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Top 10 Things Financial Planners Need to Know About Estate Planning 4171528C
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Clients will still need estate planning if the estate tax goes away. Help guide your clients through important considerations like: how to pass assets to the next generation in a fair way; how to provide education benefits to grandchildren; how to distribute retirement benefits thoughtfully; and/or how to provide a charitable legacy.

11/13/2017
When: 9:30 AM to 5:00 PM
Where: Webinar/Webcast
United States
Presenter: Mary Kay A. Foss, CPA
Contact: April Deneault
801-466-10563


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Curriculums:   Retirement, Pensions, Financial Planning & Ins.,Trusts and Estate Planning,Individual Tax Planning and Return Preparation

NASBA Credit Category:  Taxes

CPE Hours:  8

Description

Clients will still need estate planning if the estate tax goes away. Help guide your clients through important considerations like: how to pass assets to the next generation in a fair way; how to provide education benefits to grandchildren; how to distribute retirement benefits thoughtfully; and/or how to provide a charitable legacy. Although the estate tax can affect all of these issues, they all remain without the estate tax. Estate planning has a renewed focus and practitioners who do not specialize in the estate area need to be familiar with the lingo, the acronyms and available techniques.



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

Objectives

  • Identify estate planning issues including latest developments, definitions and document analysis.
  • Determine whether an estate tax return should be filed to elect portability.
  • Select applicable planning techniques so your clients' beneficiaries maximize after-tax assets.
  • Recognize issues that necessitate changes to an existing plan.

Level:  Intermediate

Designed For

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

Advanced Prep:

None.

Prerequisite

General knowledge of individual income tax planning and issues.

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