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Top 10 Things Financial Planners Need to Know About Estate Planning Webinar

CPE

When
Dec. 12
9:30 a.m. - 5:00 p.m.

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $245 | Nonmember: $345


 More Information

Course No.
4181528F
Level
Intermediate
Prerequisites
General knowledge of individual income tax planning and issues.
Note

This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.

Description

  • Identify significant developments over the past 12 months in the areas of estate, tax, retirement and financial planning.
  • Recognize issues that necessitate changes to an existing plan and traps for the unwary.
  • Select applicable planning techniques so your clients' beneficiaries maximize after-tax assets.
  • Understand portability and when it should be elected.

Highlights

  • 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


Speaker(s)


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