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|Instructional Method||Advanced Preparation||Program Prerequisites||Field Of Study|
|Experience Level||Course ID||CPE Credits||Author|
|Basic||WR-134.LW||1||Arthur Werner, Anthony Rocca, Jeremy Rigsbey|
CPE for CPA Today - Understanding the Methodologies of Transfer
Here will will focus on distribution planning, how do we transfer wealth between one individual to another individual in any conceivable way such as wills, trusts, at the time of death.
Who Should Attend: CPAs, EAs, attorneys, other tax professionals, and financial planners
Differentiate between Direct Transfers, Trusts, Probate.
Assist your client in forming a Transfer of wealth plan
|Event End Date||01-15-2019|