Continuing professional education

CE credits at an economical cost hosted by branches in your area

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.


All-Star Tax Series

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 Season Program (AFSP) record of completion.

Ask your local financial advisor how we can bring All-Star Tax Series broadcasts directly to you and your staff.


Upcoming courses

May 19 & 26, 2021

  • Strategies to reduce 2020 tax liability for individuals and businesses

June 9 & 17, 2021

  • Social Security and Medicare update

June 23 & 29, 2021

  • Retirement planning and tax strategies for 2021 and beyond

July 21 & 29, 2021

  • What Tax Practitioners Need to Know about the Biden Tax Plan and PPP Loan Forgiveness

Aug. 4 & 12, 2021

  • Calculating partnership capital accounts for 2020

Aug. 18 & 26, 2021

  • Taxation of partnership sales, distributions and liquidations

Sept. 22 & 28, 2021

  • IRA and retirement plan changes and planning for 2021

Oct. 20 & 28, 2021

  • Health care issues and planning for tax professionals

Nov. 3 & 10, 2021

  • IRS audits and taxpayer defense: analysis for tax representatives

Nov. 17 & 23, 2021

  • Individual tax update and planning strategies

Dec. 8 & 15, 2021

  • Business tax update and planning strategies

Jan. 12 & 20, 2022

  • Getting ready for tax season: new IRS forms and compliance requirements

Register now at www.allstartax.com 


Broadcast times:

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.

Alaska: 10 a.m. - 1 p.m.

Hawaii: 8 a.m. - 11 a.m.

Arizona: 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.


Product partner seminars and other regional programs

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 Edward Jones financial advisor to find out if any upcoming seminars are scheduled in your area.


Additional resources and services

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 advisor today.

Important Information:

The All-Star Tax Series, produced by All-Star Tax Series, LLC and sponsored by Edward Jones, is intended to serve solely as an aid in continuing professional education. The information in the broadcasts and course materials has been carefully compiled from sources believed to be reliable, but its accuracy is not guaranteed; information is not appropriate to serve as the sole resource for any tax and accounting opinion or return position and must be supplemented for such purposes with other current authoritative materials. Opinions and positions stated in All-Star Tax Series programs and materials are those of the presenters and/or authors and do not necessarily represent the opinions or positions of Edward Jones. In addition, All-Star Tax Series, LLC and its authors and instructors are not engaged in rendering legal, accounting or other professional services and will not be held liable for any actions or suits based upon the course material or comments made during the broadcasts. If legal advice or other expert assistance is required, individuals should consult a qualified professional. Reprinted by Edward Jones with permission from All-Star Tax Series, LLC. All rights reserved.