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Webinar (CPA Crossings): At Capacity: The Tough Questions

Description

Eldercare capacity issues can be complex to address. We tackle the difficult questions like identifying if your client has diminished mental capacity, your legal obligations when trying to engage and help this client, and how to work with family members or those with power of attorney without breaking client confidentiality.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to help attendees prepare for, identify and respond to the needs of clients with cognitive challenges.

Major Topics

The major topics that will be covered in this class include:

  • What is diminished capacity/incapacity
  • What to do if you have concerns
  • How to prepare your files while clients are competent

Provider
CPA Crossings, LLC
Course Level
Basic
CPE Field of Study
Specialized Knowledge
1
Who Should Attend

CPAs, Attorneys, Enrolled Agents, Trustees, Others with Fiduciary Responsibility

Instructor(s)
Sanford Mall
Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Apr 7, 2022
10:00 am - 11:00 am MDT
Location
Webinar
Total CPE Credits
1
Format
Webinar

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$ (% off)
$39.00

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$ (% off)
$51.00
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Webinar (CPA Crossings): At Capacity: The Tough Questions


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