September 21, 2020 8:00am – 3:30pm

How to Settle a Client's Estate

Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests.

This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.

More Information

Phoenix
Taxation
8
September 21, 2020 8:00am – 3:30pm

Webcast: How to Settle a Client's Estate

Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests.

This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.

More Information

Webcast
Taxation
8
September 22, 2020 8:00am – 3:30pm

The Complete Trust Workshop

The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times.

The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform.

More Information

Phoenix
Taxation
8
September 22, 2020 8:00am – 3:30pm

Webcast: The Complete Trust Workshop

The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times.

The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform.

More Information

Webcast
Taxation
8

Need assistance to find the right mix of CPE to meet your CPE requirements and to fit your professional development needs? Contact the ASCPA to assist you in planning your CPE schedule at (602) 324-6042 or by email.