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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
Have you considered what will happen to your
money after you’re gone?
Plenty of
people focus most of their energy on making more money now, and for good
reason. Estate planning tends to take a backseat to seemingly more pressing
matters of the here and now.
But you
can’t live forever, so you need to make some vital financial and personal
decisions now. There’s no better time than right now to begin developing your
estate plan.
Estate
planning
provides
families a great opportunity to be prepared for unexpected incapacity and
death.
Whether we
are 20 and just beginning a career or 50 and seeking to retire, we must
all seek better methods for planning our futures.
Simply
put, why to bother with estate planning – easy, you get to plan where your money
goes, how it gets invested, how to minimize tax implications and heaven forbid,
incapacity or death, someone
else gets your money other than Uncle Sam.
An estate
plan can include many different types of documents, including wills and trusts.
There are so many different tools that will allow you to have a comprehensive
and customized estate plan.
The goal of this CPE Estate Planning webinar is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.
Click here to view the certificate courses on Estate Planning (Fundamentals) | Estate Planning Specialists.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
CEO and Leadership Change Expert, Stevens Performance
14 Ratings
DWSS
Jun 6th, 2022
I wish that the presenter since his expertise was insurance, he would have shown some examples where insurance would help in estate and income planning.
1 Credit
Subject Area
Aug 15, 2022 | 10:00 AM EDT
Aug 15, 2022 | 10:00 AM EDT
Aug 15, 2022 | 10:00 AM EDT
Aug 15, 2022 | 11:00 AM EDT
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