CPE for CPA Today - Traps and Pitfalls in the Estate Planning Process

$29.00 each

Credits: 01 | Format: eBook | Field of Study: Specialized Knowledge | Author: Art Werner
Qualifies For:  NASBA (CPE)   

Course ID: Advanced Preparation: Experience Level:  
WR-135.OD   None  Basic  
Published Date: Program Prerequisites: Other Course Formats:  
 Feb 2020  Basic Understanding of Management eBook | Video | Audio | Webinar  

Course Description:

Here we will focus on traps and pitfalls, the problems that a client faces as they decide how to do a total plan as they incorporate estate and asset protection issues. We can spend many hours talking about the various different traps and pitfalls, but, today we are going to focus on 6 specific traps and pitfalls that we find to be very common in the initial phases of estate planning and show you how that is done with a client.

Who Should Attend:

  • All Certified Public Accountants

Qualifies and Approved with:

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