CPA Continuing Education Resources

The Restricted Property Trust ™ (RPT) is a specialized planning strategy designed to help high-income business owners and professionals accumulate tax-advantaged wealth while leveraging the benefits of employer-sponsored contributions.  The course covers the legal and tax framework governing RPT's including IRC Section 162, funding requirements, compliance considerations, and potential risks and benefits. 

Participants will analyze case studies to understand real-world applications, structuring options, and how RPT's compare to other executive benefit strategies. 

Program Level:  Basic
Intended for CPAs with a foundational understanding of business taxation who are looking to expand their knowledge of advanced tax planning tools. 

Presented by: Ben N. Levine via zoom or in person. Please schedule a date and time with our coordinator. 
Pre-requisite: None
Advanced Preparation: None
Delivery Method: Group Live
Field of Study: Taxes
CPE Credit Earned: 1

Reservation Contact:  Email Courtney or call (818)456-4756.

Cancellation and Refund Policy

Noble Wealth and Insurance Services Group Live programs are offered free of charge; therefore, we do not have a refund policy.  If Noble Wealth and Insurance Services cancels a Group Live program, we will communicate this information via email to registered participants no later than 24 hours prior to the originally scheduled program.

Complaint Resolution Policy

To report complaints or concerns, please contact Ben Levine at 818-456-4754 or ben@noblewealthsolutions.com.

Noble Wealth and Insurance Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education of the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through NASBA Registry.