CLE:
Up to 5.0 General Credits
States Pre-Approved: CA, FL, MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT
States Pending Approval: GA, IL, KS, TN
States Eligible to Claim Credit with Certificate: AK, AZ, CT, HI, MT, ND, NH
(Note - The 30-minute prerecorded Practical Applications Lab is not eligible for CLE)
CFP:
Not offered for this program
CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: Up to 6.0
Field of Study: Taxation
Prerequisites: JD, CPA, or CFP
Advance Preparation: None
(Additional CPE Information below)
Please note: The 30-minute prerecorded Practical Applications Lab highlighting key features and best practices for drafting with WealthCounsel is NOT eligible for CLE
Self-Applying for Approval
If you do not see your state listed, please self-apply. Agendas and bios will be sent with the certificate of attendance to help you with this process. Should you need this information sooner, please contact cle@wealthcounsel.com. Before you begin, please always contact your state bar for updated information on how to self-apply in your jurisdiction(s).
State Bar License Number(s)
NOTE: This information is required to receive credit. Please list your license number(s), along with the corresponding state abbreviation(s) when prompted during your registration for this course. If you have already registered, you are able to go back to your registration at anytime and fill them in.
Verification Codes
Please take note of the verification code(s) given during the program and save them. You do not need to send them back to us. Please keep the code(s) in your files in case you are asked for them by WealthCounsel, state bars, or other governing agencies.
CLE Credits
- If you were unable to attend live, please be aware CLE credit(s) will NOT be awarded to Members or Guests for viewing the recordings that are supplied afterward through the EventHub of this program.
- WealthCounsel Members can view select program recordings for credit through our Member Website. Note: most small webinar recordings are uploaded within 48 hours after live showing.
- To receive full CLE credit, you must be present during the entire live program.
- For accurate records, each employee in an organization must register individually for CLE attendance, reporting, and audit.
Credits Reported
Once the attendance analysis is completed for this program, we will report credits within 4-6 weeks to the following required states: GA, IL, KS, NV, OH, OK, PA, TN, TX, UT. All other states approved for CLE are self-reporting states.
Certificates of Attendance
We will email your certificate of attendance within 4-6 weeks after the program. Please do not send them back to us. Please keep them in your files in case you are asked for them by your state bar or governing agency. The certificate will include the agenda and bios to help you self-apply in states that are not approved for CLE.
Additional CPE Information:
Review Date: 4/3/25
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.
For any concerns, please contact Member Services at memberservices@wealthcounsel.com or 888-659-4069