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
Field(s)
of study
Taxes - Technical (8.0)
Instructor
Mary Kay Foss, CPA
Fees
|
Standard Member Fee |
$289.00
|
|
Standard Nonmember Fee |
$389.00
|
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; 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
NASBA ID#: 104822
Level
Intermediate
Format
Group Internet Based
Prerequisites
Prereq.
General knowledge of individual income tax planning and issues.
Advance
prep
None
If you have questions about this event, please call us at 952-831-2707.
