On Demand1.5 CE Credits
Incapacity and Postmortem Estate Planning
Hosted by Association of International Certified Professional Accountants (AICPA & CIMA)
Dates TBD Online / Virtual
Finance & Insurance
About This Event
This self-study CPE course helps financial planners and CPAs support clients with incapacity and postmortem estate planning. Topics include guardianship alternatives, powers of attorney, postmortem tax elections, estate valuations, and special considerations for blended families and noncitizen spouses.
Topics Covered
Leadership & Management
Practice Management / Business
Regulatory & Legal
Risk ManagementDocumentation Standards
Registration & Fees
Continuing Education
1.5 CE Credits
Accredited by: NASBA
The American Institute of Certified Public Accountants is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. AICPA sponsor number National Registry: 141642; Illinois: 158-000880; New Jersey: 20CE00029900; Pennsylvania: PX-177106; Texas: 000215; All others: A-0001.
Who This Event Is For
Industries
Finance & Insurance