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

The Best Estate Plan for CPAs and Their Clients

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • ERPA
  • CIPM
The Best Estate Plan for CPAs and Their Clients

2 Credits

FREE

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00715-21-O)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0670)

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

2 PL credit for Certificate in Investment Performance Measurement (CFA Institute)

2 PL credit for Chartered Financial Analyst (CFAs)

2 CPD credit (Verifiable) for CPA/PFS

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

2 CE credit for Certified Senior Advisor (CSA)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00715-21-O)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00715-21-O)

2 CE credit of Qualified Retirement Plan for ERPAs (Approval No. GEHNZ-Q-00742-21-S)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Sales Tax Liabilities Of Manufacturers And Other Service Providers

(173)

Oct 19, 2021 | 04:00 PM EDT View Details

President Biden's Tax Proposals: A First Look At The Pending Storm

(202)

Oct 19, 2021 | 04:00 PM EDT View Details

SOX Internal Controls For Accounts Payable, Receivable & Inventory

(13)

Oct 20, 2021 | 09:00 AM EDT View Details

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis

(119)

Oct 20, 2021 | 09:00 AM EDT View Details

Is It Time for a Development Audit?

(1)

Oct 20, 2021 | 09:00 AM EDT View Details

IFRS Fixed Assets (Property, Plant & Equipment)

(6)

Oct 20, 2021 | 09:30 AM EDT View Details

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement

(5)

Oct 20, 2021 | 10:00 AM EDT View Details

How to deal effectively with IRS Examinations and Criminal Investigations?

(21)

Oct 20, 2021 | 10:00 AM EDT View Details

SOX Overview

Oct 20, 2021 | 10:00 AM EDT View Details

Excel Accountant: Dynamic Arrays

(2)

Oct 20, 2021 | 10:00 AM EDT View Details

Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding

(2)

Oct 20, 2021 | 10:00 AM EDT View Details

Proper Preparation Submission & Negotiation - Offers in compromise(OIC)

(206)

Oct 20, 2021 | 10:00 AM EDT View Details

Building the Best Employee Handbook

(76)

Oct 20, 2021 | 10:00 AM EDT View Details

Powerful PowerPoint Presentations

Oct 20, 2021 | 10:00 AM EDT View Details

Key Estate Planning Considerations

(1343)

Oct 20, 2021 | 10:30 AM EDT View Details

Course Description

You and your client’s IRAs and retirement plans are at risk of accelerated taxation.  

The SECURE Act killed the Stretch IRA—the greatest tax break for IRA owners in U.S. history.  Subject to exceptions, your heirs will not be able to defer taxes on inherited IRA benefits over their lifetime but will be required to pay taxes within 10 years of your death.

Tax increases loom with not only proposed legislation, but also the Sunset Provisions of The Tax Cuts and Jobs Act of 2017 all point to massive income tax increases for IRA and retirement plan owners.  How can you protect yourself, your family, and your clients?  

Does your estate plan include traditional documents that “fix in stone” the distribution of your assets to your heirs?  

If so, then your heirs are not likely to get the full benefit of your legacy.  Updating wills and trusts for greater flexibility will allow your surviving spouse nine months after your death to determine the best strategies.  

This CE course will include strategies to help ensure financial security for your surviving spouse and your heirs after you pass.  

Major topics covered in this CPE/CE webinar:

  • Who Gets What?
  • Tax-savvy charitable bequests.
  • Strategies that can save hundreds of thousands of dollars if the children of the IRA owner are in different tax brackets.
  • Second spouse and children from a prior marriage.
  • Gifting strategies combined with transferring assets from the taxable world to the tax-free world.
  • And much more.

Learning Objectives

  • To discuss how the SECURE Act triggers a massive income tax acceleration on your IRAs after you pass. Learn strategies to minimize the negative impact of the SECURE Act.
  • To discuss how to develop the best estate plan for your family.
  • To determine why leaving your IRA to a Charitable Remainder Trust could be more beneficial to your heirs than leaving your IRA to them outright. 
  • To discuss the Sunset Provisions of the TC&J Act of 2017 will not only increase income tax rates but also will dramatically lower the federal estate tax exemption.  The strategies presented will potentially not only save income taxes, but also estate taxes.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros