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November 15, 2011 AICPA Webinar on Client Review Meeting Essentials - Emil Estafanous, CPA : Emil Estafanous, CPA

November 15, 2011 AICPA Webinar on Client Review Meeting Essentials

Date:  Nov 15, 2011 during 3:30 pm e.t.
Duration:  1 hour
Speakers:  Lisa Featherngill, Robert Keebler, Martin Shenkman, Scott Sprinkle

2011 has positively proven to be a scattered year. Year-end is a well-suited time for CPA financial planners to assistance clients make vicious financial and estate formulation decisions and take advantage of income taxation and estate formulation opportunities as a year comes to a close. Turmoil and doubt need a two-pronged formulation approach: (1) artistic planning; and (2) clever monitoring and administration of existent plans. Practitioners should inspire clients to come in for year-end formulation meetings though afterwards inspire maintain and upkeep of existent formulation to strengthen resources from a heightened lawsuit risks retrogression brings, and secure taxation and other formulation objectives.

During this web seminar, a row walked people by all of a elements that need to be lonesome in an annual customer examination assembly to safeguard that all areas of a client’s plan, including item word (which each customer should address), estate, retirement, tax, investments and insurance, are scrupulously covered. Topics included:

  • Assuring correspondence with terms of trusts
  • Adhering to entity formalities to safety item word and taxation benefits
  • Dealing with mercantile turmoil
  • Modifying formulation to residence ever changing laws
  • Revising devise for altered circumstances
  • Integrating new formulation techniques
  • Organization of essential documents
  • CPA as quarterback for a advisory group – operative with other advisors
  • Ensuring a customer takes movement on implementing recommendations

Anyone might attend this convention for giveaway but receiving CPE credit. The cost for non-AICPA members to attend and accept CPE credit is $75. The cost for AICPA members to attend and accept CPE credit is $65. The cost for PFP territory members (inclusive of PFS credential holders) and Tax territory members to attend and accept CPE credit is $50. CPE credit will be accessible for squeeze as late as dual weeks after a event.

Webinar Presentation | Presentation Materials | The CPA’s Guide to Financial Estate Planning

About Emil Estafanous, CPA
Certified Public Accountant (CPA) Tax Professional committed in representing taxpayers and resolving their tax problems.

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