Post-death estate planning starts the moment a client dies — and the CPA is often the first professional the family calls. Not the attorney. Not the financial advisor. The accountant who handled the returns, knew the numbers, and understood the financial picture. What happens in the weeks and months that follow involves a series of […]
Displaying: CPE Compliance & Requirements
Ethics CPE for CPAs: What States Require and How the Rules Actually Work
Ethics CPE for CPAs has a reputation problem. Most practitioners treat it as the least interesting box to check during a renewal cycle. Complete the hours, submit the certificate, move on. But the requirement exists for specific reasons, and how a CPA fulfills it — general vs. state-specific, self-study vs. live, and which provider — […]