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Paul Winn

Winn Publications
Financial Writer, Editor & Trainer
pjwinn@verizon.net
(757) 253-8075

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Paul J. Winn, CLU, ChFC has over thirty years experience in the life insurance and investment industry. As well as fifteen years as a financial writer, editor, and trainer. Paul has worked for Mutual Life Insurance Company of New York, Security Mutual Life Insurance Company, Principal Financial Group, and the Maryland Financial Corporation. Paul is a Published book author, writer & editor of major mutual life insurance company’s agent-training “university”, and the creator of more than 100 training courses in computer-based training, print and scripted classroom formats.

About Us: Training and continuing education courses dealing principally with life insurance, health insurance, annuities and taxation.

Self-Study CPE Offered

2020 ANNUAL FEDERAL TAX SEASON UPDATE

Date OfferedJune 25, 2019  Cost$90.00  Course Length9.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES

Date OfferedJanuary 29, 2019  Cost$30.00  Course Length3.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner    

AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES

Date OfferedJanuary 8, 2019  Cost$10.00  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

EARNED INCOME TAX CREDIT

Date OfferedJanuary 7, 2019  Cost$30.00  Course Length3.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

EARNED INCOME TAX CREDIT DUE DILIGENCE

Date OfferedJanuary 23, 2019  Cost$15.00  Course Length1.5 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

EDUCATION TAX BENEFITS

Date OfferedJanuary 7, 2019  Cost$40.00  Course Length4.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

ENROLLED AGENT ETHICAL STANDARDS: PRACTICES & PROCEDURES

Date OfferedJanuary 7, 2019  Cost$40.00  Course Length2.0 hours  Subject AreaEthics (Regulatory)  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?Enrolled Agent    

ETHICS AND PROFESSIONAL CONDUCT: PRACTICE BEFORE THE IRS

Date OfferedDecember 4, 2018  Cost$40.00  Course Length2.0 hours  Subject AreaEthics (Regulatory)  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

HOME OFFICE DEDUCTION

Date OfferedJanuary 7, 2019  Cost$60.00  Course Length3.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION

Date OfferedMarch 26, 2019  Cost$30.00  Course Length3.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

TAX RETURN PREPARER ETHICAL ISSUES

Date OfferedJune 19, 2019  Cost$40.00  Course Length2.0 hours  Subject AreaEthics (Regulatory)  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, Enrolled Agent, Other, Small Business Owner    

TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS

Date OfferedJanuary 7, 2019  Cost$15.00  Course Length1.5 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

TAX TREATMENT OF LIFE INSURANCE PROCEEDS

Date OfferedJanuary 23, 2019  Cost$20.00  Course Length2.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES

Date OfferedJanuary 7, 2019  Cost$25.00  Course Length2.5 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

TAX TREATMENT OF SICKNESS & INJURY PLANS

Date OfferedJanuary 7, 2019  Cost$20.00  Course Length2.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Enrolled Agent    

THE SECTION §199A PASS-THROUGH DEDUCTION

Date OfferedOctober 28, 2019  Cost$30.00  Course Length3.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent