For Certified Public Accountants

Contact Us to receive notices of our monthly “Current Topics” workshops.

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 individual 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)
  • Grantor Retained Annuity Trusts (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

Planning Series

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

For Insurance Advisors

We are a Continuing Education Provider approved by the Pennsylvania Insurance Department. Current approved courses include –

  • Estate Planning Issues for Parents of Children with Special Needs
2 hours
  • Long Term Care
6 hours
  • Maximizing Your Retirement Plan Savings
3 hours
  • Opportunities in Estate Planning for Insurance Advisors
16 hours
  • Opportunities in Business Succession Planning
16 hours
  • Truth About Estate Planning
3 hours

These courses are offered from time to time. Feel free to contact us to provide these courses, or any other topics of interest to your firm, your association, or other group.

We also offer the following courses on a regular basis. Each of these courses can also be scheduled for presentation to your firm, or association, or other group.

  • Truth About Estate Planning
  • Exit Planning
  • Successor Trustees and Administration

For Certified Financial Planners

Contact Us to receive notices of our monthly “Current Topics” workshops.

We are Continuing Education Sponsor approved by the Certified Financial Planners board of standards. Current approved courses include:

  • The Truth About Estate Planning: 3 Hours
  • Maximizing Your Retirement Plan Savings: 3 Hours
  • Opportunities in Estate Planning: 16 Hours

These courses are offered from time to time. Feel free to contact us to provide these courses, or any other topics of interest to your firm.

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