- NY Credits : 8.0
- TX Credits : 8.0
- IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 8.0
- IRS Non-Credentialed Return Preparer Credits : Federal Tax - 8.0
Checkpoint Learning
Course Detail
What happens when our client passes away? Do we lose a client or gain a new one? In this webinar, we will take an in-depth look at estates and trusts. Topics include:
By properly understanding and handling these issues, the tax professional can become the “go to” person for estate planning attorneys and financial advisors.
THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.
Instructor: Brian Eisenmenger, CPA, MST
Instructor assignments are fluid and subject to change
Please see outline below for webinar break schedule.