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CPE for CPA Today- How to Select a Fiduciary

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Group Internet Based NONE NONE Taxes Experience LevelCourse IDCPE CreditsAuthor Basic  WR-136 1 Arthur Werner, Anthony Rocca, Jeremy Rigsbey CPE for CPA Today- How to Select a Fiduciary Course Description:Du ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Basic  WR-136 1 Arthur Werner, Anthony Rocca, Jeremy Rigsbey

CPE for CPA Today- How to Select a Fiduciary

Course Description:
During this course we will look at person or institution given the power to act on behalf of another in situations that require great trust, honesty and loyalty. Fiduciaries you may already be familiar with include accountants, attorneys, bankers, business advisors, financial advisors, mortgage brokers and real estate agents. These individuals are hired to act in your best interest and must set aside their own personal motives in favor of your goals.

Who Should Attend:
CPAs, EAs, attorneys, other tax professionals, and other Tax Professionals

Topics Covered:
Personal Representative/Executor Trustee

Learning Objectives:
Understanding your client and their needs Identifying the protections available to meet your clients needs


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