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22WC-1080: Top 10 Things Financial Planners Need to Know About Estate Planning (Webinar)

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

Date Thursday, January 12, 2023
Time 10:00am - 5:30pm
Central Time
Location Online
CPE credits CPE 8.0
of study
Taxes - Technical (8.0)
Instructor Mary Kay Foss, CPA
Standard Member Fee $289.00
Standard Nonmember Fee $389.00


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.

Who should take this program?

CPAs, financial planners and tax preparers.

Major subjects

  • 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

Learning objective(s)

  • Identify new developments in estate and financial planning
  • Understand portability and when it should be elected
  • Select appropriate strategies and beneficiary designations to maximize after-tax assets
  • Recognize issues that require updates to an existing plan, and traps for the unwary


Course code Code 22WC-1080
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. General knowledge of individual income tax planning and issues.

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

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