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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

2021 ANNUAL FEDERAL TAX SEASON UPDATE

Date OfferedJanuary 4, 2021  Cost$180.00  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    

ENROLLED AGENT ETHICAL STANDARDS: PRACTICES & PROCEDURES

Date OfferedJanuary 4, 2021  Cost$40.00  Course Length2.0 hours  Subject AreaEthics (Regulatory)  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?Enrolled Agent    

TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION

Date OfferedJanuary 7, 2021  Cost$60.00  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    

THE SECTION §199A PASS-THROUGH DEDUCTION

Date OfferedJanuary 5, 2021  Cost$60.00  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