At Capacity: The Tough Questions

Course Details

Date

Wednesday, June 24, 2020

7:30am – 8:30am

Field of Study

Specialized Knowledge

Course Number

CC2245

CPE Credit

1 hour CPE credit

Level of Knowledge

Basic

Vendor

CPA Crossings

Prerequisites

None

Description

Eldercare capacity issues can be complex to address. We tackle the difficult questions like identifying if your client has diminished mental capacity, your legal obligations when trying to engage and help this client, and how to work with family members or those with power of attorney without breaking client confidentiality.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this class include:

  • What is diminished capacity/incapacity
  • What to do if you have concerns
  • How to prepare your files while clients are competent


Objectives

After attending this presentation you will be able to help attendees prepare for, identify and respond to the needs of clients with cognitive challenges.

Designed For

CPAs, Attorneys, Enrolled Agents, Trustees, Others with Fiduciary Responsibility

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$39.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$54.00
Your Price $54.00

CPE Choice

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

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