Advanced Case Designs

Continuing Professional Education for CPAs

Professional education sessions designed to deepen expertise in today's financial landscape

Continuing education for CPAs and financial professionals on the planning topics that come up when insurance, retirement, tax, and estate decisions are coordinated rather than handled separately.

Taught by Monica Faulve-Stach 30+ years of banking experience

View the course roster Ask about the next session

09 Course topicsIn the curriculum index

03 Upcoming sessionsDates to be announced

02 California citiesSan Francisco and Roseville

From the boardroom

Are your clients missing out on advanced tax strategies like CRTs, DBPs, or ILITs?

Focused learning for CPA excellence

Comprehensive topics in Continuing Professional Education

Nine topics on the curriculum - read down the index the way you would read a course catalog.

  1. 01

    Tax Planning Strategies

  2. 02

    Estate and Trust Management

  3. 03

    Advanced Financial Reporting

  4. 04

    Ethics and Compliance

  5. 05

    Retirement and Succession Planning

  6. 06

    Real Estate Investment Analysis

  7. 07

    Risk Management Techniques

  8. 08

    Business Valuation Methods

  9. 09

    Regulatory Updates

Upcoming CPE course schedule

Three sessions on the roster. Register now.

Dates to be announced

Every session runs 9:00 AM to 12:00 PM. Dates to be announced - your confirmation email brings course details and payment instructions.

Register now Ask about the next session

  1. Income Tax Planning Strategies for CPAs

    Explore advanced tax planning concepts and how they may factor into coordinated planning conversations with clients.

    Date TBD9:00 AM - 12:00 PM

    San Francisco

    Venue details arrive with your confirmation email.

    Register now

  2. Estate and Trust Taxation Essentials

    Gain practical insights into estate and trust tax regulations to enhance your advisory capabilities for high-net-worth clients.

    Date TBD9:00 AM - 12:00 PM

    Roseville, CA

    Venue details arrive with your confirmation email.

    Register now

  3. Capital Gains, Financials and Compliance Updates

    Stay current with the latest capital gains and financial reporting standards and compliance requirements impacting CPA practices.

    Date TBD9:00 AM - 12:00 PM

    San Francisco

    Venue details arrive with your confirmation email.

    Register now

How to register

Three steps between you and your next session

Select your course

Review the list of available CPE courses and choose the topics that align with your professional development goals and schedule.

Email or call to register

Send your contact details and course selections by email, or call the office, and we will hold your spot in the sessions you choose.

Confirm and prepare

Receive a confirmation email with course details and payment instructions. Prepare any required materials and mark your calendar for the course dates.

Strategic Professional Alliances

The best client outcomes are achieved through collaboration.

We partner with CPAs, attorneys, mortgage professionals, real estate professionals, insurance professionals, financial advisors, and business consultants to provide clients with coordinated financial strategies.

Rather than offering standardized compensation models, our strategic partnerships are structured based on the nature of each professional relationship and are designed to comply with applicable laws, regulations, and licensing requirements.

Monica Faulve-Stach, founder and CEO of Rainmaker Wealth Innovations, at her desk

Monica Faulve-Stach

Founder & CEO, RWI

30+ years at JPMorgan Chase, Wells Fargo, and BBVA Compass Associate Broker, Hariri Financial Partners Licensed Realtor® · CA DRE #02242512 Licensed Life & Health Agent

Get in touch

Contact us for more information on CPE courses

Registration is handled by email or phone - send your course selections or call the office, and we will confirm your spot along with course details and payment instructions.

Register by email Or call (415) 347-6220