Understanding the Entities: Planning and Compliance

Course Details

Date

Saturday, July 25, 2020

11:00am – 12:52pm

Field of Study

Taxation

Course Number

AC0217

CPE Credit

2.2 hours CPE credit

Level of Knowledge

Basic

Vendor

ACPEN

Prerequisites

None

Description

In this course, the first in the series, practitioners will learn about Trust and Estate Planning. The purpose of this lecture is twofold: 1) to expand a practitioner’s knowledge-base, promoting growth of business and 2) to educate practitioners on how to provide comprehensive financial advice and planning strategies.

 

**Please Note:  If you need credit reported to the IRS for this IRS approved program (2 hours only), please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Highlights

  • Client Planning
    • Estate
    • Financial
    • Asset Protection
  • Fiduciary Income Tax Compliance
  • Probate
  • Key Players in a Trust

Objectives

  • List and define key terms as they pertain to financial planning
  • Differentiate Federal and State definitions related to estate planning
  • Interpret Trust implications with regards to financial protection
  • Explain the most beneficial courses of action for clients, aiding them in navigating their Trust and Estate Planning

Designed For

CPAs, EAs, and other financial professionals

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$79.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$109.00
Your Price $109.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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