August 28, 2017


In-Person

City of Pelham Pelham Civic Complex


8 Total CPE Credits

product-artwork-660429

The Best Estate and Financial Planning Topics of 2017

  • Instructor

    Arthur Werner

Learning Objectives

* To take an in-dept look at the latest issues and best techniques in estate and financial planning for 2012

Major Topics

  • The uncerttainty of estate and gift tax planning after tax reform
  • Common mistakes made by clients in estate and financial planning
  • The modern era of domicile - related issues in tax, financial and estate planning
  • Issues in charitable planning
  • The proper use of split-interest trust
  • Sophisticated insurance concepts\
  • The need for proper IRA distribution planning
  • Special planning issues for the older client
  • "What is next* "

CPE Credits Available

8
Total CPE
8
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax

Prerequisites

A basic understanding of the underlying concepts of estate and financial planning

Advanced Preparation

None

Intended Audience

CPAs, finance professionals, financial planners

Provider

WERNER, ROCCA

This event has ended.