The CPA as a "trusted advisor" and confidant to his or her clients can be an effective, productive catalyst for integrated "Family Wealth Planning". This is a clear practice development opportunity for CPAs in an uncertain economy where there is confusion and uncertainty about the Federal estate tax.
Learn the 12 top estate and wealth planning issues that deserve attention in the development of any estate plan, and consider these issues in a review of real-life case studies evidencing the important role the CPA can play in conjunction with legal counsel and other financial advisors.
This 2-hour course is a great overview of the area and provides an introduction to Owen's coming 4-hour courses on "Playing the Valuation Game" and "Effective Uses of FLPs, LLCs and S Corporations in Wealth Preservation"
Who Should AttendCPAs and other financial advisors interested in developing a practice in assisting clients in Family Wealth Planning
Instructional MethodGroup: Internet-based
NASBA Field of Study
Taxes (2 hours)