CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
1 Credit
FREE
1 CPE credit of Specialized Knowledge for all CPAs
1 CPD credit (Verifiable) for Canadian CPAs
1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
1 CPD credit (Verifiable) for CPA/PFS
1 CE credit for Certified Senior Advisor (CSA)
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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Few trustees have a good answer to the question “How much should I be paid”. Their professional advisors often disagree. Some say an hourly rate, some say a percent of the trust assets, and others say a flat retainer. Due to this general lack of agreement, few can provide a thoughtful or comprehensive explanation of why they are getting paid what they are. Not surprisingly, many beneficiaries and their professional advisors frequently object to whatever the answer may be. Disagreements about the trustee’s compensation are exacerbated during periods of heightened financial uncertainty. This presentation seeks to provide a road map for both trustees and beneficiaries, of how to answer the ubiquitous question, “How much should a trustee be paid?”
This online CPE webinar answers the following questions:
Recommended for:
This online CPE webinar is recommended for trustees, CPAs and professional advisors working with trusts.
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KS
Very interesting trust information
CZ
It was very informative. He directed us to steps on each particular topic. He covered why, what, and how. I was very pleased with the information and can use this in the near future.
CM
Well done Obviously knowledgeable speaker.
MEM
Great presentation, very relevant and interesting
CB
Excellent class.
RS
Presenter did an excellent job. Clear voice with great examples. Need more like him.
