CPE for CPA Today - Traps and Pitfalls in the Estate Planning Process (ondemand webinar®)

  • Credits: 1
  • Format: OnDemand Webinar
  • Field of Study: Specialized Knowledge
  • Author/Speaker: Werner | Rocca

Course ID: Advanced Preparation: Experience Level:
WR-135.OD None Overview
Published Date: Program Prerequisites: Other Course Formats:
© April 2020 General Understanding of Management OnDemand Webinar | Live Webinar


Here we will focus on traps and pitfalls, the problems that a client faces as they decide how to do a total plan as they incorporate estate and asset protection issues. We can spend many hours talking about the various different traps and pitfalls, but today we are going to focus on six (6) specific traps and pitfalls that we find to be very common in the initial phases of estate planning and show you how that is done with a client.

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: