CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Estate Tax Planning for a Lower Estate Tax Exemption

  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Estate Tax Planning for a Lower Estate Tax Exemption

1 Credit

$10

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00394-21-O)

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0395)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPE credit of Maryland Tax Related Subjects for Maryland Tax Preparers (Approval No. GEHNZ-U-00394-21-O)

1 CPD credit (Verifiable) for CPA/PFS

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00394-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Corporate External Financial Reporting Decisions

(16)

Oct 18, 2021 | 09:00 AM EDT View Details

Everything You Need to Know About Partnerships

(13)

Oct 18, 2021 | 09:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

(121)

Oct 18, 2021 | 09:00 AM EDT View Details

QuickBooks: Tricky & Complex Situations for Advance Learners

(38)

Oct 18, 2021 | 10:00 AM EDT View Details

Excel Accountant: Dashboards In-Depth

Oct 18, 2021 | 10:00 AM EDT View Details

Fraud Update - Latest

(85)

Oct 18, 2021 | 10:00 AM EDT View Details

SOX Internal Controls for Accounts Receivable

(9)

Oct 18, 2021 | 10:00 AM EDT View Details

Understanding Credit Card Frauds

(2)

Oct 18, 2021 | 10:00 AM EDT View Details

Retirement Plan Governance Best Practices: Fiduciary Responsibility

(78)

Oct 18, 2021 | 10:00 AM EDT View Details

Introduction to Business Valuation for a Closely-Held Business

Oct 18, 2021 | 10:00 AM EDT View Details

S Corporations: Crucial Insights: Ordinary Losses on Stock Sales, Exit Strategies, and Required Conformity to Form K-1

(15)

Oct 18, 2021 | 10:00 AM EDT View Details

Business Loan Basics

(3)

Oct 18, 2021 | 10:00 AM EDT View Details

Remote Workplace Investigations – How to do them correctly

(5)

Oct 18, 2021 | 10:30 AM EDT View Details

Best Overview on Individual Tax Updates Latest (Basic)

(115)

Oct 18, 2021 | 11:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(8)

Oct 18, 2021 | 11:00 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

Click Here

Course Description

The rate of estate tax policy change will likely increase, affecting quite a bit of your clients. The Democratic Party, based on their prior attempts, will more than likely lower the estate tax exemption, which will bring clients from not having to pay Estate tax to the possibility that they might now have to pay it. To help minimize your clients’ estate tax at death, it is crucial to understand what can be done now.

Whether, you’re a financial advisor, CPA, or attorney, clients will be looking to you for the best estate tax strategies.

This online professional continuing education session will provide, ideas, tips, and tools to help plan your client’s estate tax planning.

The speaker Robert Keebler, CPA  will cover the following key topics in this CPE webinar:

  • A detailed review of President Biden’s estate tax policy proposals
  • Advanced Roth conversions
  • Urgent estate and gift planning 
  • Reduction of the estate and gift exemption
  • The end of GRATs, IDGTs, and dynasty trusts
  • Drafting strategies in the event of retroactive changes to the gift tax exemption
  • How to plan for carryover basis
  • Changes to the annual exclusion
  • Taxable Gifts
  • Estate inclusion issue
  • The basics and the issues of portability 
  • And Much, Much More!

Learning Objectives

  • To review of President Biden’s estate tax policy proposals along with what has been proposed by the Democratic party in the past
  • To review the basics and issues of Portability – including the deceased spousal unused exclusion amount
  • To review of Estate/Gift Tax Law – current law
  • To discuss detailed breakdown of the Basis of Gifted Property at Death
  • To analyze the calculations for taxable gifts and the Estate Inclusion Issue

Who Should Attend?

  • Accountant
  • Accounting Firm
  • California Registered Tax Professional
  • Certified Fraud Examiner
  • Certified Senior Advisor
  • Certified Valuation Analysts
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Estate Planners
  • Financial Planner
  • Finanical Analyst
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional
  • Young CPA

Testimonial

4.4

(12)
50%
42%
8%
0%
0%

CC

Excellent Speaker!!