CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Planning for Your Clients’ Incapacity

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • TEP
  • CTEC
  • CSA
Planning for Your Clients’ Incapacity

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00380-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0380)

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

1 CPD credit (Verifiable) for CPA/PFS

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

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00380-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00380-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

Incapacity, simply put, is the inability to make decisions for oneself. Incapacity can occur due to an injury (such as a car accident) or a health condition. “Planning for incapacity” refers to meeting with an attorney and preparing the legal documents which would be needed in the event an accident or illness left you without the ability to pay your bills, manage your finances or attend to other business and personal matters.

CPAs and Tax practitioners not only play a key role in financial management but also in planning after retirement. Especially inheritance and incapacitation planning is another key role that clients take help from qualified accountants and tax practitioners. It has been a glorified area of business practice that established practitioners looking to target. This webinar covers a bird’s eye view of the subject covering key aspects such as:

  • Medicaid / Eldercare
  • Estate Tax Planning
  • Power of Attorney, 
  • Health Care Proxy/Health Directive and 
  • Living Will
  • Planning and management of documents and execution

In this webinar, Elizabeth Forspan, Esq. will discuss the accountants, CPAs, and tax & legal practitioners’ key role in assisting their clients with planning for incapacity.

Learning Objectives

  • To know various incapacitation situation and importance of planning for it
  • To recognize the risks of failing to plan for the incapacitation
  • To understand the critical importance of a power of attorney
  • To learn the importance of a gifting authority in the power of attorney
  • To identify the importance of appointing someone to make health care decisions for your client in the event of incapacity

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Legal Professionals
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA





very informative


The information I received was very clear and informative. This is a topic I need to be able to share and help my clients with. It is also much needed in my personal life as we are all aging and have family members who are in need of this information


Speaker was very knowledgeable on the subject and provided great explanations for each talking points.


Awesome instructor and clas.


Elizabeth was outstanding. I only wish this could be an all day seminar!!! The information shared was very eye opening and made me personally aware that I really need to get my own affairs in order. I already knew that, but she brought that point into focus for me today. Thanks Elizabeth!!! :-)


Enthusiastic instructor! Makes the topics even more interesting.