Estate and Financial Planning

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.

Learning Objectives:

• 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
  

Key Topics:

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

Designed for: CPAs, EAs, and other financial professionals

Level: Basic

Instructor: Arthur Werner

Developer: Arthur Werner

CPE Credits: 2.2

Area(s) of Study: Taxes - Technical