Form 706 Unlocked: Keep Your Estate Plans Portability-Proofed 1.5 Credits
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In the ever-evolving world of estate planning, staying informed is crucial, especially in 2024. The Tax Cuts and Jobs Act (TCJA) has dramatically increased the lifetime exclusion from estate taxes to an impressive $12,920,000, offering substantial benefits to clients. But what if your clients’ estates are below this threshold? Here’s why it matters: after the first spouse passes away, filing Form 706 becomes an essential step to secure the Deceased Spouse Unused Exemption (DSUE), which can greatly enhance the estate tax exemption.
This CE Course will dive deep into how the TCJA’s provisions are set to expire, causing the lifetime exclusion to shrink to half its current value. With lawmakers in Congress pushing for even deeper cuts, it’s more important than ever to understand the strategies for maximizing these exemptions before it’s too late. Join us as we unpack this critical estate planning tools, preparing you to protect your clients' wealth against upcoming tax changes.
Major Topics:
Join us, we will demystify the process of preparing Form 706 and, more importantly, show you how to secure that all-important DSUE portability. To drive these points home, we'll wrap up the course with an enlightening case study.
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Bringing 47 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. As part of his IRS representation practice, Michael has worked with the National Office to obtain private letter rulings and exempt organization determination letters for clients, in addition to numerous EPCRS submissions and audits. As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning.
Michael spent much of his career as a CPA with a regional CPA firm located in Northwestern Iowa, retiring after 27 years as a senior manager-shareholder with said firm. Prior to this experience, he was a Tax Specialist with a Big 8 accounting firm in their South Bend and Minneapolis offices, providing tax and estate planning for individuals and small to medium-sized businesses. He has earned professional designations including CPA, QKA, and AEP and through professional memberships with the American Institute of Certified Public Accountants (AICPA), the American Society of Pension and Professional Actuaries (ASPPA), National Association of Enrolled Agents (NAEA), and the National Association of Estate Planning Councils (NAEPC). Michael resides in Sioux Falls, SD with his wife Jeanette.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
KC
Great instructor, very knowledgeable.
KB
very good lecture
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