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20WC-0318: The Nuts and Bolts of High-End Planning (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Wednesday, September 30, 2020
10:30am - 6:00pm Central Time
8 CPE (8 technical)

Knowing the basics of advanced estate planning strategies is essential in advising clients with significant wealth and seek assistance in developing succession plans to address individual needs. Review transfer and income tax laws, plus available strategies to minimize taxes.Also, discuss the basic structure of advanced strategies, provisions in the governing document that authorize and regulate these strategies, modeling and tracking spreadsheets and software options. To illustrate the concepts discussed, experience a live demonstration of financial planning software, run modeling exercises and review examples of sophisticated estate and business planning scenarios.

Major subjects

  • A review of the current estate planning environment.
  • Estate planning changes that impact a client's estate plan.
  • QPRTs, GRATs, IDGTs and variations of these strategies.
  • Client presentation preparation.
  • Helpful tools to monitor and evaluate process and performance.
  • How to build flexibility into strategies to respond to changing circumstances.

Learning objective(s)

  • Determine client transfer and income tax projections and the need for advanced planning.
  • Identify the pros and cons of various strategies.
  • Recognize and use different advanced estate planning strategies.
  • Calculate and project results for particular advanced strategies.
  • Identify modeling scenarios for individual client needs.

Who should take this program?

CPAs, attorneys, investment advisers and fiduciaries.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $400.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $295.00
checkmark Standard Nonmember Fee $400.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (8.0)
Level Intermediate
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. An understanding of the basics of transfer and succession planning.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.