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Why this topic8 mins
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What is an estate plan?16 mins
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Estate settlement funnel28 mins
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Understand the documents required for planning38 mins
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Provide funds required to maintain heir's standard of living57 mins
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Qualified retirement plans71 mins
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- Course Qualification
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- Faq
Course Description
Course Description
Have you considered what will happen to your money after you’re gone?
Plenty of people focus most of their energy on making more money now, and for good reason. Estate planning tends to take a backseat to seemingly more pressing matters of the here and now.
But you can’t live forever, so you need to make some vital financial and personal decisions now. There’s no better time than right now to begin developing your estate plan.
Estate planning provides families a great opportunity to be prepared for unexpected incapacity and death.
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.
Simply put, why bother with estate planning – easy, you get to plan where your money goes, how it gets invested, how to minimize tax implications and heaven forbid, incapacity or death, someone else gets your money other than Uncle Sam.
Estate planning has many intricacies that many including clients do not want to deal with. As a tax planner or someone involved with those that seek retirement, future planning is crucial for creating liquidity and a legacy and this CPE course on estate planning helps you deal with that.
An estate plan can include many different types of documents, including wills and trusts. There are so many different tools that will allow you to have a comprehensive and customized estate plan.
This estate planning CPE webinar is meant to illustrate the tools to handle the estate planning process and review some challenges.
Learning Objectives
- To discuss some of the estate planning techniques used by experts.
- To compare and contrast methods for avoiding common mistakes.
- To develop checklists, and samples of relevant documents to help you perform estate planning professionally.
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 with its Tools & Techniques.
Who Should Attend?
- Annual Filing Season Program
- Bookkeepers & Accountants & Tax Preparers
- 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
- Trust & Estate Tax Professional
- Young CPA
Course Qualification
Webinar Qualifies For
- 1.5 CE Credit for Certified Financial Planners Canada (CFP Canada) (Approval No. 298688)
Presenter
About Presenter
Drew Stevens
CEO and Leadership Change Expert Stevens Performance
▶︎ DREW’S 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘: With over 35 years of professional business experience working with both Wall Street and Main Street businesses, I provide three instant methods that lead to personal transformation, top line growth and business success. I work with founders and senior leaders of middle market organizations to scale the business and transform into a wealthy profitable organization.
▶︎ 𝗞𝗘𝗬 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 OFFERED:
I offer a number of core corporate solutions to middle market companies that include but are not limited to:
- Strategic Planning and Implementation
- Process Improvement
- People Enhancement and Coaching
- Revenue Operations Remix
Working individually with founders and senior leaders I offer:
- Estate Planning
- Financial Planning
- Investment Analysis
- Financial Pathways
▶︎ WHY WORK WITH DREW: Drew Stevens has over 30 years of sales, marketing and customer services expertise as well as Wall Street experience. Drew has worked with middle market special and turnaround situations, to affect change, propagate growth, and transition the business. During his tenure, helps to scale revenue, and then assists organizations with scales, exit or merger. Drew’s strategic planning and revenue expertise lending have led to assisting organizations in achieving over $11B during his 25-year tenure.
▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: Dr. Stevens has been a CEO and COO for a myriad of private companies. His accomplishments include, alleviating process inefficiencies by 33%, implementing revenue operations effectiveness including sales, marketing, customer service and product development. He completely overhauled the revenue operations to help reduce churn by 40%, increase customer service by 31% and increase sales conversion by 71%. Created and implemented processes to transform a cash transactional system to a $100MM SaaS implementation.
▶︎ 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧'𝗦 𝗦𝗔𝗬: “Drew is the wizard of revenue. Unlike others that charge by the hour and take forever to create a solution, Drew’s value is working quickly to discover the issue, make recommendations and implement. The work with Drew is unmatched. “Ted Owner of a Financial Technology Firm
▶︎ DREWS 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: I have excelled in strategic planning, revenue operations and financial success for over 35 years. My work with middle market organizations and their senior leaders and founders has helped to produce over $11B in new revenue. My competitive differentiation is getting you personally or your organization the edge it needs to get financially strong.
Faq
FAQs content
- To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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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.
$15
1.5 Credits
Subject Area
Taxes
