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Advanced Estate Planning Institute (5151028B)
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"Estate planning has changed dramatically, and today's CPA can be more influential than ever in implementing and addressing these changes. Information is everything and with the shift from transfer tax to income tax, you have a role to play in how decisions are made to best protect your client's assets. In its 20th year, the Advanced Estate Planning Institute continues to offer key updates and material that will assist you in your practice. Whether you've attended in the past, or you've just tho

1/28/2016 to 1/29/2016
When: 1/28/2016
9:30 AM - 5:30 PM
Where: Webcast/Webinar
Presenter: Jacqueline A. Patterson, JD, CPA, MBT
Contact: April Deneault
801-834-6634


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Estate planning has changed dramatically, and today's CPA can be more influential than ever in implementing and addressing these changes. Information is everything and with the shift from transfer tax to income tax, you have a role to play in how decisions are made to best protect your client's assets. In its 20th year, the Advanced Estate Planning Institute continues to offer key updates and material that will assist you in your practice. Whether you've attended in the past, or you've just thought about it, make the 2016 Institute a priority. You won't want to miss it.
Continental breakfast and lunch are provided for all Orange County area conference attendees. Speakers and attendees are encouraged to attend Thursday's networking reception.

All CalCPA Education Foundation Conferences include:


    Free Wi-Fi
    Discounted Parking
    Continental Breakfast
    Networking Lunch (Plated lunch provided)
    Afternoon Refreshments


  Objectives:




    Identify current issues facing estate planning experts and their clients.
    Determine practical planning examples and tips to help you advise clients on a broad range of income and transfer tax issues.
    Recognize areas to protect your client's assets.

   
    
        
   

Major Subjects:

 


2016 subjects will be updated soon. 2015 major subjects included:

    Legislative estate planning update
    Venn diagrams: The intersection of estate and income tax (Planning in the ATRA-Math)
    Property and transfer taxes
    Advanced portability issues
    Key role of CPAs in IDGT creation and operation
    Planning with charitable trusts
    Fixing broken irrevocable trusts
    Selected elder law issues
    New thoughts on valuation
    Watch out: Common mistakes
    

                     

Designed For: CPAs, attorneys, insurance and financial professionals who have extensive experience in estate planning.
 

Prerequisite:  Knowledge of intermediate estate planning techniques, including charitable trusts, GRATs, IDGTs, subtrust funding and gifting.

Advanced Prep:  None

Speaker:   Jacqueline A. Patterson, JD, CPA, MBT

Vendor: CalCPA

Field of Study:      Taxes

Level:  Advanced

CPE Credit: 16 Hours

Acronym: AEPF

 

Registration Fees:

Members: $550

Nonmembers: $650

 

Meet the Speaker:

Jacqueline A. Patterson, JD, MBT, CPA, is a partner in the Los Angeles based firm of Haney, Buchanan & Patterson, LLP.  She is a member of the California State, Los Angeles, and Beverly Hills Bar Associations. Ms. Patterson has written and facilitated full day tax seminars in the areas of corporate taxation, the income taxation of trusts and estates, tax research and planning, real estate transactions, charitable trusts and received the Foundation’s Meritorious Service Award in 2000.  

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