Virtual
Map Monday: Planning at the Intersection of Income Taxes and Estate Taxes (No CPE)
Date: Jan. 20, 2025
Time: 12 – 1 p.m. PT
CPE: 0
Overview
Join Rich Austin for a special discussion of the following topics:
Sunset Tax Provisions
Sunset Estate Tax Planning
Trust Planning Pitfalls
Adding Flexibility to Trusts
You will learn about the Integrated Partners CPA Alliance, a turnkey approach to offering wealth management services to CPA firms.
If you'd like to register for the paid version with CPE, please select this course: Map Monday: Planning at the Intersection of Income Taxes and Estate Taxes.
Product Code
1000003687-130414
Intended Audience
CPAs, attorneys, financial professionals, insurance professionals, enrolled agents and professional staff.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Sunset Tax Provisions
- Sunset Estate Tax Planning
- Trust Planning Pitfalls
- Adding Flexibility to Trusts
Faculty
Richard Austin
Richard Austin supports growth by tapping into his expertise serving the high net worth and business owner markets and incorporating those into our other initiatives. Richard specializes in working with entrepreneurs and Fortune 500 executives, building comprehensive strategies and financial solutions for their particularly complex situations. As the head of Integrated Partners' Family Office, Richard works with high-net-worth clients to build...
More about Richard AustinAdditional Details
This course will be presented through Zoom, and the link will be available in your confirmation email.