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

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

Course ID: Advanced Preparation: Experience Level:
WR-134.OD None Overview
Published Date: Program Prerequisites: Other Course Formats:
© Mar 2020 General 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)

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