Tour of Estate Planning Tools & Techniques-Analyzing and Comparing Tools & Techniques on Specific Criteria

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Why this topic

8 mins
What is an estate plan?

16 mins
Estate settlement funnel

28 mins
Understand the documents required for planning

38 mins
Provide funds required to maintain heir's standard of living

57 mins
Qualified retirement plans

71 mins

Course Description

Have you considered what will happen to your money after you’re gone?

Plenty of people focus most of their energy on making more money now, and for good reason. Estate planning tends to take a backseat to seemingly more pressing matters of the here and now.

But you can’t live forever, so you need to make some vital financial and personal decisions now. There’s no better time than right now to begin developing your estate plan.

Estate planning provides families 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.

This estate planning CPE webinar is meant to illustrate the tools to handle the estate planning process and review some challenges.

Learning Objectives

To discuss some of the estate planning techniques used by experts.
To compare and contrast methods for avoiding common mistakes.
To develop checklists, and samples of relevant documents to help you perform estate planning professionally.

Recommended For

In this IRS Approved CE course for AFSP, CPA (US), EA, CTEC ChFC®, FSCP®, CASL®, ChSNC®, RICP®, WMCP®, Tax Professionals, and Other Professionals who want to help their clients in managing Estate Planning with its Tools & Techniques.

Who Should Attend?

Annual Filing Season Program
Bookkeepers & Accountants & Tax Preparers
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Entrepreneurial CPA
Maryland Tax Preparers
Oregon Tax Preparers
Tax Accountant (Industry)
Tax Attorney
Tax Director (Industry)
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Tax Professionals
Tax Pros
Trust & Estate Tax Professional
Young CPA

Course Qualification

Webinar Qualifies For

1.5 CE Credit of Estate Planning for Certified Financial Planner (US) (Approval No. 298688)
1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0747)
1.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00804-21-S)
1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00804-21-S)
1.5 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
1.5 CPD Credit for Trust and Estate Practitioners (TEP)
1.5 CPE Credit of Estate Planning for Chartered Financial Consultant (ChFC)
1.5 CE Credit for Certified Senior Advisor (CSA)
1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00804-21-S)
1.5 CPE Credit for Financial Services Certified Professional (FSCP)
1.5 CPE Credit of Estate Planning for Chartered Advisor in Senior Living (CASL)
1.5 CPE Credit of Estate Planning for Chartered Special Needs Consultant (ChSNC)
1.5 CPE Credit of Estate Planning for Retirement Income Certified Professional (RICP)
1.5 CPE Credit of Estate Planning for Wealth Management Certified Professional (WMCP)
1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1.5 CE Credit for Certified Wealth Strategist (CWS)
1.5 General Credit for Accountant/Bookeeper
1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-00958-22-S)
1.5 PL Credit for Chartered Financial Analyst (CFA)
1.5 PL Credit for Certificate In Investment Performance Measurement (CIPM)

Additional details

Course Level :

Basic
Credits :

1.5
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

IRS APPROVED

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.

NASBA APPROVED

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: www.NASBARegistry.org.

CTEC APPROVED

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 www.ctec.org.

Presenter

About Presenter

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Talks about #strategy, #salesandmarketing, #revenueoptimization #financialadvisory #strategicleadership #financialplanning #successionplanning #exitplanning

If you want your business competitive proof then you need to understand the 12 crucial elements that destroy a business.

If you want your business to continually exceed goals, then stop doing the same things that create no results and no changes.

What is?

12 Strategic Principles that guide the business and eliminate the obstacles/
Modern methods that create fiscal controls and higher income.

My mission is to implement plans for struggling businesses to generate transformative, long-lasting results for every organization.

My innovative and transformative assistance is with:

Developing financial awareness that places more money into owners' hands.
Eliminating waste and processes that slow revenue, access to clients and competition.
Implementing strategies that have helped businesses develop more than $11B in new revenue.
Creating personal financial strategies that create abundance, a better lifestyle and personal liquidity.

By creating a strategic approach and realigning business, Drew will help your organization to:

Lower Customer Acquisition Cost
Increase financing while creating a fluid when planned exit
Competitive Proof the Firm
Build Industry and Brand Recognition
Increase Financial Wealth

Faq

FAQs content

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