Tax and Estate Planning in Inflationary Times 1 Credit 1 Credit
This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
Undoubtedly, just about every individual should create an estate plan as soon as feasibly possible. Many people harbor the misconception that an estate plan is only necessary for the rich or individuals with significant assets. As a result of this misconception, many people end up overlooking the assets they do possess because they believe that they don’t have an estate. All people, with very few exceptions, possess an estate and accordingly need an estate plan.
Estate planning provides families with a great opportunity to be prepared for unexpected incapacity and death. 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. Simply put, why bother with estate planning – easy, you get to plan where your money goes, how it gets invested, how to minimize tax implications, and heaven forbid incapacity or death, someone else gets your money other than Uncle Sam.
Estate planning has many intricacies that many including clients do not want to deal with. As a tax planner or someone involved with those that seek retirement, future planning is crucial for creating liquidity and a legacy and this CPE course on estate planning helps you deal with that.
An estate plan can include many different types of documents, including wills and trusts. There are so many different tools that will allow you to have a comprehensive and customized estate plan.
In this CE/CPE tax course, speaker Daniel Rahill will discuss income tax and estate planning strategies including recent legislative updates impacting taxpayers.
The following discussion will be covered:
Check out our certificate courses to give you in-depth knowledge on Estate Planning: Estate Planning (Fundamental) | Estate Planning Specialists for IRAs.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01097-22-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-00922) | 1 CE | Approved |
| General income tax planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Estate Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Taxes for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01097-22-S) | 1 CE | Approved |
| Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-01157-22-S) | 1 CE | Approved |
| Tax Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Tax Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01097-22-S) | 1 CE | Approved |
| Taxes for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Estate Planning for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01097-22-S) | 1 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Estate Planning for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01097-22-O) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-00922) | 1 CE | Approved |
| Estate Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Estate Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 310395) | 1 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Estate Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01097-22-O) | 1 CE | Approved |
| Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-01157-22-O) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Estate Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01097-22-O) | 1 CE | Approved |
| Estate Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Estate Planning for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01097-22-O) | 1 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Estate Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Estate Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Estate Planning for CIPM | 1 PL | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Daniel F. Rahill is a Managing Director at Wintrust Wealth Management, where he works with clients to determine their financial objectives and develop strategies for their tax, estate, investment, philanthropic, and family capital needs. Dan works closely with shareholders and their privately-held businesses on mergers, acquisitions, divestitures, and succession planning. He also advises wealthy families on tax minimization, wealth preservation, and family office management.Â
Previously, Dan was with KPMG for 27 years, where he held numerous leadership roles over his 21 years as a tax partner, including tax managing partner of the Chicago Metro Business Unit and trustee of the KPMG Foundation. He served as the lead partner on many of KPMG’s high-profile multinational accounts, privately-held companies, and family offices. Prior to KPMG, Dan practiced law in Chicago, specializing in tax and estate planning. He began his career in audit with Ernst & Young. Â
Dan frequently lectures to CPA societies, bar associations, family office organizations, trade and industry groups, and universities. He is often published and interviewed in the media, including Chicago Tribune, Crain’s Chicago Business, ABC7, WBBM Radio, Yahoo Finance, and the Illinois CPA Society’s Insight Magazine. Dan is currently President of the Illinois Chapter of the American Academy of Attorney-CPAs, the Financial Planning Association of Illinois and the Chicago Estate Planning Council. He is a former chairman of the Illinois CPA Society, and serves on three academic advisory boards and several nonprofit boards and committees.Â
Dan graduated from the University of Notre Dame with a bachelor’s degree in accounting, received his law degree and a master of laws in taxation (LLM) from the DePaul University College of Law, and is admitted to practice law before the United State Tax Court.
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How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JY
Great course for learning about the different Estate Planning opportunities and current tax implications. Appreciated the current tax laws pending and how that can implicate the different Estate Planning tools. Thank you for being thorough.
MB
As always, Mr. Rahill does a really nice job providing context by discussing legislation and the impact on the economic and tax environment. The supporting handout was very well done and provides a very useful reference source.
May 09, 09:00 AM ET
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