MI Attorneys: Continuing legal education is non-mandatory in Michigan. You will receive a certificate verifying your attendance.
MI CPAs/Accountants: This program has been designed to comply with the continuing education rules as established by the Michigan Board of Accountancy. For course CPE information, please read the following NASBA statement.
NASBA: PESI 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 NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org. For more information regarding administrative policies such as complaint, refund and cancellation, please contact our offices at 800-844-8260. Sponsor #103015.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. Please refer to the information in the seminar brochure for outline, course content and objectives.
Prerequisites: Basic knowledge of taxation. Advance Preparation: none. Instructional/delivery method: group-live. Level of Knowledge: Intermediate
Field of Study: Taxation. Maximum Recommended CPE: 8.0 credits.
* Credit Calculation: NASBA allows one-half CPE credit increments (equal to 25 minutes) after the first credit has been earned in a given learning activity. Please check with your state accountancy board to see if they allow half-credit increments. Partial credits allowed based on actual attendance (50 minutes = 1.0 credit / rounded down to half / minimum 1.0 credit). PESI does not report credits earned.
Certified Financial Planners: PESI has submitted an agreement to the Certified Financial Planner Board of Standards, Inc., to meet the board's requirements covering maintenance of attendance records, retention of programs, outlines, qualifications of instructors and length of class hours. This agreement does not constitute an endorsement by the board as to the quality of the program or its contribution to the professional competence of the Certified Financial Planner registrant. This program has been accepted for 8.0 CFP credit hours. Provider #466. Course #11116. Partial credits allowed based on actual attendance (50 minutes = 1.0 credit / rounded down to half). PESI reports credit earned. CFP and Certified Financial Planner are federally registered service marks of the Certified Financial Planner Board of Standards, Inc.
Enrolled Agents: PESI has entered into an agreement with the Office of Director of Practice, Internal Revenue Service, to meet the requirements of Treasury Department Circular 230, 10.6(g), covering maintenance of attendance records, retention of program outlines, qualification of instructors, and length of class hours. This agreement does not constitute an endorsement by the Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual. Sponsor #421. This course qualifies for 8.0 credits. Partial credits allowed based on actual attendance (50 minutes = 1 credit / rounded down to whole). PESI does not report credits earned.
Faculty
Speaker: Christopher K. Braun
Christopher K. Braun is Partner of International Estate and Trust Planning with Baker Tilly, where he specializes in domestic and international estate, trust, and transfer planning for high wealth individuals. He is a regular contributor to Journal of Retirement Planning through its column entitled "Asset Protection and Foreign Estate Planning." Mr. Braun is a member of the United States Tax Court, United States Claims Court, 7th Circuit United States Court of Appeals, Indiana Supreme Court and the Northern and Southern District Courts of Indiana. He received his BA, MBA and JD from Indiana University; and his LL.M from Washington University.