CPE Credits: 2

Field of Study 1: Tax

Program Level (Basic, Update, Intermediate, Advanced, Overview): Basic

Instructional Delivery Method: Group Internet Based

Course Registration Requirements: Online Registration

Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).

Official Registry Statement: Business Professionals' Network, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org

Course Details:

Reality – Not every client fits “The Norm”2010 US Census Results – Over 8,000,000 households consisted of unmarried partners (1 out of every 20 households) State and federal laws include many protections for “traditional clients.” In order for “non-traditional clients” to protect themselves, it is imperative that these individuals take steps to ensure their joint assets and financial security.

Learning objectives:

To provide the practitioner with an understanding of the special issues that exist when planning with non-traditional clients

Prerequisites: None

Program level: Basic

Designed for: EAs, CPAs, financial planners, attorneys

NASBA Field of Study:  Taxes

CPE Credit Minutes/Hours:  100/2