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21WA-0626: Easing the Stress of Settling an Estate (Webinar)

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

Thursday, April 29, 2021
9:00am - 10:00am Central Time
1 CPE (1 technical)

Easing the Stress of Settling an Estate

Finding relief for those who have just lost a loved one is an integral part of the CPA's role as a trusted advisor. Review the considerations of settling an estate including insurance and finance issues. Then, clarify the boundaries so you know when to involve or refer to an attorney.

Linda S. Geary, CPA, CESP -- Partner, The Geary Group PC, New Baltimore

Terri L. North - Legal Strategies, P.C., Shelby Charter Township

Major subjects

  • See Description

Learning objective(s)

  • Participants walk away with the latest technical and regulatory updates to help their practice become Future Ready

Who should take this program?

Sole and Small Firm Practitioners as well as small business owners

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
Financial planning
Field(s)
of study
Specialized Knowledge - Technical (1.0)
Level Overview
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.