Kess on Financial and Estate Planning II: Special Situations
Sidney Kess & Barbara Weltman
This course, the second in a three-part series on finacial and estate planning, discusses situations that call for special attention in the financial and estate planning process. Topics discussed include:
Planning for certain types of professionals including executives, ranchers, and farmers
Planning for types of business ownership: corporation, partnership or sole proprietor
Planning for a change in marital status: marriage, divorce or separation
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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