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Integrating Estate Planning with the Tax and Financial Plan (On-Demand) 2020


Today, a substantial portion of the wealth held by Americans consists of tax-deferred retirement accounts, such as traditional IRAs, 401(k)s, and 403(b)s. These accounts create a forum for personal financial planners to provide valuable planning opportunities to their clients.

Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers taxation and income tax planning; integration with other areas of personal financial planning; and, the interrelationship between income tax and estate tax.

Hot topics include:

  • Income in respect of a decedent
  • Traditional retirement assets
  • Royalties
  • Equity compensation
  • Annuities
  • Roth IRAs
  • Risk management
  • Elder planning
  • Special needs
  • Terminal illness planning
  • Charitable planning

This course also considers planning for income in respect of a decedent (IRD), retirement plans, and net unrealized appreciation, elements which mandate the use of outside advisers, so personal financial planners can work with multiple advisers in achieving the client’s estate plan.

Format: Voiceover PowerPoint, Audio

Learning Objectives
  • Identify the court-appointed substitute decision maker for an incompetent adult.
  • Recall the most critical feature of a special needs trust.
    Identify the person appointed to manage Social Security payments on behalf of an individual.
  • Recall the features of a qualified terminable interest property trust.
    Recall the due date for Form 706, “United States Estate (and Generation-Skipping Transfer) Tax Return.”
  • Identify the latest date by which a disclaimer must be made.
  • Recognize the implications of a nonresident, noncitizen spouse of a U.S. citizen.
  • Recall the personal financial planning constraints when working with cohabitating partners.
Major Topics
  • Incapacity planning
  • Guardianship
  • Conservatorship
  • Postmortem estate planning
  • Powers of attorney
  • Advanced medical directives
  • Trusts
  • Other estate planning considerations
AICPA - Durham
Course Level
CPE Field of Study
Specialized Knowledge
Who Should Attend

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

Susan Tillery
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Integrating Estate Planning with the Tax and Financial Plan (On-Demand) 2020

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