 license in CO, FL, IL, IA, IN, KS, MO, ND, PA, SD, and TX. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Jeff Kennedy before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.