The Role of Estate and Gift Tax in Financial Planning 2 Credits
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Nov 25, 11:00 AM
ET
How to maximize wealth in your life and transfer tax efficiently to future generations?
These two goals are at the heart of financial and estate planning; however, to achieve them you’ll need to find an optimal balance between the two taxation systems that govern wealth: income taxes and transfer taxes (gift/estate).
In this CE/CPE course, the speaker will discuss how planning during a lifetime can reduce estate taxes.
Financial planners will understand the significance of making gifts, setting up trusts, and obtaining life insurance to assist clients in a position to best protect their families. This planning is emphasized to assist clients in reaching their financial planning goals. We help planners understand the differences between taxable estate and probate estate.
Major Topics Covered:
This CE/CPE Tax webinar includes valuable tools and checklists including a discussion of how planners can use essential information for comprehensive financial planning.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
Credits
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Pre-requisites
Advance Preparation
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More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams. He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily
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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.
SL
Mr. Bergstein was a wonderful presenter - very informative and knowledgeable. I'm not a financial planner so this was relatively new to me but nonetheless this was an incredibly interesting webinar. Thank you, Mr. Berstein!
DF
Warren covered all estate planning components nicely in the time provided.
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