MYCPE ONE

Estate Planners Conference 2023

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Conference Overview

It’s vital to stay on top of the latest updates and developments in trust, estate, and gift taxes. With the current economic disruption, significant changes in rules and regulations, and the evolving political landscape, you have to keep your finger on the pulse of change.

The 'Estate Planners Conference 2023' is a highly esteemed event that brings together estate planning professionals, legal experts, and financial advisors from all corners of the world. This premier conference is dedicated to providing attendees with valuable insights, cutting-edge strategies, and best practices in the dynamic field of estate planning.

This Event will have key sessions on "Advanced RMD Techniques for High Net Worth Individuals." This session delves into the intricacies of Required Minimum Distributions (RMDs) and explores advanced techniques for high-net-worth individuals to optimize their retirement income while minimizing tax implications. Another essential session offered at the conference is "Navigating Estate and Gift Tax Laws: Updates and Strategies." Estate and gift tax laws are constantly evolving, making it essential for estate planners to stay informed about the latest regulations and opportunities. It will also include a discussion of Form 1041, the U.S. Income Tax Return for Estates and Trusts, which can be complex and challenging in another session. In this session, experts will guide participants through the best techniques and practices for accurately preparing and filing Form 1041. 

With a focus on delivering exceptional value, join this CPE Virtual Event, it will equip participants with the knowledge and tools they need to serve their clients effectively and make informed decisions in this complex and ever-evolving landscape

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 3 Taxes
CPA (US) 1 Finance
Accountant/Bookkeeper/Tax Professionals 3 Taxes
Accountant/Bookkeeper/Tax Professionals 1 Finance
EA 1 Federal Tax Law Update
EA 2 Federal tax-related matters
AFSP 1 Federal Tax Law Update
AFSP 2 Federal tax-related matters
CRTP 1 Federal Tax Law Update
CRTP 2 Federal tax-related matters
CPA/PFS 2 Taxes
CPA/PFS 1 Personal Financial Planning
CPA/PFS 1 Tax Planning
CFA 1 Finance
CFA 2 All
ORTP 1 Federal Tax Law Update
ORTP 2 Federal tax-related matters
ChFC 1 Financial Planning
ChFC 1 Finance
ChFC 1 All
ChFC 1 Taxes
DE LPA 3 Taxes
DE LPA 1 Finance
Maryland Tax Preparer 1 Federal Tax Law Update
Maryland Tax Preparer 2 Federal tax-related matters
CSA 4 Financial aspects of estate and retirement planning
TEP 4 All
CWS 2 Taxes
CWS 1 Financial Planning
CWS 1 All
LTC 1 Federal Tax Law Update
LTC 2 Federal tax-related matters
RICP 2 Financial Planning
RICP 1 Retirement Planning
RICP 1 Taxes
CFIRS 2 Taxes
CFIRS 1 Financial Planning
CFIRS 1 All
CLU 1 Taxes
CPFA/QPFC 1 Retirement Planning
FSCP 2 Financial Planning
FSCP 1 Retirement Planning
FSCP 1 Taxes
WMCP 2 Financial Planning
WMCP 1 Retirement Planning
WMCP 1 Taxes
CASL 1 Financial Planning
CASL 1 All
CASL 1 Retirement Planning
CASL 1 Taxes
IA LPA 3 Taxes
IA LPA 1 Finance
ME LPA 3 Taxes
ME LPA 1 Finance
CIPM 1 All
CIPM 1 Retirement Planning
CIPM 1 Estate Planning
ChSNC 2 Financial Planning
ChSNC 1 Retirement Planning
ChSNC 1 Taxes

Sessions

Nov 16th, 2023

Speakers:
Speaker Name
James Dougherty

Partner
Dungey Dougherty PLLC

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Embark on an insightful CPE session with us as we delve into the intricate landscape of Estate and Gift Tax Laws. It provides an in-depth exploration of recent updates, ensuring you stay well-informed about the ever-changing regulatory environment.

The session commences with a thorough overview of the latest changes in Estate and Gift Tax Laws, arming you with the most up-to-date insights to navigate regulatory shifts effectively. Our seasoned instructor James Dougherty will guide you through the complexities of these modifications, shedding light on their implications for both practitioners and their clients.

Going beyond the updates, the session delves into strategic considerations for effective estate planning. Explore innovative strategies designed to optimize tax efficiency and minimize liabilities within the bounds of the law. Gain a deep understanding of the tools and techniques available to navigate the complexities of estate and gift tax, allowing you to provide invaluable counsel to your clients.

Throughout the session, real-world case studies and practical scenarios will be incorporated, providing a hands-on learning experience. Whether you are a seasoned tax professional or new to the field, this CPE session is tailored to enhance your expertise in estate and gift tax planning.

Don't miss this opportunity to elevate your knowledge, stay current with the latest legal frameworks, and acquire practical strategies to better serve your clients in the realm of estate and gift taxation. Register now and chart a course toward mastery in navigating the intricacies of Estate and Gift Tax Laws.

Learning Objectives

  • To analyze recent updates in Estate and Gift Tax Laws.
  • To explore strategies to navigate the intricate landscape of these tax laws effectively.
  • To discuss insights into the nuances of estate planning and gifting strategies within the current legal framework.
  • To enhance your professional expertise by delving into practical applications of updated Estate and Gift Tax Laws.

Other Details

Subject Area

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Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Ilene Slatko

Account Executive
DSS Consulting

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Protecting a client’s assets begins with proper planning and ends with a well-executed estate. Trusts play an important role in the distribution and protection of assets; in maintaining confidentiality, and in protecting beneficiaries who need longer-term oversight and guidance. Trusts and the corresponding estate plans are only successful when they are written and funded. As trusted advisors, understanding the process of trust and estate administration will help you guide your clients to make certain their wishes are followed, without undue surprises or delays. 

This CPE Session is designed to provide practical guidance for strategies to help in the successful administration of clients’ trusts and estates. We will explore missed opportunities for successful administration in real-life examples and then look at several easy-to-implement strategies to avoid similar problems for your clients in the future.

Whether you are a financial or an accounting professional, this 1-hour program will inform and instruct you regarding successful trusts and estates administration.

This CPE Virtual Session by Ilene Slatko, a serial entrepreneur who currently coaches clients working through the long tail of administrative and financial tasks involved in the estate and divorce process. She spent over 30 years in the financial industry and has long been a resource for financial and accounting professionals.

Learning Objectives

  • To demonstrate an understanding of the potential implications of trusts and estates issues
  • To describe the real-life examples and the easy-to-spot strategies that would have changed the outcome from disastrous to successful
  • To demonstrate an understanding of the timeline and process of estate administration
  • To identify the steps professionals can take to guide clients in the avoidance of potential issues in the future

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

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2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Ilene Slatko

Account Executive
DSS Consulting

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The Secure 2.0 Act, passed in 2022, has brought significant changes to Required Minimum Distributions (RMDs), impacting high-net-worth individuals and their retirement planning. Under this Act, RMDs now commence at age 73 in 2023 and will gradually increase to age 75 by 2033. While this presents opportunities for extended tax deferral, it also introduces potential challenges for HNWI clients who may face higher tax brackets due to RMDs.

This CPE conference session, "Advanced RMD Strategies for High-Net-Worth Individuals," delves into effective strategies to shelter some or all of your high-net-worth clients' RMDs. Our expert speaker, Ilene Slatkoa seasoned entrepreneur and financial coach, will provide insights into the pros and cons of various strategies. You'll also gain valuable talking points to help your clients comprehend the advantages of each approach.

Whether you're an experienced retirement planner or just starting on your retirement advisory journey, this online session will equip you with the knowledge and tools to manage your HNWI clients' expectations and optimize their financial and tax plans in light of the Secure 2.0 Act. Join us to stay ahead in the ever-evolving landscape of retirement planning for high-net-worth individuals.

Learning Objectives

  • To analyze the new rules for RMDs under Secure 2.0.
  • To discuss different tax-advantaged strategies for HNWI and RMDs.
  • To explain different non-tax-advantaged strategies for HNWI and RMDs.
  • To inspect the features and benefits of the strategies and corresponding talking points to use with clients.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Lawrence Pon

Owner
Pon & Associates

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"Have you ever pondered the secrets behind long-lasting financial legacies? What if you could navigate the intricate world of trusts and estates with confidence?

This CPE Session delves into the intricacies of preparing Form 1041, the U.S. Income Tax Return for Estates and Trusts. This course begins by outlining the motivations for creating trusts, emphasizing their role in estate planning, tax minimization, and income management. The presentation covers essential tax planning considerations, including income shifting, distribution timing, and administrative expense deductions.

This course provides insights into the selection of tax years for estates, stressing the importance of strategic choices for tax optimization. The CPE Session elaborates on filing requirements, due dates, and the significance of estimated tax payments. Capital gains and qualified dividends are discussed in relation to income thresholds for both 2022 and 2023.

The concept of Distributable Net Income (DNI) is elucidated, emphasizing its role in determining beneficiaries' tax liabilities. This session will address the effects of Net Operating Losses (NOL) and capital losses, providing clarity on their treatment and impact on tax liability. The CPE Session also briefly touches on additional forms and state tax considerations, offering a holistic perspective. It concludes with best practices, urging professionals to read trust agreements thoroughly and engage in proactive tax planning before year-end, ensuring a practical and comprehensive grasp of trusts and estates.

Join Larry Pon, a luminary in the financial realm, as we navigate the complexities of trusts and estates, unraveling the secrets to financial empowerment and legacy planning. Get ready to elevate your expertise and embark on a journey toward financial mastery!

Learning Objectives

  • To identify the various types of trusts, their purposes, and the intricate details of estate planning.
  • To explore advanced tax planning considerations within trusts and estates, including income shifting, timing of distributions, and property distributions.
  • To delve into the world of fiduciary taxation, learning how trusts and estates function as separate taxpayers without encountering double taxation.
  • To explore 1041 with expert guidance, ensuring you leave with practical skills you can implement immediately.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Lawrence Pon
Lawrence Pon

Owner
Pon & Associates

Nov 16th, 2023

View More
Ilene Slatko
Ilene Slatko

Account Executive
DSS Consulting

Nov 16th, 2023

View More
James Dougherty
James Dougherty

Partner
Dungey Dougherty PLLC

Nov 16th, 2023

View More

Reviews and Ratings

out of 5

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9 ratings

Excellent

Very Good

Average

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KL

Kenneth Lenz, Owner
5 ratingratingratingratingrating

Great conference.

KA

KATHRYN ASTBURY, Vice President, Finance
5 ratingratingratingratingrating

The total conference was a success!

LQ

Laura Quaid, Partner
5 ratingratingratingratingrating

Great seminar!

MB

Michelle Bernskoetter, Compliance and ethics managers
4 ratingratingratingratingrating

There was some lagging of the polling questions; but overall it was great!

GJ

Gerie Johnson, Owner
5 ratingratingratingratingrating

This program covered diverse and valuable subject matter relevant to estate planning and tax professionals, students, and individuals interested in ongoing professional development.

CR

Christine Rupp, Staff or Senior
4 ratingratingratingratingrating

Overall lots of good information. Some perhaps a bit too basic-for example line by line run through of 1041. Some additional depth might help. For example - charitable deductions for trusts have specific rules? When is 1041-A required?

DL

David Luczak, Owner
5 ratingratingratingratingrating

Course provided detailed insights to some estate issues that I had not experienced. Well worth the time to participate

SL

Sieun Lim, Staff or Senior
5 ratingratingratingratingrating

.

KR

Kathy Ruais, Certified Public Accountant (CPA)
4 ratingratingratingratingrating

Very informative.

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com