Mastering Legal and Financial Planning Strategies

  • CPA (US)

Published: November, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • What does Business Planning Consist of?
    7 mins
  • Consider the Perspective
    34 mins
  • The 5 D's of Business Succession
    63 mins
  • What does Incapacity Planning Consist of?
    92 mins
  • Medicaid Spenddown Planning
    129 mins
  • Why should you be discussing international Planning with your clients?
    160 mins
  • child Protection Planning
    196 mins
  • What does our US Tax System Consist of?
    239 mins
  • ERISA & Retirement Planning
    283 mins
  • What to Look Out For
    335 mins
  • Types of Legacies
    402 mins
  • Leaving Life Stories
    437 mins

Course Description

Legal and financial planning are considered to be some of the most complex subjects for modern-day management. This Full-day online CPE webinar attempts to cover some of the strategies required to excel as an accountant, tax professional, or finance professional, while you help your clients to manage a business, incapacity, immigration status, taxes, assets, legacy, and more.

Businesses and individuals are pushed to plan and manage for short as well as long-term planning as financial transactions increase in complexity. Such planning includes business continuity, long-term business plans, the success of the core management team, minimizing the tax payments, and others. Individual planning affected with this include tax planning, financial planning, medical fitness and care, estate planning, citizenship status such as immigration, incapacity planning et. al. This online CPE/CE course attempts to answer the questions of the Accounts, Tax, and/or Finance Professionals to deal with how best to serve the clients in different situations. 

Stringent tax compliance requirements push business owners to prepare themselves with identifying tax-saving ideas and options, making the importance of business tax planning a key consideration. This course on taxes focuses on providing the full gamut of tax overview for different business structures. Tax professionals can pick and choose their specialization or the focused group based on their experience and expertise to improve their business horizons.

The possibility that anyone may be pushed to deal with incapacity circumstances cannot be ruled out. No one is absolutely risk-free from the concerns of incapacity planning. The best way to protect your assets and well-being is to protect your assets and long-term care, and have a plan ready for incapacity and crises. 

The US attracts immigrants from around and world. Their variety of needs for financial and tax planning attracts a good business opportunity for tax professionals such as immigration tax planning. Avoiding surprises and optimizing the tax benefits through proper planning is one of their core needs opens up a hidden market for the tax professionals to focus on. Asset protection strategies are critical to all financial plans. This course covers the aspects of having a conversation with your clients about legal aspects of business planning. 

Estate and legacy planning are the need of the hour for everyone. The planning strategies have changed dramatically during trying times. Tax and financial advisors need to understand the best planning options that can be available to the clients for the long as well as the short-term planning horizon.

In this online CPE/CE Course, the learned speaker Glen Wagstaff will help understand the changing scenarios for the professionals and identify the financial and legal strategies optimizing the results with the following Key Considerations:

  • Business structure, Asset and liability protection, Intellectual Properties, Strategies for business having employees, and Business Succession Planning for legal and financial planning
  • Asset Protection Strategies in incapacity planning: Preplanning versus Crisis Planning 
  • Healthcare, insurance, and immigrants including deportation issues related to family, property, and business
  • International property and requirements of planning for immigrants
  • Tax issues, estate planning for immigrants and immigrant business owners
  • Business structures & their impact on tax planning, common mistakes in tax planning, and Using family-owned businesses for income shifting and tax planning
  • Identifying the role of the attorney for tax planning, and Retirement Planning Strategies
  • Understanding asset protection principles – Privacy, Fraudulent Transfers, Separation of Assets (Legal Walls), Forum (Jurisdictional) Shopping, Bargaining Power, and Exemption Planning
  • Liability Planning for Professionals and using services of an attorney to build financial plans. 
  • How Rockefellers established a multi-generational wealth plan
  • The Family Power Grid: the influences, relationships, and interactions of powerful families
  • Dynasty Trusts: Multi-generational property protection and limiting tax exposure

This Online CPE course on Taxes is going to be a very attractive webinar, especially for the professionals who are practicing in or planning to develop and grow business in one of the niches.

Learning Objectives

  • To identify the relationship between Business Structures & Tax Planning, and recognize common mistakes that Business Owners make in structuring their business
  • To explore Asset and Liability Protection, and discover ways to protect and plan for intellectual properties
  • To recognize the importance of Incapacity Planning in protecting assets, legal documents and consequences, preplanning, and crisis planning with the assistance of estate planning attorneys 
  • To recognize the US as a hidden market for immigrant financial professionals and recognize issues for immigrants like international law especially deportation and family –property-business, taxes, business, property, etc. that affect estate planning 
  • To recognize key asset protection principles and have an overview of various strategies that can be incorporated into financial plans
  • To identify how Rockefellers establish a multi-generational wealth plan and how dynasty trust can be a multigenerational property protection tool for creating a customized legacy plan

Recommended For

  • This Online CPE webinar on taxes is recommended for CPAs and Accounting Firms who wants to expand their business practice in supporting their clients’ financial planning.

Who Should Attend?

  • Accounting Firm
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 9 CPE Credit of Taxes for Certified Public Accountants (CPA-US)

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#: 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:


About Presenter

Glen Wagstaff

Managing Partner, Inter Vivos, PLLC

Practicing Attorney specializing in niche areas of Estate Planning and Probate law. Founding Member and Managing Partner of Inter Vivos, PLLC

Financial Consultant with experience in client relations, personal financial planning, group presentations, hiring interviews, and client consultations. 

About Company

Inter Vivos, PLLC

Our Mission:

To provide every family with access to quality estate planning that they can afford specific to their needs

Our Vision:

As a firm Inter Vivos, PLLC intends to become the first internationally recognized brand in quality estate planning services and to establish itself as an international law firm with offices in all fifty states and around the world. Inter Vivos intends to redefine the estate planning industry by carving out a new role for estate planning practitioners in niche planning within a troubled industry. By joining efforts, resources, and philosophies the firm as a whole will redefine the practice of law within estate planning by creating a new competitive model for practitioners within the industry.

Our Business Philosophy:

We Believe In:

  • Providing the highest quality of plans available at a reasonable cost
  • Maintaining long term meaningful relationships with our clients;
  • Working hand in hand with other professionals to provide a comprehensive planning experience which addresses a client’s holistic financial and legal situation;
  • Maintaining the integrity of legal practice within estate planning by providing ethical and affordable representation without condoning alternative solutions within the industry which would constitute the unauthorized practice of law;
  • Providing specialized representation rather than wandering into many separate areas of legal practice;
  • Providing adequate planning for any given client situation by providing affordable payment options without compromising the cost of those options; and in
  • Providing a platform for the dignified practice of law and a prosperous lifestyle to professionals working within the industry.

Our Approach to Planning:

A Life Plan

The greatest benefit of proper planning for most families is in protecting them against the risk of incapacity. Proper planning designates someone to manage affairs in your absence for when you are still alive but unable to do it for yourself.


A Transfer Plan

There are many costs which can affect the value of your estate and what is left to your heirs. A proper plan minimizes those costs by avoiding probate, planning around taxes, and properly funding entities.


A Family Plan

For many families the greatest concern after their passing is in making sure that everyone still gets along. Proper planning should incentivize proper behavior, avoid conflicts, and pass on your values to future generations.



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.
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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.
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Ratings and Review


5 Ratings



Very Good








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