CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Planning for Your Clients’ Incapacity

4.6 (474)

Elizabeth Forspan

FORSPAN KLEAR LLP

Friday, June 11, 2021 | 11:00 AM EDT

  • AFSP
  • CFP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • ERPA

1 Credit

$10

Subject Area

Taxes

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 Maryland Tax Preparers (Approval No. GEHNZ-T-00380-21-O)

1 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 292391)

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

1 CE credit of Qualified Retirement Plan for ERPAs (Approval No. 00531-21)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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This Course is Also Available in Self Study (On-Demand)

Click Here

Additional Dates

Aug 16, 2021 | 02:00 PM EDT Register

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 Online CPE Webinar covers following Key Topics:

  • 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 online CPE webinar for CPAs, 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?

  • Accounting Firm
  • Accounting Managers
  • California Registered Tax Professional
  • Certified Financial Planner
  • Certified Senior Advisor
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Firm
  • Tax Practitioners
  • Tax Professionals
  • Trust & Estate Tax Professional
  • Young CPA

Testimonial

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    [no_of_record] => 474
    [average] => 4.5949
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4.6

(474)
65%
30%
4%
1%
0%

SB

Enthusiastic instructor! Makes the topics even more interesting.

CD

Wish more time was allocated

KB

Very knowledgeable presenter and gave good examples of reasons for POAs.

JS

Elizabeth is a great presenter. I wish the seminar was longer so we can review all the related material.

KG

Overall, it was a great experience.

DP

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.