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20WX-2838: At Capacity: The Tough Questions (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Tuesday, March 23, 2021
12:30pm - 1:30pm Central Time
1 CPE (1 technical)

Eldercare capacity issues can be complex to address. We tackle the difficult questions like identifying if your client has diminished mental capacity, your legal obligations when trying to engage and help this client, and how to work with family members or those with power of attorney without breaking client confidentiality.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • What is diminished capacity/incapacity
  • What to do if you have concerns
  • How to prepare your files while clients are competent

Learning objective(s)

  • After attending this presentation you will be able to help attendees prepare for, identify and respond to the needs of clients with cognitive challenges.

Who should take this program?

CPAs, Attorneys, Enrolled Agents, Trustees, Others with Fiduciary Responsibility

Fees

Our records indicate you are a nonmember. If you register, you will be charged $39.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $39.00
checkmark Standard Nonmember Fee $39.00

More program information

Location Online
Area
of study
Practice management
Field(s)
of study
Specialized Knowledge - Technical (1.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.