CCH's Top Financial and Estate Planning Issues for 2009 Course is a helpful resource that provides explanations of and insight into significant laws, regulations, decisions and issues that impact financial and estate planning. Written by top experts in the field, the course offers timely coverage, in-depth analysis, and helpful strategies, giving you the guidance you need to keep a step ahead of important issues impacting wealth management. The course addresses a wide range of wealth management issues, from financial planning for a family-owned business to tax sheltered annuity rules.

Readers get the guidance, insights and analysis needed on important, emerging issues and their impact on financial and estate planning. It's the top quality review and analysis that every financial and estate planning professional needs to keep a step ahead.

Among the anticipated topics in the Top Financial and Estate Planning Issues for 2009 Course are:

• Succession Planning for the Family-Owned Business
• Roth Retirement Accounts
• Funding a Grandchild’s College Education
• Tax Sheltered Annuity Rules
• Planning for Families with a Special-Needs Child
• Planning for Clients with Alzheimer's
• Court Cases Provide Roadmap for Designing FLP/FLLC Plans
• Penalty Exposure for Estate Planners that are Return Preparers

*CPE Course and Credit Information

Course Level: Update
Prerequisite: Basic understanding of financial and estate planning
Final CPE to be determined by pilot-testing.
Expected CPE is:
Module 1 is 10 hours for $120.00
Module 2 is 8 hours for $96.00
Both Modules: $216.00 for 18 hours

This course is divided into CPE Modules. Practitioners may earn CPE credit by successfully completing and submitting the Course Modules' Final Exam answer sheets for grading. An additional fee applies when the Final Exam answer sheets are submitted to CCH for CPE grading and administration.

This Course is distributed with CI, QP and reporter/library distributions of Finanical and Estate Planning books. This CPE Course is distributed as a bonus supplement with selected CCH financial and estate planning books.

(NOTE: Because continuing education requirements vary from state to state and among different licensing agencies, practitioners should always check with their licensing boards and governing agencies for specific information on their CPE requirements and to verify the applicability of this Course for meeting their requirements.)

Click here for more information on CPE