This webinar was held on Tuesday, October 14 at 2:00pm ET
Sponsor: Drake Software
Duration: 1 Hour
Attendees will learn how to navigate tax considerations, optimize savings vehicles, and plan for both accumulation and distribution phases. Whether you’re early in your career or approaching retirement, this session will provide actionable insights to strengthen your financial future.
Learning Objectives:
- Understand key retirement planning stages and milestones.
- Identify strategies for individuals and small business owners.
- Recognize tax considerations in retirement planning.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Tax |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Ann Campbell, CPA CIA, joined Drake Software in 2021 as a Senior Tax Software Trainer. She is a Certified Public Accountant licensed to practice in California and North Carolina with many years of experience as a tax preparer using Drake Tax®. Ann continues a specialized tax practice in California . Ann has previously worked as a CFO and Controller in various industries, and she was one of four finalists for the Plastics News CFO of the Year 2019 award. Ann is a graduate of the Wharton School at the University of Pennsylvania.
Jeremy Duke is an Account Executive II at Drake Software, where he works closely with tax professionals to evaluate whether Drake is the right fit for their practice and guide them through the onboarding process. He joined Drake in 2022, bringing over 25 years of experience in radio broadcasting. Jeremy holds multiple degrees from Toccoa Falls College and is also an ordained minister. Outside of work, he enjoys traveling, riding his Harley, and collecting Funko Pops. He is also a dedicated Disney enthusiast.
Moderated by:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake Software is also consistently recognized for excellence in quality, value, and reliability.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on 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 its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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Judy Scott October 14 2025 at 2:07 pm
Good afternoon, I attended the CPE / IRS CE Webinar: Retirement Stages for Individuals and Small Business Owners. Ann Campbell did a great job. I enjoyed her presentation. Very informative. How do I obtain my CPE certificate? Do you email it to me? Thank you, Judy Scott, CPA