There Is No Other Hand: My Estate Planning Beliefs and Philosophies

  • Accountant
  • AFSP
  • CRTP
  • CFP (US)
  • CPA (US)
  • CVA
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • MRTP
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • CFIRS
  • CWS

Published: December, 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

Overview

  • Why this topic?
    2 mins
  • 7 Reasons why people hate estate planning
    12 mins
  • Stop the insanity and confusion
    21 mins
  • What is this will and how can it help?
    31 mins
  • Cost of estate planning
    39 mins

Course Description

Benjamin Franklin once said, “If you fail to plan, you are planning to fail.”

Life presents all of us with circumstances – some good – some bad. We all believe that we will live forever, healthy and vibrant, yet, life as some of us know it throws us all curveballs. Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for planning our futures.

You work hard throughout your life building assets. And you probably do this to ensure financial safety and security for your loved ones. But what would happen to these assets on your sudden demise? Have you given a thought to it?

That’s where estate planning comes into the picture.

Estate Planning is not only for the Rich and the Old. And it is not an exercise to be looked after post-retirement.

Why bother with estate planning?

It is easy. You get to plan where your money goes. How it gets invested. How to minimize tax implications and heaven forbid at time of incapacity or death, someone else gets your money other than Uncle Sam.

The goal here is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.

Estate planning involves some considerations: lifetime planning and testamentary planning.

Unfortunately, individuals do not enjoy speaking about planned death as the thought makes them very anxious. Yet, good planning when conducted correctly will help individuals with or without large amounts of wealth with plans for stable income during their sunset years.

Learning Objectives

  • To discuss the documents required for planning.
  • To analyze where, when, why, and how to begin the process.
  • To inspect who to call and how to trust someone else with your investments.
  • To compare and contrast the different options available for your investments.

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.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • 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
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Estate Planning for Wealth Management Certified Professional (WMCP)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CPE Credit of Estate Planning for Retirement Income Certified Professional (RICP)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00803-21-S)
  • 1 CPE Credit of Estate Planning for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Estate Planning for Chartered Financial Consultant (ChFC)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPE Credit of Estate Planning for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0746)
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Estate Planning for Certified Financial Planner (US) (Approval No. 298690)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-01031-22-S)
  • 1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit of Taxes for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Taxes for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00803-21-S)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00803-21-S)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • 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

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Ratings and Review

4.1

32 Ratings

Excellent

12

Very Good

12

Average

6

Poor

2

Terrible

0

SS

Stefanie Steinhofer, Accountant, EA

Dec 30th, 2021

The presenter was knowlegeable and effective by sharing real-life experiences. However, the quiz had a few questions that I do not believe were covered in the 1-hour material.

JB

Jacquelyn Brennan, EA

Dec 28th, 2021

It was not what I was expecting, but it was fine for what it was.

JE

Jeffrey Ehrlich, CPA (US)

Dec 29th, 2021

There was a lot of talk about why people don't do estate planning. I was looking for more of the specifics on creating an estate plan.

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