Robert D. Kaplow to Speak at MICPA Conference: CPE Mega Conference
Robert D. Kaplow will present: Do You Want To Be A Trustee? Are You Sure? At the Upcoming MICPA Conference: CPE Mega Conference
Date of Conference: November 3, 2015: 8:00 am – 5:00 pm
Location: Suburban Collection Showplace, 46100 Grand River Ave, Novi MI, 48374-1317
Overview of Mr. Kaplow’s Presentation:
CPAs are a highly regarded and highly educated group of professionals. It makes sense that clients would want to appoint their CPA as a trustee of their trust. What are some important considerations CPAs must examine before agreeing to this? We will discuss the potential legal and fiduciary issues that may arise in an advisor/trustee situation at this session which helps you answer: Do you want to be a trustee?