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The Power and Essentials of Estate Planning

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CRTP
  • CSA
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

Benjamin Franklin once said, “If you fail to plan, you are planning to fail.”

Life presents all of us with circumstances – some good – some bad. We all believe that we will live forever, healthy and vibrant, yet, life as some of us know it throws us all curve balls. Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for planning our futures.

Why bother with estate planning?

It is easy.

You get to plan where your money goes.

How it gets invested.

How to minimize tax implications and heaven forbid at time of incapacity or death, someone else gets your money other than Uncle Sam.

The goal here is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.

This online CPE webinar covers the following key topics:

  • Why estate planning?
  • What are the benefits of estate planning?
  • What are the tools available for estate planning?

Click here for more related webinars on Trust, Estate and Financial planning

Learning Objectives

  • To discuss the documents required for planning
  • To evaluate where, when, why, and how to begin the process
  • To know who to call and how to trust someone else with your investments
  • To compare and contrast the different options available for your investments
  • To discuss ways to create paths of success with instruments you did not know exist
  • To discuss key tax basics and understand the difference between gift tax and estate

Recommended For

  • This estate planning online CPE webinar is recommended for any Professional or Planner who work with clients on the Retirement, Estate and Trust or Financial Planning.

  • This CPE webinar is recommended for CPA, CPA/PFS, Trust and Estate Practitioners (TEP), Financial planners and all other Professionals engaged in Financial Planning of their Clients.

Who Should Attend?

  • California Registered Tax Professional
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Private Wealth Advisor
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Professionals
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit of Taxes for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0544)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00567-21-O)
  • 1 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
  • 1 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-T-00567-21-O)
  • 1 CE Credit of Estate Planning for Tax Professionals (Approval No. GEHNZ-T-00567-21-O)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)

Presenter

About Presenter

Drew Stevens

CEO and Leadership Change Expert Stevens Performance

▶︎ DREW’S 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘: With over 35 years of professional business experience working with both Wall Street and Main Street businesses, I provide three instant methods that lead to personal transformation, top line growth and business success. I work with founders and senior leaders of middle market organizations to scale the business and transform into a wealthy profitable organization.

▶︎ 𝗞𝗘𝗬 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 OFFERED:
I offer a number of core corporate solutions to middle market companies that include but are not limited to:
- Strategic Planning and Implementation
- Process Improvement
- People Enhancement and Coaching
- Revenue Operations Remix
Working individually with founders and senior leaders I offer:
- Estate Planning
- Financial Planning
- Investment Analysis
- Financial Pathways

▶︎ WHY WORK WITH DREW: Drew Stevens has over 30 years of sales, marketing and customer services expertise as well as Wall Street experience. Drew has worked with middle market special and turnaround situations, to affect change, propagate growth, and transition the business. During his tenure, helps to scale revenue, and then assists organizations with scales, exit or merger. Drew’s strategic planning and revenue expertise lending have led to assisting organizations in achieving over $11B during his 25-year tenure.

▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: Dr. Stevens has been a CEO and COO for a myriad of private companies. His accomplishments include, alleviating process inefficiencies by 33%, implementing revenue operations effectiveness including sales, marketing, customer service and product development. He completely overhauled the revenue operations to help reduce churn by 40%, increase customer service by 31% and increase sales conversion by 71%. Created and implemented processes to transform a cash transactional system to a $100MM SaaS implementation.

▶︎ 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧'𝗦 𝗦𝗔𝗬: “Drew is the wizard of revenue. Unlike others that charge by the hour and take forever to create a solution, Drew’s value is working quickly to discover the issue, make recommendations and implement. The work with Drew is unmatched. “Ted Owner of a Financial Technology Firm

▶︎ DREWS 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: I have excelled in strategic planning, revenue operations and financial success for over 35 years. My work with middle market organizations and their senior leaders and founders has helped to produce over $11B in new revenue. My competitive differentiation is getting you personally or your organization the edge it needs to get financially strong.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

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The Power and Essentials of Estate Planning

$10

1 Credit

Subject Area

Taxes

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