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CPE for CPA Today – Trusts, Living Wills, POA's,, and Tax Considerations

Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01403-19-O  01 Credits   Taxes  Art Werner, Anthony Rocca
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 


Course Description: 
In this course we will continue looking at disability planning, and some of the financial protections. This course will discuss briefly medical wills and power of attorney's, medical surrogates, and financial planning for the uncertain future we all face.

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 down falls of each
  2. Assist your client in forming a Disability plan

Event Properties

Event Date 10-23-2020 3:00 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

We are no longer accepting registration for this event