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Webinar(CA): 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; to provide education benefits; to distribute retirement benefits; and to 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

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Tax
8
Who Should Attend

CPAs, financial planners and tax preparers.

Instructor(s)
Mary Kay Foss, CPA
Prerequisites

General knowledge of individual income tax planning and issues.

Advanced Preparation

None

Location
Webinar
Event Information
When
Jan 13, 2021
7:30 am - 3:00 pm MST
Location
Webinar
Total CPE Credits
8
Format
Webinar

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$295.00

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$400.00
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Webinar(CA): Top 10 Things Financial Planners Need to Know About Estate Planning


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