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Top 10 Things Financial Planners Need to Know About Estate Planning (4151528C)
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"From asset valuation to deductions, and from exemptions to trust administration, recent tax laws and elections have changed the focus of estate planning for most individuals. Build your understanding of the players on your clients' estate planning team and become familiar with the issues that can cause difficulties in transferring your clients' estates to their beneficiaries. Further, you'll learn the basic theory of trust funding and how the asset mix affects the overall plan, as well as the p

11/10/2015
When: 11/10/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Mary Kay A. Foss, CPA
Contact: April Deneault
801-834-6634


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From asset valuation to deductions, and from exemptions to trust administration, recent tax laws and elections have changed the focus of estate planning for most individuals. Build your understanding of the players on your clients' estate planning team and become familiar with the issues that can cause difficulties in transferring your clients' estates to their beneficiaries. Further, you'll learn the basic theory of trust funding and how the asset mix affects the overall plan, as well as the plusses and minuses of using portability and how it affects tax basis for heirs.

 

  Objectives:




    Determine whether an estate tax return should be filed to elect portability.
    Select applicable planning techniques so your clients' beneficiaries maximize after-tax assets.
    Recall estate planning topics.
    Identify issues that necessitate changes to an existing plan.

 
    
        
   

Major Subjects:

 

    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

                

Designed For: CPAs and other financial planners who advise clients on investments, and staff who need an estate planning overview.
 

Prerequisite:  General knowledge of individual income tax planning and issues.

Advanced Prep:  None

Speaker: Mary Kay A. Foss, CPA

Vendor: CalCPA

Field of Study:      Taxes

Level:  Intermediate

CPE Credit: 8 Hours

Acronym: TTFP

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Mary Kay Foss joined Sweeney Kovar as a director in 2010.  She has more than thirty years of practical experience in advising clients about retirement, income and estate planning issues. She is a frequent lecturer for community, professional and business groups and has authored and presented courses for tax professionals throughout California.

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