Scheduled Times are Eastern Time Zone
CPE for CPA Today- How to Select a Fiduciary
| Instructional Method | Advanced Preparation | Program Prerequisites | Field Of Study |
|---|---|---|---|
| Group Internet Based | NONE | NONE | Taxes |
| 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
Course Description:
During this course, we will look at a 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
Topics Covered:
Personal Representative/Executor Trustee
Learning Objectives:
Understanding your client and their needs Identifying the protections available to meet your client's needs
Event Properties
| Event Date | 12-04-2020 1:00 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 |
Speakers
Art Werner
Anthony Rocca
Jeremy Rigsbey