Estate and Financial Planning: Latest Topics and Best Techniques (scheduled webinar)

  • Credits: 2 (live)
  • Format: Scheduled Webinar
  • Field of Study: Federal Tax Law
  • Author/ Speaker: Art Werner | Shelli Huston

Course ID: Advanced Preparation: Experience Level:
EWTFM-T-01642-20-O | 6233-CE-0366 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© May 2020 Basic Understanding of Taxes Self-Study Video | Audio | Live Webinar


The landscape for CPAs and EAs serving individual clients is shifting. Consumers are seeking a primary point of contact to address the full scope of their financial needs, which include tax planning, estate, and gift planning, retirement planning, risk management and integrated advisory services.

During this course, we will discuss tax strategies for you to assist your clients in meeting their goals, securing their future.

Topics include:

  • The “Integrated Triangle”
  • Changes in Landscape
  • Bridging Services
  • Primary Planning Issues for all clients
  • Estate Tax Issues
  • Traps, Pitfalls, and Tips in Planning

Who Should Attend:

  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Return Preparers (TRPs)

Qualifies and approved with all state boards of accountancy and the following sponsorships: