Planning with the latest updates. “Simple” estate planning is a risk for many clients. Join this webcast to learn what you need to know to protect your clients. This webcast qualifies for CPA and PFS continuing professional education credit and has been submitted for CFP credit approval.
DESIGNED FOR
CPAs, accountants and finance professionals; financial planners; tax professionals; other qualified professionals
BENEFITS
*Recognize the tax Changes that may be coming and how this impacts your clients. *Apply the Planning strategies that can benefit most of your clients.
HIGHLIGHTS
*Substantial wealth transfer beginning — higher taxes are coming *Proposed changes to transfer tax and income tax *The pandemic has emphasized that everyone needs for plan *Importance of portability *Address the Secure Act changes *Put life insurance into an irrevocable trust *Income tax basis — still important in planning? *The spousal lifetime access trust (SLAT) — works for all
COURSE LEVEL
Intermediate
PREREQUISITES
Basic knowledge of tax compliance and planning concepts