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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.

Thursday, January 12, 2023
10:00am - 5:30pm Central Time
8 CPE (8 technical)

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.

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

Who should take this program?

CPAs, financial planners and tax preparers.


Our records indicate you are a nonmember. If you register, you will be charged $389.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $289.00
checkmarkStandard Nonmember Fee $389.00

More program information

Instructor Mary Kay Foss, CPA
Location Online
of study
Financial planning
of study
Taxes - Technical (8.0)
Level Intermediate
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. General knowledge of individual income tax planning and issues.
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.