Tour of Estate Planning Tools & Techniques-Analyzing and Comparing Tools & Techniques on Specific Criteria

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • MRTP
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Have you considered what will happen to your money after you’re gone?

Plenty of people focus most of their energy on making more money now, and for good reason. Estate planning tends to take a backseat to seemingly more pressing matters of the here and now.

But you can’t live forever, so you need to make some vital financial and personal decisions now. There’s no better time than right now to begin developing your estate plan.

Estate planning provides families a great opportunity to be prepared for unexpected incapacity and death. 

Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for retirement planning our futures.

Simply put, why to bother with estate planning – easy, you get to plan where your money goes, how it gets invested, how to minimize tax implications and heaven forbid, incapacity or death, someone else gets your money other than Uncle Sam.

Estate planning has many intricacies that many including clients do not want to deal with. As a tax planner or someone involved with those that seek retirement, future planning is crucial for creating liquidity and a legacy and this CPE course on estate planning helps you deal with that.

An estate plan can include many different types of documents, including wills and trusts. There are so many different tools that will allow you to have a comprehensive and customized estate plan.

This Estate Planning CPE webinar is meant to illustrate the tools to handle the estate planning process and review some challenges.

·      Check out our certificate courses to give you in-depth knowledge on Estate Planning: Estate Planning (Fundamental) | Estate Planning Specialists for IRAs.


Learning Objectives

  • To discuss some of the estate planning techniques used by experts.
  • To compare and contrast methods for avoiding common mistakes.
  • To develop checklists, and samples of relevant documents to help you perform estate planning for professionals.

Recommended For

  • In this IRS Approved CE course for AFSP, CPA (US), EA, CTEC ChFC, FSCP, CASL, ChSNC, RICP, WMCP, Tax Professionals, and Other Professionals who want to help their clients in managing Estate Planning with its Tools & Techniques.

Who Should Attend?

  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPE Credit of Estate Planning for Wealth Management Certified Professional (WMCP)
  • 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1.5 CPE Credit of Estate Planning for Retirement Income Certified Professional (RICP)
  • 1.5 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00804-21-O)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00804-21-O)
  • 1.5 CPE Credit of Estate Planning for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00804-21-O)
  • 1.5 CPE Credit of Estate Planning for Chartered Special Needs Consultant (ChSNC)
  • 1.5 CPE Credit of Estate Planning for Chartered Financial Consultant (ChFC)
  • 1.5 CE Credit for Certified Senior Advisor (CSA)
  • 1.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0747)
  • 1.5 PL Credit of Estate Planning for Chartered Financial Analyst (CFA)
  • 1.5 PL Credit of Estate Planning for Certificate In Investment Performance Measurement (CIPM)
  • 1.5 CPE Credit of Estate Planning for Chartered Advisor in Senior Living (CASL)
  • 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-00958-22-O)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

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.

NASBA APPROVED

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.

CTEC APPROVED

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.

Presenter

About Presenter

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Talks about #strategy, #salesandmarketing, #revenueoptimization #financialadvisory #strategicleadership #financialplanning #successionplanning #exitplanning

If you want your business competitive proof then you need to understand the 12 crucial elements that destroy a business. 

If you want your business to continually exceed goals, then stop doing the same things that create no results and no changes.

What is?

  • 12 Strategic Principles that guide the business and eliminate the obstacles/
  • Modern methods that create fiscal controls and higher income.
My mission is to implement plans for struggling businesses to generate transformative, long-lasting results for every organization. 

My innovative and transformative assistance is with:

  • Developing financial awareness that places more money into owners' hands.
  • Eliminating waste and processes that slow revenue, access to clients and competition.
  • Implementing strategies that have helped businesses develop more than $11B in new revenue.
  • Creating personal financial strategies that create abundance, a better lifestyle and personal liquidity.
By creating a strategic approach and realigning business, Drew will help your organization to: 

  • Lower Customer Acquisition Cost
  • Increase financing while creating a fluid when planned exit 
  • Competitive Proof the Firm
  • Build Industry and Brand Recognition
  • Increase Financial Wealth

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.
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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.
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  • 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.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

10 Ratings

Excellent

5

Very Good

3

Average

2

Poor

0

Terrible

0

RJM

Robert J Maguire, EA

Dec 23rd, 2021

THE INSTRUCTOR WAS GREAT AND INFORMATIVE, THE HAND OUT WAS ALSO VERY GOOD.

JK

Jason Kelly, CPA (US)

Apr 13th, 2022

Overall basic topic coverage. The real world examples were helpful.

Tour of Estate Planning Tools & Techniques-Analyzing and Comparing Tools & Techniques on Specific Criteria

PREMIUM

1.5 Credits

Subject Area

Taxes

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