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The Power and Essentials of Estate Planning

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Preparer
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Benjamin Franklin once said, “If you fail to plan, you are planning to fail.”

Life presents all of us with circumstances – some good – some bad. We all believe that we will live forever, healthy and vibrant, yet, life as some of us know throws us all curve balls. Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for planning our futures.

Why bother with estate planning?

It is easy.

You get to plan where your money goes.

How it gets invested.

How to minimize tax implications and heaven forbid at time of incapacity or death, someone else gets your money other than Uncle Sam.

The goal here is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.

This online CPE Tax webinar covers the following key topics:

  • Why estate planning?
  • What are the benefits of estate planning?
  • What are the tools available for estate planning?

Learning Objectives

  • To discuss the documents required for planning.
  • To evaluate where, when, why, and how to begin the process.
  • To know who to call and how to trust someone else with your investments.
  • To compare and contrast the different options available for your investments.
  • To discuss ways to create paths of success with instruments you did not know exist.
  • To discuss key tax basics and understand the difference between gift tax and estate.

Recommended For

  • This estate planning online CPE webinar is recommended for any Professional or Planner who works with clients on Retirement, Estate, Trust, or Financial Planning.

  • This CPE webinar is recommended for CPA, CPA/PFS, Trust and Estate Practitioners (TEP), Financial planners, and all other Professionals engaged in Financial Planning for their Clients.

Who Should Attend?

  • California Registered Tax Professional
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm