The following are continuing education courses offered by Chris Cooper and Company, Inc. The programs listed below are designed to address specific learning objectives for financial planners, CPAs, attorneys, paralegals and social work professionals and can be customized accordingly. For more information or to schedule your group continuing education session, contact us at 800.352.7674 or email Chris Cooper today
Resolving Legal and Financial Issues in ElderCare
Join Chris Cooper, CFP®, for this one hour session, live or online, as he provides a brief introduction to risk management as it applies to financial and legal issues specific to Elder Care. Learn the fundamentals of a comprehensive assessment from a medical, legal, financial, psychological, social and environmental perspective and understand the basics of conducting a comprehensive assessment. This introductory course also offers beginning instruction on how to design a care plan based on your assessment.
This course is NASBA approved for one hour of CPE credit and is intended for CPAs of at least an intermediate level who have a general knowledge of Gerontology concepts. This course can be customized to address specific learning objectives for financial planners, CPAs, attorneys, paralegals and social work professionals.
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Managing Your Client’s Health Care Risks
Join Chris Cooper, CFP® for this full day workshop as he walks you through how to advise clients on aspects of long-term care planning and need to know the ins and outs of conducting a comprehensive assessment. You will also learn how to design a care plan based on the assessment and specifically how you can help your clients design the appropriate care plan for themselves or their aging family members based on current LTC insurance, Medicare/ Medicaid, Prescription Drug Coverage options.
This course is NASBA approved for eight hours of CPE credit and is intended for CPAs of at least an intermediate level who have a general knowledge of Gerontology concepts.
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Dealing with Powers of Attorney:
What You Don't Know That Will Harm Your Clients' Health & Wealth
As more and more clients are living longer, many are becoming unable to handle their affairs. Most will rely on Durable Powers of Attorney documents. But many firms are not reviewing these documents, and may be contributing to theft from their clients. Also, when the time comes, will the D.P.O.A. be honored by the financial institution? Join Chris Cooper, CFP®, as he discusses the perils and necessity for uniform language by financial institutions and insurance companies in D.P.O.A., and the need for a uniform D.P.O.A. form.
This course is intended for LCSW's, financial planners, attorneys and CPAs of at least an intermediate level who have a general knowledge of Gerontology concepts. This course is customized to address specific learning objectives of its audience.
Click on this image for more details on this program and to download full course description.
Payroll Tax Audits and the Independent Contractor
If you are employing professionals, sales persons, therapists, chore workers, and others, do you really know if you are classifying them correctly? Then you should attend this informative webinar! During this hour long course, Chris Cooper, CFP®, of Chris Cooper and Company, Inc., will discuss the latest tax court rulings and other court rulings. Throughout this emotionally charged session, Chris will answer the question: “A worker is an employee if…?”
Participants will learn the ins and outs of Common-Law Factors Indicating Employee Status, in addition to 11 specific areas that should be given careful thought and consideration. As an employer, you must consider these 11 critical questions.
Click on this image for more details on this program and to download full course description.
Chris Cooper and Company, 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 (Sponsor ID: 109413). 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.nasbatools.com.
