Kess on Financial and Estate Planning I: General Principles and Techniques
Sidney Kess & Barbara Weltman
The first in a three-part series on financial and estate planning, this course focuses on general topics of estate planning including:
Estate and client analysis
Gifts and charitable giving
Trusts, life insurance and annuities
Employee benefits
Transfers, will and marital deductions
Fiduciaries and post-mortem planning
Course Details
Price:$54.95 Field of Study: Taxation Prerequisites: None Level: Basic
Technical Requirements:
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Credit Available For:
Units
QAS
10 CPE
CFPTM (Accepted by the CFP Board)
5 CPE
Enrolled Agent (Accepted by the IRS)
10 CPE
CPE Accreditation
CCH Incorporated is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. NASBA phone number: 615-880-4200 Web site: www.nasba.org
CCH Incorporated is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. NASBA phone number: 615.880.4200 Web site: www.nasba.org
CCH Incorporated is a State Bar of California approved MCLE provider.
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