Free Resources For Tax And Financial Professionals
Class description: 2021 Wealth Transfer Planning for IRA Accounts
A4A Launches 12-Credit Financial Counseling Course
This is a survey course on intergenerational transfers of property, focusing on what investment advisors need to know about trusts and estates. It covers a broad swath of topics, including:
• legal definitions and principles of trusts and estates
• principles of property ownership
• probate basics
• federal versus state laws
• types of trusts and bequests
• titling of assets
• trust accounting concepts
• key trust clause
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession.
This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.
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fantastic
Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate