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Webinar (CA): Top 10 Things Financial Planners Need to Know About Estate Planning


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.

Learning 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.

Major Topics

• 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

California CPA Education Foundation
Course Level
CPE Field of Study
Who Should Attend

CPAs, financial planners and tax preparers.

Mary Kay Foss, CPA

General knowledge of individual income tax planning and issues.

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Jul 8, 2021
9:00 am - 4:30 pm MDT
Total CPE Credits


$ (% off)
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Webinar (CA): Top 10 Things Financial Planners Need to Know About Estate Planning

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