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21WA-0461: Estate and Financial Planning (Webinar)

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

Monday, April 19, 2021
12:00pm - 1:50pm Central Time
2.2 CPE (2.2 technical)  |  2 IRS CE

Did you know CPAs or EAs may charge premium rates for Estate and Financial Planning, better than rates charged for tax returns?



This course offers the best techniques for incorporating Estate and Financial Planning into your practice. In addition to learning these techniques, you'll discover the "why" behind the importance of adding these elements to your practice as well as how to broaden its growth.



Learning how to expand your practice with Consulting and Planning as leading components of your business will provide the "team approach" clients are seeking.



Please Note: If you need credit reported to the IRS for this IRS approved program (2 hours only), please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Major subjects

  • Total Planning: Estate, Financial, Asset Protection
  • Changes in Landscape
  • Bridging Services
  • Client Issues: LIIIVES

Learning objective(s)

  • List and describe Estate and Financial Planning products to clientele
  • Discuss planning options best suited for clients' financial needs
  • Interpret effective planning strategies for meeting clients' long-term retirement goals

Who should take this program?

CPAs, EAs, and other financial professionals

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (2.2)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
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.