• The most sweeping update to the U.S. tax code in more than 30 years.
  • Our webinars bring you the convenience of a live CPE seminar experience to your home, office or any of your favorite handheld devices.
  • 24/7 customer support! by phone, text, email and online. Enjoy the peace of mind you deserve. we're here for you when you need it. 
  • Our advanced e learning website keeps you in CPE compliance. All course progress is auto saved in your CPE cloud and accessible 24/7 from your phone, tablet, or desktop pc with  internet access. 
  • 1
  • 2
  • 3
  • 4

CPE for CPA Today - Estate Planning (LIVE)

Instructional Method Advanced Preparation Program Prerequisites Field Of Study Live Webinar NONE NONE Taxes Experience Level Course ID CPE Credits Author Basic  WR-131.LW 1 Arthur W ...Read more
$39.00 each


  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Live Webinar NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Basic  WR-131.LW 1 Arthur Werner, Anthony Rocca

CPE for CPA Today - Estate Planning

Course Description:
During this course we will look at the questions you should ask and identify with your client. This will benefit your ability to better understand your clients needs and the reason for his/her decisions. This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. By knowing your clients background you will better understand their needs and the discussions you may want to have with them. During this course we will look at estate planning and its benefits. Some of your client's may have already started this process, but most of you will experience the client has given this little thought.

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

Topics Covered:

  • Importance of Estate Planning
  • Asset protections

Learning Objectives:

  • Identify the benefits of estate planning
  • Assist your client in forming an Estate plan

CPE Customer Support Available 24/7

 Call or Text Message 813.638.5985
 Email CPE365@Gmail.com