Scheduled Times are Eastern Time Zone

CPE for CPA Today – Estate Planning

Course ID: CPE Credits Field Of Study Author or Speaker:
 EWTFM-U-01405-19-O  01 Credits   Taxes   Art Werner, Anthony Rocca
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 






Course Description: 
During this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your client's 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. Knowing your client's background will help you address there needs and concerns so when you put a financial plan together with them or advise them of potential asset protections this may both you and your client will have a clearer understanding.

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

Topics Covered:
  • Wills
  • Power of Attorney's (POA'S)
  • Financial Planning

Learning Objectives: 
  1. Differentiate between Wills, POA's, benefits and downfalls of each
  2. Assist your client in forming a Disability plan

Event Properties

Event Date 03-27-2020 4:00 pm
Individual Price 25.00
Categories Federal Tax Updates,Moderated Webinars

Group Rate

#Registrants Rate/Person($)
5 21.05
10 17.10
20 13.15


Art Werner

Anthony Rocca

Jeremy Rigsbey

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