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|Instructional Method||Advanced Preparation||Program Prerequisites||Field Of Study|
|Experience Level||Course ID||CPE Credits||Author|
|Basic||WR-136.LW||1||Arthur Werner, Anthony Rocca, Jeremy Rigsbey|
CPE for CPA Today - How to Select a Fiduciary
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, and other tax professionals
Personal Representative/Executor Trustee
Understanding your client and their needs Identifying the protections available to meet your clients needs
|Event End Date||01-15-2019|