California Forum for Accountants – Full 7-Part Series
June 16, 2016
Engaging Clients with Real Estate – One Man’s Trouble is Another Man’s Opportunity
June 21, 2016
Trustee Training – Rights and Responsibilities – Kim and Steve
$25.00
A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting, and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kimberly Vawter, Esq. and Stephen Mancini, Esq.
Click play to watch a short video about ‘Trustee Training – Rights and Responsibilities’
A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting, and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kimberly Vawter, Esq. and Stephen Mancini, Esq.
Click play to watch a short video about ‘Trustee Training – Rights and Responsibilities’
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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$75.00How do you create a message for yourself and/or your firm that causes the listener to want to work with you? Many times the way we, as professionals, use words and phrases are generic and can be used across the board by other organizations and firms. Does your message include ways to communicate your unique difference amongst competitors? Are potential clients able to identify who you are, why you do what you do, and the things that make you ideal for them? Or create a desire in them to want to work with you? This session will teach you the why and how on forming this type of message.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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Click here to watch a short video on The Compelling Message.
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The 4 Essential Elements Your Future Practice Needs to Survive and Excel
$0.00Join us for this complimentary 30 minute webinar “The 4 Essential Elements Your Future Practice Needs to Survive and Excel” – where you will learn how you can immediately implement three elements into your practice to generate and sustain more revenue.
Learn What You Can Immediately Implement into Your Practice to Help Clients and Generate Revenue
(Purchase of this product will include a Video recording, a PDF copy of the presentation, and associated documents.)
Presented David K. Cahoone, Joe Strazzeri, Steve Mancini and Shelley Lightfoot
