Year-End Tax Updates and Estate Planning Webinar


Join fellow FEI members and finance professionals as we welcome Mang Fang, Chris Parker and Pat Dwyer of Moss Adams. Our guest speakers will provide attendees with important year-end tax updates, including:

  • Biden administration tax policies;

  • New stimulus and CARES Act changes;

  • California state tax/mobility; and

  • Estate planning.


Speakers

Pat Dwyer, JD, CFP

Director
Moss Adams

Mang Fang

Senior Manager
Moss Adams

Chris Parker, JD

Senior Manager
Moss Adams

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Taxes, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) 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 the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.