Published: August, 2021
1 CPE credit of Specialized Knowledge for all CPAs
1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Conflict Resolution in the Workplace
State Taxation of Pass-through Entities and SALT Cap Workaround
Key Strategies for Accounting and Tax Professionals to Manage E-mail Overload
Taming the E-mail Beast: Key Strategies for Managing Your E-mail Overload
Time Management in “The Cloud” Using Gmail/Google
Building Successful Work Teams for CEOs
CA Employment Law Updates
Interviewing Do’s and Don’ts
Managing Remote Workers
Effective Communication - From Ordinary to an Extraordinary CPA Practice
Essential Communication Skills to Increase Your Sales
Credit card transactions are skyrocketing: Let's get smart about it
Building A 7-Figure Tax Practice While Black
How to build a successful tax practice
Top Hacks for Tax Season 2021
It’s hard to be a trustee and the number of CPAs being asked to serve as trustees is rising. Many CPAs wonder "What can I do to limit my personal risk as I serve in this fiduciary capacity?"
A Trustee can reduce their personal risk by creating a governance plan which demonstrates they have fulfilled each of their duties of care. Developing a record that these policies and procedures have been fulfilled demonstrates the trustee has acted prudently and in good faith which is a prerequisite to qualify for the exculpation clause of the state statute. This online CPE trust webinar compliance library will demonstrate that the trustee has fulfilled their duties of care.
This online CPE webinar for CPAs discusses the Trustee’s Duties of Care under the Uniform Prudent Investor Act (UPIA):
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.
Principal, Anodos Advisors
Josh Yager is a
recognized expert on the management and oversight of trust assets. He lectures
and writes extensively on the policies, procedures, and practices for the
prudent administration of trusts. He has been invited to speak to various Bar
associations, CPA chapters, estate planning councils, Professional Fiduciary
Association forums and AICPA national events. Josh has testified on prudent
governance practices before in the California Courts, the Texas Pension Review
Board and the Alaska Retirement Management Board. Josh has led governance
consulting engagements for the boards of public pension funds responsible for
assets in excess of $30b, foundation and endowment boards with assets in excess
of $250m and for individual trustees with modestly funded trusts.
Anodos has been providing fiduciary governance consulting to trustees since 2005, helping trustees reduce their personal risk and fulfill their fiduciary duties by developing and maintaining governance policies, procedures and practices which demonstrates the trustee has fulfilled each of their duties of care. Frequent areas of engagement include trustee fee studies, independent audits of investment managers/consultants, manager search engagements, expert testimony regarding trustee’s duties of care, performance audits (benchmarking studies), litigation and trial preparation. What makes Anodos unique is that governance consulting is all that we do. We do not manage money, sell insurance, or receive referral fees. Truly independent evaluation and governance support is all we do. We don’t have a horse in the race.