The Role of Estate and Gift Tax in Financial Planning

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • TEP
  • ChFC
  • CSA
  • MRTP
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CWS

Published: July, 2022

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • What is Estate Planning
    8 mins
  • The Estate planning process
    13 mins
  • Analyzing the client's current course of action alternatives
    26 mins
  • Joint property with spouses
    49 mins
  • Property left to a spouse
    65 mins
  • Marital and charitable planning
    88 mins

Course Description

How to maximize wealth in your life and transfer tax efficiently to future generations?

These two goals are at the heart of financial and estate planning; however, to achieve them you’ll need to find an optimal balance between the two taxation systems that govern wealth: income taxes and transfer taxes (gift/estate).

In this CE/CPE course, the speaker will discuss how planning during a lifetime can reduce estate taxes

Financial planners will understand the significance of making gifts, setting up trusts, and obtaining life insurance to assist a client in a position to best protect their families. This planning is emphasized to assist clients in reaching their financial planning goals. We help planners understand the differences between taxable estate and probate estate.

This CE/CPE Tax webinar includes valuable tools and checklists including a discussion of how planners can use essential information for comprehensive financial planning.

Learning Objectives

  • To discuss the elements of the taxable estate.
  • To show financial planners the significance of planning using techniques and strategies during a client’s life.
  • To explore the risks involved with not planning and not monitoring a client’s overall estate planning.
  • To differentiate between the taxable estate and the probate estate.
  • To know the effect of gifting, setting up trusts, and acquiring sufficient life insurance on the client’s financial plan.
  • To identify tools, checklists, and government forms to assist the planner in analyzing a client’s tax situation.
  • To explain the role of estate and gift taxes in comprehensive financial planning.

Recommended For

  • This IRS-approved CE/CPE course is recommended for CFAs, CFA, CIPM, FSCP, TEP, CSA, PFS, EA, ERPA, AFSP, CRTP, MRTP, ORTP, and other professionals who want to understand the role of estate and gift tax in financial planning.
  • This Online Tax CE webinar is recommended for ChFCA, CASL, ChSNC, RICP, and WMCP who want to provide the best advice to their clients on estate and gift taxation matters.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Firm
  • Tax Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 General Credit for Accountant/Bookeeper
  • 2 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
  • 2 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP)
  • 2 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00953-22-S)
  • 2 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00953-22-S)
  • 2 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00953-22-S)
  • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 2 PL Credit for Chartered Financial Analyst (CFA)
  • 2 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
  • 2 CPD Credit for Trust and Estate Practitioners (TEP)
  • 2 CPE Credit of Taxation for Chartered Financial Consultant (ChFC)
  • 2 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 2 CPE Credit for Financial Services Certified Professional (FSCP)
  • 2 CPE Credit of Taxation for Chartered Advisor in Senior Living (CASL)
  • 2 CPE Credit of Taxation for Chartered Special Needs Consultant (ChSNC)
  • 2 CPE Credit of Taxation for Retirement Income Certified Professional (RICP)
  • 2 CPE Credit of Taxation for Wealth Management Certified Professional (WMCP)
  • 2 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-00975-22-S)
  • 2 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
  • Advance Preparation :


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 maintenance 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 through its website:


MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at


About Presenter

Warren Bergstein, CPA, AEP©

Account Executive, - Adelman Katz & Mond LLP

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams.  He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily

About Company

- Adelman Katz & Mond LLP

We got started in business more than 40 years ago. At fi rst we were what you might expect — the people who fi lled out the tax forms and did the fi nancial statements, etc. We were — and still are — great number crunchers. Gradually, though, our clients began relying on us more and more for advice about how to protect and grow their assets, how to make their businesses run better and even how to take some of the worry out of fi nancial decision-making. So we worked hard to get even smarter about these and other fi nancial issues. 

Our partners hold certifi cations in fi nancial planning, are on the faculties of universities in the New York metro area and possess a wide range of fi nancial and insurance licenses. And we work with a broad network of fi nancial specialists with every conceivable approach. We either know the answer — or we know who to ask; we can do what you need, or we can connect you with someone who can. We’re here for you.

Today, nearly 1,500 clients — small- and mediumsized businesses in all sectors, high net worth individuals and not-for-profi ts — consider Adelman Katz & Mond their most trusted business advisors. We’re proud of our record and the successes we’ve been able to generate for our clients. We might just be the partner you’re looking for to help with your fi nancial management issues. Call us for a free consultation. We’ll help you select the AKM CPA whose knowledge base and approach are right for you.


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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review


7 Ratings



Very Good









Yan Ji, CPA (US)

Aug 5th, 2022

great course

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