Virtual
Wealth Wednesday: Estate Planning Valuation Discounts & Entity Choice 2024
Date: Oct. 16, 2024
Time: 12 – 2 p.m. PT
Overview
Join the CalCPA Estate Planning State Committee and guest speakers Brad Cashion and Jessica Monroe to discuss aspects of the transfer tax arena. The presentation will include the basics, and also advanced strategies, from annual gift exclusions to the use of discounts on installment notes.
This course will award CPE (as earned). If you'd like to register for the FREE version with no CPE, please select this course: Wealth Wednesday: Estate Planning Valuations & Entity Choice 2024 (no cpe)
Product Code
1000003566-129924
Credit Type
CPE: 2CPE-Technical: 2MCLE LS-EP: 2Intended Audience
CPAs and other Financial Professionals involved in estate planning.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
None.
Advance Preparation
Working knowledge of estate tax and gifting is recommended.
Learning Objectives
Major Subjects
- Efficient use of annual gift exclusions and lifetime exemptions.
- Coordinating choice of entity with valuation.
- Comparing and contrasting grantor trusts and non-grantor trusts
Faculty
Additional Details
This course will be presented through Zoom, and the link will be available in your confirmation email. CPE will be awarded based on standard checkpoint criteria.