Phil Roitman emphasizes his practice in estate and wealth transfer planning, probate and trust administration, planning for clients with disabilities and special needs, business succession planning, and income tax planning. Phil works with families, business owners, executives, and other high net worth individuals to identify their financial and estate planning goals, and focuses on protecting the value of their assets.
Planning for Clients with Special Needs
With this two-hour course, you will:
- Learn why, how, and when to use special needs trusts
|EA||2 Federal Tax|
|CRTP (CTEC)||2 Federal Tax|
|Attorney||1.5 General MCLE|
Course level: Intermediate
General knowledge of estates and trusts is required.
Attendees of Spidell's 2017 Estate and Trust Seminar, Live or On-Demand Webinars, and Self-Study are not eligible for this course.
Want to order by phone? Call us at: (714) 776-7850
You must have computer speakers to listen to this webinar
This webinar is designed to meet the requirements for 2 hours of continuing education for CPAs, 2 hours of Federal Tax for EAs and CRTPs, and 1.5 hours of General MCLE credit for attorneys. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury's Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, Inc. 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 2 hours of continuing education for the California Board of Accountancy. Intermediate Level. Field of Study: Taxes. Delivery method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. General knowledge of Estate and Trusts is required.
Write a reviewYour Name:
Your Review: Note: HTML is not translated!
Rating: Poor Excellent
Enter the code in the box below:
Note: The code is case sensitive