CPE for CPA Today Estate Planning (Audio)

  • Credits: 1
  • Format: Self-Study Audio
  • Field of Study: Specialized Knowledge
  • Author/Speaker: Art Werner
Available Formats:        
Advanced Preparation: None
Experience Level: Basic 
Program Prerequisites: General Understanding of Estate Planning
Course ID: WR-131.22-SA
Published Date: April 2022*

During this course, we will look at the questions you should ask and identify with your client. This will benefit your ability to better understand your clients' needs and the reason for his/her decisions.

This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. By knowing your clients' background, you will better understand their needs and the discussions you may want to have with them.

During this course, we will look at estate planning and its benefits. Some of your clients may have already started this process, but most of you will experience the client has given this little thought.

Topics include:
  • Importance of Estate Planning
  • Asset protection

Learning Objectives:

After reading the course material, you will be able to:

  • Identify the benefits of estate planning.
  • Assist your client in forming an Estate plan.
Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships: