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CANCELLED: Webinar (WA): The Best Estate and Financial Planning Topics of 2022

Description

The experienced practitioner always looks to learn the latest issues and techniques in the arena of estate and financial planning. This course presents—in a day—the best of those issues and techniques.

Learning Objectives

At the end of this course you will be able to: Recognize the latest issues and best techniques in estate and financial planning

Major Topics

The uncertainty of estate and gift tax planning, Common mistakes made by clients in estate and financial planning, The modern era of domicile—related issues in tax, financial, and estate planning, Issues in charitable planning, The proper use of split-interest trusts, Sophisticated insurance concepts, The need for proper IRA distribution planning, Special planning issues for the older client, “What is next?”

Provider
Washington Society Of CPAs
Course Level
Intemediate
CPE Field of Study
Taxes
8
Who Should Attend

CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers

Instructor(s)
Arthur Werner
Prerequisites

A basic understanding of the underlying concepts of estate and financial planning

Advanced Preparation

None

Location
Webinar
Event Information
When
Nov 8, 2022
9:00 am - 5:00 pm MST
Location
Webinar
Total CPE Credits
8
Format
Webinar

MEMBER


$ (% off)
$295.00

NON-MEMBER


$ (% off)
$421.00
Become A Member

Register for this Event

CANCELLED: Webinar (WA): The Best Estate and Financial Planning Topics of 2022


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