for Enterprise Subscriptions
$25/user
(Minimum 10 users)
$199/user
(Minimum 3 users)
You have Not Selected the Monthly or Annual Plan
Create your Free Account | Get Unlimited Access only @$199/Year ( View Details )
Trusted by 250,000+ Professionals for Continuing Education
Already have an account? Log In
To Continue using Trial, please verify your email address
You can cancel anytime during your trial period.
Trusted by 250,000+ Professionals
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
Select the topics of your interest to receive Webinars/Virtual Events/E-Books/Podcasts of your interest.
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:
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.
Accounting Manager, FORSPAN KLEAR LLP
Elizabeth Forspan is the Managing Attorney of the law firm Forspan Klear LLP. Elizabeth’s areas of practice include Elder Care Planning, Estate Planning and Taxation. She regularly assists clients in achieving their Medicaid Planning goals in a tax efficient manner through practical and considerate planning techniques.
Elizabeth often lectures on various aspects of Elder Care Planning, Tax Law and Estate Planning. Elizabeth recently lectured on the Income Taxation of Trusts and Estates for the National Business Institute as well as Key Elder Care Planning Issues for the New York State Society of CPA’s Annual Estate Planning Conference in New York City. Elizabeth has also written and lectured extensively on the topic of Casualty Loss Deductions. Elizabeth co-authored the award winning cover article for the February 2013 edition of the CPA Journal entitled “Casualty Losses for Property Damaged by Hurricane Sandy.” In June of 2014, Elizabeth was the recipient of the prestigious Max Block Award for Outstanding Article in the Category of Technical Analysis, awarded by the New York State Society of Certified Public Accountants’ CPA Journal for her article on casualty losses.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
600 Ratings
Excellent
381
Very Good
187
Average
28
Poor
3
Terrible
1
KJ
Jun 11th, 2021
This information is valuable to everyone whether old or young. Was presented in an easy to understand format and explained how vital this information is to us , our families and friends as well as our clients. The instructor was fabulous. I have over 30 years experience as a paralegal as well as 30 years experience as a tax preparer/EA and it's the best presentation I've ever seen on this subject. ?
EH
Aug 16th, 2021
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!!! :-)
LL
Sep 8th, 2021
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
DP
Jul 6th, 2021
Very good seminar led by knowledgeable and caring instructor. Everything spoken was relevant on a federal level. She was a professional among the best in her field.
JB
Jan 28th, 2021
This was a really informative Webinar, both professionally and personally. I would highly recommend this speaker to my colleagues.
1 Credit
Add to Watchlist
Taxes
This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
CPE
General
CE
CPD
Your inquiry has been received. We will notify you once this webinar is available
CloseThank you for subscribing 7 Days Free Trial.
Experience myCPE at its best! Upgrade your browser for a more interactive, user-friendly interface, and stay ahead in your professional development journey.
Upgrade NowWe were looking so hard for you now that you are finally here, So would you tell us how you found out about us?
Thank you for submitting your inquiry! We will contact you soon.
Close