Content Provider

Sponsored by


Available Date(s) Monday, March 20, 2017

11:00am Eastern
10:00am Central
9:00am Mountain
8:00am Pacific
Cost Free   CPE Credits 1.0 hour   Subject AreaEstate Planning (Specialized Knowledge & Applications)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm 
Course Description

Accountants are often confronted with estate tax and estate planning issues, from assisting attorneys with transfers following a client's death to filing tax returns for trusts and estates. This course will cover the basics of estate planning, including an overview on wills, trusts, and powers of attorney, as well as introduce accountants to some advanced estate planning techniques. The course will also cover various tax implications involving trusts and estates, including a review of the estate tax, gift tax, and generation skipping tax.


"Excellent webinar. Very informative. Thank you!"

"A fantastic and lively presentation. I would like to have more presentations on this subject or just more presentations from these guys, they are really good."

"A fine introduction. Well worth listening to again, in order to absorb all the information."

"Great webinar, thank you for sharing this important information on a relatively sedative subject! Will use this both Personally & Professionally."

"It was a very enjoyable and informative webinar, hope to see more like it in the future."

"These guys are some of the best presenters. They always do a fantastic job. Easy to listen to--and very informative and useful. Thank you."

Joshua Wu

Greaves Wu
(571) 294-3850

Gwlogo Linkedin

Josh helps startup companies, mid-size businesses, and individual clients remain in compliance with U.S. tax laws, and guides clients on appropriate procedures to reduce their tax burdens.

Josh represents clients in an array of tax controversies and tax litigation matters before the Internal Revenue Service (IRS), the U.S. Tax Court, the U.S. Court of Federal Claims, and the U.S. Court of Appeals for the Federal Circuit. With considerable experience handling multijurisdictional investigations, Josh regularly works with foreign companies, trusts, and advisors to resolve inbound U.S. tax and reporting issues.

In addition, Josh is involved in the D.C. metro area startup community; he works with angel investors and coworking spaces to assist emerging companies to implement business practices and legal structures to facilitate their growth and access to funding. Prior to co-founding Greaves | Wu, he worked for an international law firm, Latham & Watkins LLP, and has been quoted in major news outlets such as The Street, Federal Tax Weekly, and Business News Daily.

Gwlogo Linkedin

Travis concentrates his practice on federal and state civil and criminal tax controversies, tax planning, and estate planning. He represents individuals, partnerships, and corporations through all stages of tax investigations and litigation. He also works with individuals and families to efficiently plan for the future, including estate planning and business succession planning.

In addition, Travis is an Adjunct Professor at Georgetown University Law Center, where he has taught criminal and civil tax controversy courses. Prior to co-founding Greaves | Wu, he served as the Tax and Economic Policy Advisor to Louisiana Governor Bobby Jindal, practiced in the tax group of a major international law firm and served as an Attorney Advisor at the United States Tax Court.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) 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:

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About our sponsor

At CPAacademy, we believe in the utilization of free live online education to support our clients in maximizing exposure and selling their professional services. As the accounting industry’s most innovative independent source for online education, the strength of comes from our community of presenters and sponsors.