This course explains how trusts protect assets and beneficiaries; outlines how various kinds of trusts are created; and discusses tax, estate, planning, and gift considerations in trusts.
New in Self-Study
Mid-year Quick & Easy Tax Updates Just updated! From bestselling tax expert Vern Hoven comes the mid-year update to his Quick & Easy Tax Update series. These critical courses update all the major areas of tax and prepare you to server your clients more effectively.
There are more than 25 people in our group. What discount programs do you offer for a group our size?
Western CPE offers the following discount programs designed specifically for public and private corporations, government agencies, CPA firms, professional associations, and other groups:
Group Affiliate Program—Group members receive a discount on prevailing CPE prices; the group organization qualifies for rebates on group purchases; individuals pay for their own CPE.
Corporate Program—Employer-paid discount program provides CPE for its employees or members.
Customized Training Solutions—Flexible group training programs discounted for groups of 25 or more.
Group discounts cannot be used in conjunction with any other promotion or discount. If you have any questions, please contact Corporate & Group Solutions by calling (800) 822-4194 ext. 160, or emailing us at groups@westerncpe.com.
Our group consists of fewer than 25 people. Are there any discounts available to us?
Western CPE offers the following standard group discounts for all its CPE programs, including self-study, resort conferences, seminars, and webcasts:
5–9 people receive a 10% discount
10–24 people receive a 15% discount
25 or more people, please call our Corporate & Group Solutions division at (800) 822-4194 ext. 160
Group discounts cannot be used in conjunction with any other promotion or discount. If you have any questions, please contact Corporate & Group Solutions by calling (800) 822-4194 ext. 160, or emailing us at groups@westerncpe.com.
Do you offer a group discount on self-study courses?
We sell extra exams (course reading materials are not included; exams only) for a fraction of the cost of complete courses. When ordering online, if extra exams are available for a course, you’ll see an option to add them to your cart. A group can purchase 1 copy of a course and as many extra exams as desired, and share the course reading materials among the group.
It’s a good idea to order extra exams at the same time you purchase courses as we cannot sell extra exams for courses that have been discontinued, including yearly updates. (All extra exams must be completed 1 year from purchase of the exam.) Extra exams are priced at $4.00 per credit.
Group discounts cannot be used in conjunction with any other promotion or discount. If you have any questions, please contact Corporate & Group Solutions by calling (800) 822-4194 ext. 160, or emailing us at groups@westerncpe.com.
Can I register my group online and still receive the group discount?
To register a group of 25 or more, contact Corporate & Group Solutions by calling (800) 822-4194 ext. 160, or emailing us at groups@westerncpe.com.
You may register a group of 5–24 people online. For example, to register a group for a webcast, go to the left-hand, blue navigation menu on our home page and click on “Webcasts.” From there, click “Group Registration” in the right-hand, green sidebar, scroll down and click the login button, and continue through the registration process.
Resort conference groups of 5–24 people must be registered by phone, fax, or mail.
How can my organization join Western CPE’s Corporate & Group Solutions Affiliate Program?
Our director of Corporate & Group Solutions will gladly provide you with information about our group discount programs and assist you in designing a program that will best meet your organization's needs. Call (800) 822-4194 ext. 160 or email groups@westerncpe.com today to get started.
What is the difference between the Group Affiliate Program and the Corporate Program?
The Group Affiliate Program offers a discount to members or affiliates of an organization. Each individual member pays for his or her own CPE. The Corporate Program offers a larger discount to employees, and CPE is paid for by the employer. The Corporate Program has a higher sales minimum and requires an advance deposit. Both programs offer flexible ways to obtain quality education at a discount.
Can you provide keynote speakers for corporate or conference group events?
Yes, Western CPE can provide dynamic keynote speakers as well as course materials, technical instructors, and administrative support for corporate or conference events.
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