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New Services for Your Clients


Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
   2
Categories:
Partner Produced |  Practice Management
Speakers:
Raymond T. Rowe, CPA, JD |  Wendy Lawrence, CPA, MST
Course Levels:
Basic
Duration:
1 Hour
License:

Dates



Description

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.


 

Basic Course Information

Learning Objectives
  • Understand difference between Trust Director and Trustee
  • Recognizing your role in working with the elder population

Major Subjects
  • Bill paying services
  • Legislation that changed Trustee and Trust Director
  • Why a CPA doesn't want to be Trustee
  • Trust Director
  • What Services a CPA should be doing
    • Record Keeping
    • Making Payments on behalf of the client
    • Preparing an inventory in accounting
  • Helping CPAs realize a number of their clients will have surrogate decision makers and how do you advise them on behalf of your client

Course Materials

Speaker

Raymond T. Rowe, CPA, JD Related Seminars and Products


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 Related Seminars and Products


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.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For

Michigan CPAs who may become or are a Trust Director; or advising clients in their role as Trust Director.

 

 


Original Recording Date 1/21/2021
Yellow Book No
Course Developer

MICPA


Date Added to Catalog 12/1/2020

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

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.


Reviews

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Overall:      4.5

Total Reviews: 2