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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

EARNED INCOME TAX CREDIT

EDUCATION TAX BENEFITS

ETHICS AND PROFESSIONAL CONDUCT: PRACTICE BEFORE THE IRS

HEALTHCARE REFORM: THE AFFORDABLE CARE ACT TAX PROVISIONS

INFLATION REDUCTION ACT

IRS COLLECTIONS & INSTALLMENT ARRANGEMENTS

KEEPING TAXPAYER DATA SECURE

NAVIGATING FORM 1040 SCHEDULE C

PRINCIPLES OF WEALTH MANAGEMENT

SECURE ACT 2.0

TAX CUTS AND JOBS ACT OF 2017

TAX RETURN PREPARER ETHICAL ISSUES

TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS

TAX TREATMENT OF LIFE INSURANCE PROCEEDS

TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES

TAX TREATMENT OF SICKNESS AND INJURY PLANS

THE SECTION §199A PASS-THROUGH DEDUCTION