Scheduled Times are Eastern Time Zone

CPE for CPA Today – Understanding the Methodologies of Transfer

Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01408-19-O  01 Credits   Taxes   Art Werner, Anthony Rocca
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 


Course Description:
Here 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

Topics Covered:
Direct Transfers

Learning Objectives:
Differentiate between Direct Transfers, Trusts, Probate.
Assist your client in forming a Transfer of wealth plan

Event Properties

Event Date 02-13-2020 2:00 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