Understanding Trusts: Leveling the Playing Field (ondemand)

  • Credits: 2
  • Format: OnDemand® Webinar
  • Field of Study: Federal Tax Update
  • Author/Speaker: Anthony Rocca
Course ID: Advanced Preparation: Experience Level:
EWTFM-U-01716-21-O | 6233-CE-0440 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© Jun 2013 General Understanding of Taxation Video | Audio | Live Webinar

Many practitioners would like to develop an estate planning practice. The problem that many of these individuals face when taking an estate planning CPE course is that they cannot find a course that explains the basics of the topic in a manner that can be applied to practice development and practical ideas. By the end of the course, the “playing field” will begin to be “leveled” between those individuals who practice in this area and those who desire to do so.


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: