Estate and Financial Planning: Latest Topics and Best Techniques

  • Accountant
  • AFSP
  • CRTP
  • CPA (CA)
  • CFE
  • CPA (US)
  • CVA
  • CFA
  • EA
  • ORTP
  • TEP
  • ChFC
  • CSA
  • MRTP
  • ERPA
  • FSCP
  • CASL
  • RICP
  • WMCP
  • CIPM
  • CWS

Published: November, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • Changes in Landscape
    25 mins
  • Bridging Services
    28 mins
  • Primary Planning Issues for All Clients
    48 mins
  • Estate Tax Issues
    75 mins
  • Traps, Pitfalls, and Tips in Plann
    88 mins

Course Description

The landscape of individual clients seeking accounting, tax return filing, and other related services is shifting sharply. Seeking a single primary point of contact, the individual clients now seek full-scale specialized services for tax, estate, retirement, financial, and risk planning that help save them a lot of hassles for the long term with specialized advisory.

In this situation, the CPAs, EAs, and other tax providers are pushed to expand their portfolio of services. However, providing these services comes with a lot of challenges as well as perks. This online CPE webinar on taxes conveys why is it important for a professional to include services such as financial planning and estate planning into their portfolio. This Online CPE webinar on Taxes offers the best techniques for incorporating Estate and Financial Planning into your practice. In addition to learning these techniques, you’ll discover the “why” behind the importance of adding these elements to your practice as well as how to broaden its growth. Did you know CPAs or EAs may charge premium rates for Estate and Financial Planning, better than rates charged for tax returns?

During this course, Shelli Huston will discuss tax strategies for you to assist your clients in meeting their goals and securing their future. 

This Online CPE webinar on Taxes covers the following Key Topics:

  • Shifting landscape of Individual clients for CPAs
  • The integrated triangle of financial planning 
  • Primary planning issues for all clients
  • Implementing the process
  • Estate Planning issues
  • Traps, Pitfalls, and Tips: Estate and Financial Planning

This webinar helps certified public accountants (CPAs), CFPs, and other accounting professionals and tax practitioners navigate tax and planning regulations and strategies to achieve financial planning wins for their clients.

Learning Objectives

  • To identify clientele Estate and Financial Planning products 
  • To recognize planning options best suited for clients’ financial needs 
  • To recall effective planning strategies for meeting clients’ long-term retirement goals 

Recommended For

  • This Online CPE webinar on Taxes is recommended for CPA, CVA, PFS, ChSNC, and Other Accounting, Tax, and Finance Professionals who desire to provide the best estate and financial planning to their clients.

    Who Should Attend?

    • Accountant
    • Accounting Firm
    • Accounting Practice Owners
    • Bookkeeper
    • CFO/Controller
    • Chief Accounting Officer
    • Cloud Accountants
    • CPA (Industry)
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Enrolled Agent
    • Entrepreneurial CPA
    • Maryland Tax Preparers
    • Oregon Tax Preparers
    • Staff of Accounting Firm
    • Tax Accountant (Industry)
    • Tax Attorney
    • Tax Director (Industry)
    • Tax Firm
    • Tax Managers
    • Tax Practitioners
    • Tax Preparer
    • Tax Professionals
    • Tax Pros
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 2 CE Credit for Certified Senior Advisor (CSA)
    • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
    • 2 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0208)
    • 2 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
    • 2 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00199-20-S)
    • 2 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
    • 2 CPD Credit for Trust and Estate Practitioners (TEP)
    • 2 CPE Credit for Certified Fraud Examiner (CFE)
    • 2 CPE Credit for Certified Valuation Analyst (CVA)
    • 2 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00199-20-S)
    • 2 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00199-20-S)
    • 2 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
    • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 2 CE Credit for Certified Wealth Strategist (CWS)
    • 2 General Credit for Accountant/Bookeeper
    • 2 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-01145-22-S)
    • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)
    • 2 PL Credit for Chartered Financial Analyst (CFA)
    • 2 CPE Credit for Chartered Financial Consultant (ChFC)
    • 2 CPE Credit for Financial Services Certified Professional (FSCP)
    • 2 CPE Credit for Chartered Advisor in Senior Living (CASL)
    • 2 CPE Credit for Retirement Income Certified Professional (RICP)
    • 2 CPE Credit for Wealth Management Certified Professional (WMCP)
    • 2 PL Credit for Certificate In Investment Performance Measurement (CIPM)

    Additional details

    • Course Level :
    • Credits :
    • Instructional Method :
      QAS Self Study
    • 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:


    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


    About Presenter

    Shelli Huston, CPA, MS

    Owner, Werner-Rocca Seminars. Ltd

    Shelli Huston is an Oregon native. She attended Warner Pacific College where she received a Bachelors in Business with an Emphasis in Accounting. After obtaining her CPA's license, she continued on to Golden Gate University where she received her Master's Degree in Taxation.

    Shelli worked in a small tax firm for many years. In 2006, she opened up her own tax and accounting firm. She has watched her business grow and expand to include teaching and writing. Shelli has over 20 years of experience in personal, business, estate, trust, and gift taxation, as well as QuickBooks and payroll. She enjoys working with clients of all types and small businesses, especially new businesses.

    Shelli is passionate about the importance of being the best professionals we can be. This profession comes with an inherent integrity that takes work to uphold. Through her participation in education, she is excited to assist in upholding the professionalism of the accounting and tax profession.

    About Company

    Werner-Rocca Seminars. Ltd

    Werner-Rocca Seminars, Ltd., is the premier company in the United States providing Continuing Professional Education to CPAs and other financial professionals.  Specializing in the areas of Estate Planning, Financial Planning, Asset Protection Planning, Retirement and Fringe Benefit Planning, and Tax Planning, Werner-Rocca Seminars provides "Cutting-Edge CPE"​ training in many different educational formats.  These formats include live seminars, video streaming through the internet, and self-study.


    FAQs content

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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.
    • 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.

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    10 Ratings



    Very Good








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