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

Legal and Financial Strategies For Legacy Planning

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Legal and Financial Strategies For Legacy Planning

1.5 Credits

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00350-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0355)

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

1.5 CPD credit (Verifiable) for CPA/PFS

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

1.5 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00350-20-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00350-20-O)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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

Click Here

Course Description

DID YOU KNOW – on average that most inheritances are gone within 5 years?

Clients usually believe that estate planning is only for the wealthy but this isn’t the case. Estate planning involves personal issues that affect everyone, even when the estate tax doesn’t apply. Strategies for clients have changed dramatically during these engaging times. Tax and financial advisors need to understand the best planning options available to clients for the short and long-term planning time frame.

In this online CPE webinar, we will cover the following topics to help you in having conversations with your clients about planning their legacy and establishing a multi-generational plan:

  • The Rockefellers – how they established a multi-generational wealth plan
  • The Immortal You – Here On Earth (Facebook, Digital media, business, etc.)
  • The Family Power Grid – the influences, relationships, and interactions of powerful families
  • Dynasty Trusts – Multi-generational property protection and limiting tax exposure
  • The Family Bank
  • Charitable Planning and Foundations

Glen Wagstaff, an experienced Estate Planning attorney, will be providing a workshop for Financial Professionals to help them guide their clients with strategies to discuss planning their legacy and establishing multi-generational wealth (The Rockefeller Strategy).

Click for more webinars on Tax planning | Financial Planning | Retirement planning etc

Learning Objectives

  • To recognize Estate Planning as a universal need
  • To identify how Rockefellers establish a multi-generational wealth plan
  • To recognize you as an immortal
  • To explore the family power grid
  • To explore how dynasty trust can be a multigenerational property protection tool

Who Should Attend?

  • California Registered Tax Professional
  • Certified Public Accountant
  • Certified Senior Advisor
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • 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

Array
(
    [average] => 4.5311
    [no_of_record] => 209
)
 

4.5

(209)
60%
33%
6%
0%
0%

DN

The opportunity to grasp aspects of Estate Planning paves the way to assist Tax clients who may seek such guidance. The knowledge gained compliments previous understanding of several sub-areas. Overall a great and useful experience.

PW

It was a little bit more basic than I thought it would be, but it did still make me think about things.

MW

Thought the presentation was engaging and provided thought provoking situations to illustrate the concepts of Legacy Planning

KL

The instructor did a great job explaining the subject matter (which I don't work with in my current role). He used real-life examples to put the recommendations in an appropriate context that was easy to understand. Great webinar, with actionable recommendations.

PK

This was an excellent webinar on legacy planning, valuable in a CPA practice but also in personal planning.

MG

This was more information than I was expecting and very engaging and applicable to real life situations.