Certified Public Accountants

We are a Continuing Professional Education Program Sponsor licensed by the Pennsylvania State Board of Accounting. The current courses listed below are scheduled from time to time. You can also contact us to provide these courses, or other topics of interest, for your firm.

  • Exit Strategies (1 hour or 2 hours)
  • Estate Planning in Times of Uncertainty (2 hours or 3 hours)
  • Estate Planning Issues for Parents of Children with Special Needs (2 hours)
  • Long Term Care (3 hours)
  • Maximizing Your Retirement Plan Savings (3 hours)
  • Opportunities in Estate Planning for CPAs (16 hours)
  • Opportunities in Business Succession Planning (16 hours)
  • Truth About Estate Planning (2 hours or 3 hours)
  • Successor Trustees and Administration (2 hours)

 

Basic Series

  • Wills and Revocable Living Trusts
  • Disability Planning
  • Irrevocable Life Insurance Trusts
  • Funding / Titling of Property
  • Collaborating with an Attorney

Intermediate Series

  • Asset Protection Basics
  • Special Needs Trusts
  • Medicaid Planning
  • Federal Estate Tax Basics
  • Form 706 - Estate Tax Returns

Advanced Series

  • Offshore Planning
  • Formula Funding Classes
  • Charitable Trusts
  • Gifting Strategies
  • Family Limited Partnerships

Others

  • Estate and Trust Settlement
  • Business Planning
  • Buy-Sell Agreements
  • Retained Income Trusts
  • Plus many more...

  Created and Maintained by WSI.
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