Total Credits: 1 including 1 Specialized Knowledge - Technical
This course will outline what a CPA should and should not be doing to assist their clients in the administration of trust including extra services such as bill paying, record keeping, and surrogate decision makers.
Important Course Information_Read First (487.5 KB) | Available after Purchase |
Slides Handout (391.6 KB) | Available after Purchase |
Raymond T. Rowe is both a registered Certified Public Accountant and an Attorney and practices law in Troy, Michigan. His practice concentrates on tax planning, tax audits, tax collections, estate planning and business matters. He graduated from Wayne State University in 1968, with a Bachelor of Science in Accounting and in 1970, with a Juris Doctorate, Magna Cum Laude from Wayne State University Law School.
He is a member of the following organizations: American Bar Association, State Bar of Michigan, American Institute of Certified Public Accountants, Michigan Association of Certified Public Accountants- Member of: Board of Directors 2003-2009, Ethics Task Force, Small Practitioners Task Force
Management Information Show Task Force, Eldercare Subcommittee.
He has been an instructor on various tax, accounting and ethics matters with: 2005 National Association of Black Accountants Convention in Detroit, MI; NABA Division of Firms Annual Conferences; Oakland University; Michigan Association of Certified Public Accountants; Developed and presented various tax, estate planning, accounting and ethics courses and ethics webinars; Various State and Chapter meetings of the Independent Accountants Association of Michigan; National Business Institute- LLCs in Michigan, How to Draft Effective Wills and Trusts for your Clients in Michigan.
Mr. Rowe has held an AV rating, which is the highest rating by Martindale-Hubbell Law Directory from 1987 through 2012.
Wendy Lawrence, CPA, MST, is a Senior Manager specializing in Individual, Trust, and Estate Taxes with Jansen Valk Thompson Reahm, PC in Kalamazoo. Wendy has 10 years’ experience in public accounting and over 15 years in the private sector working with private trust offices.
Wendy is the Chair and former Treasurer for the Board of Senior Services of Southwest Michigan, Inc., an agency designed to promote and enhance the independence and well-being of older adults, adults with disabilities, and those who care for them. Wendy also serves as Past Chair for Girls on The Run of Greater Kalamazoo.
Michigan CPAs who may become or are a Trust Director; or advising clients in their role as Trust Director.
MICPA
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Business Professionals' Network, 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Group Internet Based
Online Registration
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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