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Webcast Acronym: LSPL



Webcast Title: Larry Stein’s Technical Strategies To Establish And Grow Your Eldercare, Retirement, And Estate Planning Practice


Recommended CPE Credit Hours: 8 CPE Credit Hours.


Highlights:


Come join Larry Stein as he discusses technical strategies and ideas to establish and grow your eldercare, retirement, and estate planning practice. Eldercare, retirement, and estate planning engagements will be highlighted and examined.


Learning Objectives:


Upon the successful completion of this webcast, the participants will be able to:


  1. Explain selected long-term care planning strategies.


  1. Explain selected IRA strategies.


  1. Explain selected estate planning ideas.


  1. Explain selected retirement planning ideas.


Major Topics:


  • Eldercare – Long-Term Care Planning And More.


  • Retirement Planning – IRAs, Qualified Retirement Planning, Reverse Mortgages, And More!


  • Estate Planning – Strategies For The Everyday Client.


  • Tax Form Compliance Issues – 1040, 1041, 709, 706, Etc.


  • The Impact Of The Windsor And The Perry U.S. Supreme Court Cases.


  • Standards, Resources, 529 Plans, Life Insurance, Long-Term Care Insurance, Living Trusts, And More!



Designed For: CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation, estate planning, eldercare, and retirement planning.


NASBA Fields Of Study: Management Advisory Services.

Level: Intermediate.

Presentation Method: Live Webcast Lecture With Questions And Answers..

Recommended CPE Credit Hours: 8 CPE Credit Hours.

Advanced Preparation: Basic knowledge of federal taxation and estate planning.


Texas Registration: 009838


“I have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of my CPE program.”


Larry Stein CPE Live Webinars
ID# 109111
Lawrence J Stein
9620 NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group Internet-Based



Larry Stein CPE Live Webinars 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org






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