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Basic Estate and Gifting Strategies (On-Demand) 2020

Description

Estate planning is the cornerstone of any personal financial plan. An estate plan that is not coordinated with the overall personal financial plan may inadvertently derail other planning objectives.

Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this course covers the correct application of estate planning strategies that can greatly enhance the client’s personal financial plan. Estate planning strategies addressed in this CPE course cover a wide range of personal financial planning goals, including:

  • Charitable giving
  • Managing blended marriage situations
  • Multigenerational transfers
  • Wealth replacement.
  • Part of most estate planning considerations, gifting strategies will also be discussed in this course.

Format: Voiceover PowerPoint, Audio

Learning Objectives
  • Distinguish between a marital trust and a credit shelter trust.
    Identify a qualified disclaimer.
  • Recognize the applicability of portability as a basic estate planning strategy.
  • Distinguish between gifts of future and present interests.
  • Identify the tax basis of a gift, based on facts and circumstances.
  • Calculate the donee’s tax basis for a gift, in which gift tax has been paid by the donor.
Major Topics
  • Estate planning strategies
  • Gifting strategies
Provider
AICPA - Durham
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge and Applications
1.5
Who Should Attend

CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.

Instructor(s)
Susan Tillery Tom Tillery
Prerequisites

None.

Advanced Preparation

None.

Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
1.5
Format
On-Demand

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$99.00
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Basic Estate and Gifting Strategies (On-Demand) 2020


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