Estate and Financial Planning: Latest Topics and Best Techniques

4.6 (14)

Shelli Huston, CPA, MS

Werner-Rocca Seminars. Ltd

Monday, March 01, 2021 | 10:00 AM EST

  • AFSP
  • CFSA
  • CFE
  • CPA
  • CVA
  • EA
  • Tax Pros
  • PFS
  • TEP
  • CTEC

2 CPE | 2 CE | 2 CPD

$20

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CPE credit for Certified Financial Services Auditor (CFSA)

2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

2 CPD credit (Verifiable) for CPA/PFS

2 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

2 CE credit of Federal Tax for Oregon Tax Preparers

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

2 CE credit of Estate or Investment Planning for Maryland Tax Preparers

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

"Did you know CPAs or EAs may charge premium rates for Estate and Financial Planning, better than rates charged for tax returns?"

This course offers the best techniques for incorporating Estate and Financial Planning into your practice. In addition to learning these techniques, you’ll discover the “why” behind the importance of adding these elements to your practice as well as how to broaden its growth. The landscape for CPAs and EAs serving individual clients is shifting. Consumers are seeking a primary point of contact to address the full scope of their financial needs, which include tax planning, estate, and gift planning, retirement planning, risk management and integrated advisory services.

During this course, we will discuss tax strategies for you to assist your clients in meeting their goals, securing their future.

This webinar helps certified public accountants (CPAs), CFPs, and other accounting professionals and tax practitioners navigate tax and planning regulations and strategies to achieve financial planning wins for their clients.

Learning Objectives

  • To identify clientele Estate and Financial Planning products
  • To recognize planning options best suited for clients’ financial needs
  • To recall effective planning strategies for meeting clients’ long-term retirement goals

Who Should Attend?

  • Enrolled Agent
  • Tax Practitioners
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Tax Pros
  • Tax Firm
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Managers
  • Tax Preparer

Testimonial

4.6

(14)
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