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  2. Life Office Management Association - Wikipedia

    en.wikipedia.org/wiki/Life_Office_Management...

    Brokers also use the LOMA educational courses to count towards the continuing professional education (CPE) requirement needed to maintain their license in good standing with regulators. [7] LOMA's board of directors is made up of insurance industry chief executive officers, presidents and vice-presidents, lawyers and other industry ...

  3. Registered Tax Return Preparer Test - Wikipedia

    en.wikipedia.org/wiki/Registered_Tax_Return...

    The Registered Tax Return Preparer Test was a test produced by the U.S. Internal Revenue Service (IRS). Until the program was suspended in January 2013, the IRS had implemented rules requiring that certain individuals who wanted to work as tax return preparers pass this test to demonstrate their ability to understand U.S. tax law, tax form preparation and ethical requirements.

  4. Insurance Continuing Education - Wikipedia

    en.wikipedia.org/wiki/Insurance_Continuing_Education

    Insurance continuing education, CFP, CPA and CLU/ChFC usually have a set credit hour requirement for a period of year(s), sometimes with specific hour requirements for special topics including but not limited to ethics, long term care and other topics. Since late 1990s, all states allow insurance continuing education classes to be taken on-line.

  5. IRS Names Becker as Approved Provider of Continuing Education

    www.aol.com/news/2012-10-22-irs-names-becker-as...

    For premium support please call: 800-290-4726 more ways to reach us

  6. Kaplan Financial Education - Wikipedia

    en.wikipedia.org/wiki/Kaplan_Financial_Education

    Kaplan Financial Education is part of Kaplan University School of Professional and Continuing Education, based in La Crosse, Wisconsin.Kaplan Financial Education is a consortium of numerous financial services training and publishing companies providing insurance and securities licensing exam preparation, along with continuing education.

  7. Annual Filing Season Program - Wikipedia

    en.wikipedia.org/wiki/Annual_Filing_Season_Program

    In January 2013, however, the Internal Revenue Service announced that it was suspending the program due to a ruling by the United States District Court for the District of Columbia. As the result of a lawsuit, the Court issued an order forbidding the IRS from enforcing the regulatory requirements for registered tax return preparers. [5] [6]

  8. IRS Section 7702: Life Insurance Tax Definition - AOL

    www.aol.com/irs-section-7702-life-insurance...

    Section 7702 of the IRS code is designed to ensure that cash value life insurance policies aren’t misused as tax shelters. If you have a cash value policy in place already, it’s likely that ...

  9. Registered Tax Return Preparer - Wikipedia

    en.wikipedia.org/wiki/Registered_Tax_Return_Preparer

    A Registered Tax Return Preparer is a former category of federal tax return preparers created by the U.S. Internal Revenue Service (IRS).. In January 2013, the IRS announced the suspension of the program because of a ruling on January 18, 2013, by Judge James E. Boasberg of the United States District Court for the District of Columbia.

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