Select Estate and Life Planning Issues for the Middle-Income Client
Description
Objective
Understand various documents used in estate planning Identify use of trusts and other financial arrangements Know what issues clients confront, and potential solutions
Attendee Information
Michael Frost, CPA, Guy Schmitz
Required Knowledge
None
Credit Types
- CPE – Taxes
Event Code:PMI4-2027-01-WEBNR-33-01
Fields of Study:CPE - Taxes
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS188026: Registration – Member | Mem | $165 |
| WRS188026: Registration – Non-Member | NM | $325 |
The North Carolina Association of Certified Public Accountants 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.