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(Live) CPE for CPA Today Planning for Disability

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of StudyLive WebinarNONENONETaxesExperience LevelCourse IDCPE CreditsAuthorBasic WR-132.LW1Arthur Werner, Anthony Rocca, Jeremy RigsbeyCPE for CPA Today Planning for Disability Course Description: In this course we will look at dis ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Live Webinar NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Basic  WR-132.LW 1 Arthur Werner, Anthony Rocca, Jeremy Rigsbey

CPE for CPA Today Planning for Disability 

Course Description:
In this course we will look at disability planning, and some of the financial protections. This course will discuss briefly medical wills and power of attorney's, medical surrogates, and financial planning for the uncertain future we all face.

Who Should Attend:
CPAs, EAs, attorneys, other tax professionals, and financial planners

Topics Covered:
Wills, Power of Attorney's (POA's), and Financial Planning

Learning Objectives:
Differentiate between Wills, POA's, benefits and down falls of each.
Assist your client in forming a Disabilty plan

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