21WA-0507: Understanding the Entities: Planning and Compliance (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Wednesday, April 21, 2021
3:00pm - 4:55pm Central Time
2.2 CPE (2.2 technical) | 2 IRS CE
In this course, the first in the series, practitioners will learn about Trust and Estate Planning. The purpose of this lecture is twofold: 1) to expand a practitioner's knowledge-base, promoting growth of business and 2) to educate practitioners on how to provide comprehensive financial advice and planning strategies.
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
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Client Planning: Estate, Financial, Asset Protection
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Fiduciary Income Tax Compliance
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Probate
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Key Players in a Trust
Learning objective(s)
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List and define key terms as they pertain to financial planning
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Differentiate Federal and State definitions related to estate planning
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Interpret Trust implications with regards to financial protection
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Explain the most beneficial courses of action for clients, aiding them in navigating their Trust and Estate Planning
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
|
 Standard Nonmember Fee |
$79.00
|
