Word on the Street: Compliant Deed Preparation for Any State
Thursday, May 16, 2019, 1:00 PM - 2:00 PM, ET
Presenter: Aaron Romano
This webinar will discuss the following elements:
  • What most states require to be placed on a deed.
  • How to work with the UPL issues
  • Common mistakes that cause deeds to be rejected
  • How to use exemptions properly to avoid transfer tax
  • State and County form requirements
  • How to properly calculate recording fees and transfer tax
  • Case Study: California Deed Preparation & Recording Nuances

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 5/02/2019

1.0 CLE (California Board of Legal Specialization - Estate Planning)
1.0 CFP credit pending (National CFP Board)

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 823 or education@wealthcounsel.com.


WealthCounsel LLC 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255.

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.


This webinar is included for Trusts & Estates and Practice Development Subscribers and provided live complimentary for Business Law Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $139 | Business Law Price: $0 (Website access not included) | Practice Development Price: $0