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CPE for CPA Today - Estate Planning

Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group internet Based 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

Event Properties

Event Date 12-27-2018
Event End Date 12-27-2018
Individual Price $34.50
$34.50
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