CPE for CPA Today - Understanding the Methodologies of Transfer (scheduled webinar)

  • Credits: 1
  • Format: Scheduled "Live" Webinar
  • Field of Study: Specialized Knowledge
  • Author/Speaker: Werner | Rocca
Course ID: Advanced Preparation: Experience Level:
WR-134.LW None Overview
Published Date: Program Prerequisites: Other Course Formats:
© April 2020 Understanding of Management OnDemand Webinar | Live Webinar


Here will focus on distribution planning, how do we transfer wealth between one individual to another individual in any conceivable way such as wills, trusts, at the time of death.

Who Should Attend:

  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Return Preparers (TRPs)

Qualifies and Approved with All State Boards of Accountancy and the following sponsorship’s: