July 20, 2022


Webinar


8 Total CPE Credits

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Top 10 Things Financial Planners Need to Know About Estate Planning

Learning Objectives

  • Identify new developments in estate and financial planning
  • Understand portability and when it should be elected
  • Select appropriate strategies and beneficiary designations to maximize after-tax assets
  • Recognize issues that require updates to an existing plan, and traps for the unwary

Major Topics

  • Exemptions and exclusions
  • Portability and step-up in basis
  • Asset valuation
  • Discounts
  • Marital and charitable deductions
  • Deductions: Transmission expenses and Administration expenses (706 or 1041)
  • Income in respect of a decedent and retirement plan assets
  • Life insurance and annuities
  • Trust or estate administration
  • Trust funding

CPE Credits Available

8
Total CPE
8
Taxes

Things to Know About This Course

Prerequisites

General knowledge of individual income tax planning and issues.

Advanced Preparation

None

Intended Audience

CPAs, financial planners and tax preparers.

Provider

California Society of CPAs

This event has ended.