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Key Estate Planning Considerations

Key Estate Planning Considerations

1 Credit

$10

Subject Area

Taxes

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-T-00168-20-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0180)

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

1 CPE credit for Certified Fraud Examiners (CFEs)

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 Qualified Retirement Plan for ERPAs (Approval No. 00528-21)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00168-20-S)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00168-20-S)

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

Oct 20, 2021 | 10:30 AM EDT Register
Nov 22, 2021 | 01:30 PM EDT Register

Overview

  • Pre-Need Planning: The Five Critical
    2 mins
  • Health Care Proxy
    3 mins
  • Power of Attorney
    8 mins
  • Capacity of the Principal: Requirements
    17 mins
  • Trusts
    36 mins
  • Estate Tax Exemption Levels
    52 mins

Course Description

Trust and Estate Planning Continuing Education Course (CPE)

Estate planning can be divided into two topics: planning prior to death (premortem, or “traditional” estate planning) and post-mortem. Premortem is primarily about planning while post-mortem is more about administration, although in both phases, CPAs (CPA CPE Courses) are needed for planning. Elizabeth Forspan, Esq. of Forspan Klear LLP will discuss the key estate planning documents that individuals should have, with a heavy focus on advance directives and various types of testamentary trusts, including supplemental needs trusts. She will also review the current Federal estate Tax exclusion and some of the Tax Planning techniques that are now being utilized.

In this Free Online CPE Webinar on Trust and Estate Planning we shall covers following key topics:

  • The Five Critical Planning Documents
  • Statutory Gifts Rider
  • Trusts
  • Revocable Trusts
  • IRC Section 121(a)
  • Section 121- Ownership Requirement
  • Annual Gift Tax Exclusion 

Learning Objectives

  • To understand the purpose and importance of a Power of Attorney
  • To understand the critical importance of planning in the case there is a disabled child or family member in the family
  • To understand the implications of a failure to plan for one’s incapacity.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • 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

Testimonial

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