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Resources for CPAs and attorneys. At Edward Jones, our commitment doesn't end with our customers. We work with you as collaborative team members to help meet the needs of mutual clients. Contact your local Edward Jones financial advisor today to learn more about how we can support your practice and your success. Find a Financial Advisor.
- CE Credits at An Economical Cost Hosted by Branches in Your Area
- All-Star Tax Series
- Upcoming Courses
- Broadcast Times
- Product Partner Seminars and Other Regional Programs
- Additional Resources and Services
Edward Jones is pleased to sponsor continuing education opportunities for tax and legal professionals looking for economical and convenient ways to fulfill their CE requirements. These programs feature topics of immediate relevance to CPAs, EAs and attorneys and are presented by experienced tax and accounting professionals.
Edward Jones sponsors an annual continuing education program, produced by All-Star Tax Series, LLC and conveniently delivered via webinar. All-Star Tax Series broadcasts qualify as continuing education courses for CPAs and EAs. Attorneys in most states may earn CLE credit, and courses may also be accepted as credit toward the IRS’ Annual Filing Sea...
May 17 & 24, 2023 1. Tax-advantaged medical expense accounts and other medical-related tax reduction strategies (TMEA) June 7 & 15, 2023 1. Questions and issues for tax practitioners administering a client's estate (QPCE) June 21 & 27, 2023 1. Loss limitation provisions impacting partnerships and S corporations (LPPS) July 19 & 27, 2023 1. What tax...
Eastern: 2 p.m. - 5 p.m. Central: 1 p.m. - 4 p.m. Mountain: 12 noon - 3 p.m. Pacific: 11 a.m. - 2 p.m. As a committed member of your team, Edward Jones continuously seeks new ways to support you and your success.
Edward Jones financial advisors frequently host local, competitively priced (and complimentary) seminars at which subject matter experts from across the country deliver high-quality, relevant and timely presentations that qualify as continuing education courses for professionals, such as attorneys, CPAs, EAs and tax preparers. Contact your local Ed...
To learn more about these resources and how we can help you help your clients work toward their financial goals, contact your local Edward Jones financial advisortoday.
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Online Client Support. Can't find the answer to your question in our FAQ? Please contact your Edward Jones team or call us toll-free at 800-441-5203 during business hours for additional support. Regular Hours. Monday – Friday: 7 a.m. – 8 p.m. CT. Saturday: 8 a.m. – 4 p.m. CT. Tax Season Expanded Hours.
View & Share access allows Edward Jones account holders to give others permission to view their online account information. It does not allow the users to access information outside of Online Access or make decisions for the accounts they view. Here's what these users can see and do: View and print account balances and transaction details.
To help you plan out your next steps, we're providing you with an overview of the prerequisites you may need for the CPA Exam and the steps to obtain your license after you pass. CPA Exam requirements by state. Select your state or territory below to learn about the exam and licensure requirements in that jurisdiction.
Aug 18, 2023 · The certified public accountant exam, formally called the Uniform CPA Examination, is a nationally administered test that sets the standards for the skills and knowledge CPAs must possess. The ...
