Virtual
Top 10 Things to Know About Estate Taxation & Planning 2024
Date: Dec. 30, 2024
Time: 8 a.m. – 3:30 p.m. PT
Overview
Clients believe that estate planning is only for the wealthy. This isn't the case. Perhaps as a result of the 2020 pandemic, estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques. Estate planning involves personal issues that affect everyone, even when the estate tax doesn't apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy.
Product Code
1000002650-124803
Credit Type
CPE: 8CFP: 8CPE-Technical: 8Accessibility
Closed Captioning Available
Intended Audience
CPAs, financial planners and tax preparers.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
General knowledge of individual income tax planning and issues.
Advance Preparation
None
Learning Objectives
Major Subjects
- The Numbers: Exemptions, exclusions and discounts
- Portability and step-up in basis
- Asset valuation
- Deductions: Marital, charitable, transmission and administration
- Retirement plan assets, annuities and life insurance
- Trust funding and administration
Other Dates
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.