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Estate Tax Planning for a Lower Estate Tax Exemption

Estate Tax Planning for a Lower Estate Tax Exemption

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

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

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

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00394-21-S)

1 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 296167)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Nov 17, 2021 | 04:00 PM EDT Register


  • Statute of Limitations
    9 mins
  • Grantor Trusts
    19 mins
  • Portability Basics
    26 mins
  • Theoretical Gift Tax Math
    37 mins
  • Estate Inclusion Issue
    40 mins

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. Bob will cover the following and much more:

  • 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!

Click here to access more webinars on  Trust & Estate Planning | IRS And Audit RepresentationLatest Tax Updates

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
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA