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Is there any way to assure that I would be able to access the registered webinar?

When you register for any webinar, you receive an email confirmation with a link to join the webinar at the scheduled time. Also, the registered webinars are visible in you myCPE login in ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab myCPE recommends that you check your digital device is compatible with the GoToWebinar software prior to attending the webinar.

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How many CPE credits do I need to earn?

The number of CPE credits required purely depends upon your board requirements. If you’re a CPA, you can click here to know more about it. If you’re an Enrolled Agent or a Tax Professional, go to this page.

What is the different between CPE and CE credits?

CPE credits are governed by NASBA regulations and CE credits are governed by IRS regulations. Enrolled Agents, Enrolled Retirement Plan Agents and other tax return preparers approved by IRS are required to obtain CE credits. CPE credits are required for CPAs. We are approved by NASBA and IRS for publishing webinars for CPE and/or CE credits. Not all webinars qualify for CPE and CE credits. Therefore, each webinar mentions how many CPE and/or CE credits is it eligible for.

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NASBA Fields of Study

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State CPE Requirements

As the state CPE requirements vary from state to state, we recommend CPAs to follow their state requirements. click here to find out about the CPE requirements.

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Is myCPE a board approved platform?

myCPE is a NASBA & IRS approved continuing education platform. It means that the courses on myCPE are approved by NASBA, IRS, CFP, CMA, CTEC, IIA and other state accountancy boards. Subsequently, CPE/CE Credits along with the certificates that you get, are NASBA & IRS approved.

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How do I become a speaker on myCPE?

It’s one of our fundamental objectives to bridge the gap between the speakers and professionals. Although there are certain guidelines for becoming a speaker on myCPE, we welcome new speakers with open arms. Please drop us an email at andy@my-cpe.com if you’re interested in becoming a speaker on myCPE.

LEGAL AND FINANCIAL STRATEGIES FOR LEGACY PLANNING

4.7 (3)

Glen Wagstaff

Inter Vivos, PLLC

AFSP
CFP
CPA
EA
Tax Preparer
CPA/PFS
TEP
CTEC
CSA

Published: January, 2021

1.5 Credits

$15

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-00350-20-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0355)

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1.5 CPD credit (Verifiable) for CPA/PFS

1.5 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00350-20-S)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00350-20-S)

1 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 292383)

1.5 CE credit for Certified Senior Advisor (CSA)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Selfstudy Webinars

ppp loans- forgiven, but not forgotten

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retirement plan beneficiary disasters and how to avoid & fix them

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practical guide for understanding critical concepts of trusts and estates

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the secure act is now law: are you fully prepared? the ten-year rule – everyone needs to reconsider everything! a new presentation filled with fresh ideas

View Details

the efficacy and application of 30 common trusts

(5) View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

View Details

introduction to financial & estate planning for iras

View Details

how to accurately prepare the 709 gift tax return

(1) View Details

passive activity loss limitations: working with the complex pal rules & real estate tax issues.

View Details

pooled income funds: the best kept secret in planning from the shallow end to the deep end

(20) View Details

not your grandma’s crt: using charitable planning tools to solve business problems

(13) View Details

estate tax planning for a lower estate tax exemption

View Details

qualified business income deduction - everything you need to know

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caseview fundamentals

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ethics: 7 questions you must ask of every job candidate

View Details

You need to register for the webinar to watch the video.

Click Here to Register

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

Overview

Why should you be discussing Legacy Planning with your Clients?

3 mins
What Does Legacy Planning Consist Of?

8 mins
What does it take to Preserve a Legacy?

19 mins
Leaving Expressions of Love and Values

37 mins
Dynasty Trust Planning

52 mins
Purpose Based Planning

70 mins

Course Description

DID YOU KNOW – on average that most inheritances are gone within 5 years?

Clients usually believe that estate planning is only for the wealthy but this isn’t the case. Estate planning involves personal issues that affect everyone, even when the estate tax doesn’t apply. Strategies for clients have changed dramatically during these engaging times. Tax and financial advisors need to understand the best planning options available to clients for the short and long term planning time frame.

In this free CPE workshop we will cover the following topics to help you in having conversations with your clients about planning their legacy and establishing a multi-generational plan:

The Rockefellers – how they established a multi-generational wealth plan
The Immortal You – Here On Earth (Facebook, Digital media, business, etc.)
The Family Power Grid – the influences, relationships, and interactions of powerful families
Dynasty Trusts – Multi-generational property protection and limiting tax exposure
The Family Bank
Charitable Planning and Foundations

Glen Wagstaff, an experienced Estate Planning attorney, will be providing a workshop for Financial Professionals to help them guide their clients with strategies to discuss planning their legacy and establishing multi-generational wealth (The Rockefeller Strategy).

Learning Objectives

To recognize Estate Planning as a universal need
To identify how Rockefellers establish a multi-generational wealth plan
To recognize you as an immortal
To explore the family power grid
To explore how dynasty trust can be a multigenerational property protection tool