Understanding the Entities: Planning and Compliance
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 |
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Non-Member Fee
Applicable if you are not a HSCPA member. |
$109.00 |
Your Price | $109.00 |