December 29, 2021 9:00am – 4:30pm Map & Directions 602-252-4144

Webcast: Top 10 Things Financial Planners Need to Know About Estate Planning

Description

Clients believe that estate planning is only for the wealthy. This isn't the case. Estate planning involves personal issues that affect everyone, even when the estate tax doesn't apply. Learn strategies to fairly pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy. Estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

8:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Taxation
8

Objectives

  • Identify new developments in estate, tax, retirement and financial planning.
  • Recognize issues that require updates to an existing plan, and traps for the unwary.
  • Select applicable planning techniques for beneficiaries to maximize after-tax assets.
  • Understand portability and when it should be elected.

Course Level

Intermediate

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs, financial planners and tax preparers.

Prerequisites

General knowledge of individual income tax planning and issues.

Highlights

  • Exemptions and exclusions
  • Portability and step-up in basis
  • Asset valuation
  • Discounts
  • Marital and charitable deductions
  • Deductions: Transmission expenses and Administration expenses (706 or 1041)
  • Income in respect of a decedent and retirement plan assets
  • Life insurance and annuities
  • Trust or estate administration
  • Trust funding

Notes

Manager/Senior Manager; Director; Executive/VP; Sole Practitioner

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