MYCPE ONE

Estate Planning 2024: Strategies for Preserving Wealth and Legacy

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Conference Overview

In today's rapidly changing world, the importance of effective estate planning cannot be overstated. It's not just about safeguarding wealth; it's about preserving legacies and ensuring a smooth transition for future generations. 

To help professionals stay ahead in this dynamic landscape, join our "Estate Planning 2024: Strategies for Preserving Wealth and Legacy," a virtual conference tailored for estate planning attorneys, financial advisors, and wealth management professionals. This CPE Virtual Event is designed to provide comprehensive insights, best practices, and innovative strategies to navigate the complexities of estate planning with confidence. 

Expert speakers will explore topics such as wills and trusts, tax-efficient estate planning, charitable giving, and succession planning for family businesses. Attendees will gain valuable knowledge and actionable strategies to navigate the complexities of estate planning, minimize tax liabilities, and ensure the smooth transfer of wealth to future generations. 

With a focus on delivering exceptional value, join this CPE Virtual Event, and Don't miss this opportunity to stay informed and empower your clients to make informed decisions about their legacy and financial future.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

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

Sessions

Nov 19th, 2024

Speakers:
Speaker Name
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

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As we approach 2025, several potential tax changes may come into play, including alterations to estate tax thresholds, capital gains taxes, and income tax rates. Staying informed about these changes is essential for developing effective estate planning strategies.

In this comprehensive CPE session, participants will delve deep into the intricacies of the upcoming tax code revisions that are poised to significantly impact estate planning strategies. The session aims to provide attendees with critical insights and practical guidance on how to navigate these impending changes effectively. By understanding the nuances of the new tax laws, participants will be equipped with the knowledge and tools necessary to optimize their estate planning approaches.

This course is essential for professionals in the fields of tax planning, and financial advisory services, as it offers actionable strategies to maximize estate planning opportunities in light of the forthcoming tax reforms. Whether you're a seasoned professional or just starting in the industry, this CPE session will provide invaluable insights that can help you better serve your clients and stay ahead of the curve in an ever-changing regulatory environment.

Join us as we dissect the latest tax code revisions and explore their implications for estate planning. Our expert speakers will share practical tips and real-world examples to help you navigate these changes with confidence.

Learning Objectives

  • Identify key implications of upcoming tax revisions.
  • Discuss practical strategies for navigating tax code changes.
  • Identify opportunities to optimize estate planning approaches.
  • Gain insights into maximizing tax efficiency for clients.

Qualifies For

License details Credits Status
Taxes for Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-01976-24-O) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1569) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 327173) 1 CE Approved
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-U-01976-24-O) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-01976-24-O) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-01976-24-O) 1 CE Approved
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-U-01976-24-O) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible

Other Details

Subject Area

-

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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When we look at wealthy families and how wealth is distributed and often, lost, within a few generations, we can find commonalities amongst those who successfully build long-term generational wealth and those who don’t. 

While estate planning is often defined by the financial and legal moves made to preserve wealth and lessen the effects of taxation, the success strategies in this program look at generational wealth building in a more hands-on way. Using the lessons of entrepreneurship and working together inter-generationally, families can preserve both the spirit and the assets. Younger generations coming into the family business have built-in mentors and are inculcated in the beliefs and goals of the older generations.

This 1-hour Virtual conference program provides in-depth information on studies and real-life examples of families using entrepreneurship to successfully transfer multigenerational wealth. The goal is for you to bring value-add to your clients and help them devise strategies following their goals. This CPE Session will identify those common characteristics so that advisors can guide clients to success in growing wealth across many generations.  

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.

Join this CPE Session it will give you the tools and knowledge to be a valuable resource to advise clients, regardless of the channel.

Learning Objectives

  • Know from past stories of the potential pitfalls of leaving wealth to younger generations.
  • Explain former and present thinking regarding entrepreneurship and multigenerational wealth distribution.
  • Explore real-life examples of how an entrepreneurship approach works.
  • Identify ways to capitalize on this knowledge in marketing and growing your business.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 327174) 1 CE Approved
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Nathan Shoff

Partner
Lacy Katzen LLP Attorneys at Law

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Estate planning for individuals with special needs presents unique challenges and requires a thorough understanding of financial and legal strategies to ensure their long-term care and well-being. 

This CPE online session will delve into the critical aspects of planning for loved ones with special needs, including establishing and managing special needs trusts, navigating government benefit eligibility, and setting up appropriate guardianship or conservatorship arrangements. 

Participants will explore the nuances of the two main types of special needs trusts, third-party and first-party trusts, and learn how to select the appropriate trust to suit their loved one’s needs. The session will also cover the impact of asset transfers on eligibility for essential government programs such as Medicaid and Supplemental Security Income (SSI) and how to structure these transfers to maintain benefit eligibility. 

Moreover, attendees will gain insights into the role of guardianship and conservatorship in providing legal and personal protection for individuals with special needs. Join this online CPE Session and learn how to create a robust and flexible plan that ensures the ongoing care and financial security of their loved ones without compromising access to necessary public benefits.

Learning Objectives

  • Identify the different types of special needs trusts (e.g., third-party, first-party, pooled trusts) and their specific applications. 
  • Explore the general financial qualifications of government benefit programs such as Medicaid and Supplemental Security Income (SSI), and understand how asset transfers can affect eligibility. 
  • Discuss the legal requirements and responsibilities associated with guardianship and conservatorship for individuals with special needs. 
  • Explain the process for appointing guardians or conservators and how to choose the right individuals to ensure the personal and legal protection of special needs family members.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 327619) 1 CE Approved
Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Chartered Life Underwriter (CLU) 1 CE Eligible
Certified Senior Advisor (CSA) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Income Certified Professional (RICP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Jessie Seaman


Community Tax, LLC

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How can you navigate the complexities of trust taxation and ensure compliance with IRS regulations?

Join us for an enriching session to demystify the intricate world of trust returns. Led by seasoned experts, this instructor-led session offers comprehensive guidance to empower attendees to navigate the complexities of trust taxation with confidence and proficiency.

Throughout the session, participants will gain invaluable insights into the essential components of trust returns, including income, deductions, gains, and losses. By understanding these crucial elements, attendees will be equipped to identify instances where filing a trust return is necessary, ensuring compliance with IRS regulations.

Moreover, this session goes beyond mere theory by providing practical guidance on preparing Form 1041, the cornerstone document in trust taxation. Participants will learn which questions to ask and what information to gather to complete Form 1041 accurately, thereby minimizing errors and maximizing efficiency in the filing process.

Don't miss this opportunity to enhance your expertise in trust returns and take your tax preparation skills to the next level. Join us and embark on a journey towards mastery in trust taxation!

Learning Objectives

  • Identify an estate or trust's income, deductions, gains, and losses.
  • Determine the estate or trust's tax liability, if any.
  • Recognize which income is accumulated, held for future distribution, or distributed to beneficiaries now.
  • Review the instructions for Form 1041 and the most common schedules.

Qualifies For

License details Credits Status
Taxes for Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01996-24-O) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1588) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) 1 CE Approved
Taxes for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01996-24-O) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01996-24-O) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01996-24-O) 1 CE Approved
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01996-24-O) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Warren Bergstein
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

Nov 19th, 2024

View More
Ilene Slatko
Ilene Slatko

Account Executive
DSS Consulting

Nov 19th, 2024

View More
Jessie Seaman
Jessie Seaman


Community Tax, LLC

Nov 19th, 2024

View More
Nathan Shoff
Nathan Shoff

Partner
Lacy Katzen LLP Attorneys at Law

Nov 19th, 2024

View More

Reviews and Ratings

out of 5

ratingratingratingratingrating
21 ratings

Excellent

Very Good

Average

Poor

BO

Brooke Oneill, Chief Operating Officer (COO)
5 ratingratingratingratingrating

great

BA

Barbara Asbury, Owner
5 ratingratingratingratingrating

The MyCPE platform is a great way to keep track of all the CE courses that I need, and the courses that they offer are always timely and informative. I appreciate having one place to go to!

SZ

SHANNON ZANDER, Assistant Manager
5 ratingratingratingratingrating

I found this very informative and engaging. I enjoyed the different speakers.

DM

Dennis McDowell, VP Finance & Operations
5 ratingratingratingratingrating

Outstanding CPE for understanding estates and trusts. I need more of this.

ADA

Ana De Abreu, Specialist
5 ratingratingratingratingrating

Great and knowledgeable presenters, lots of useful information. Thanks

LP

LUIS PINEDA, Owner
5 ratingratingratingratingrating

A great value. Also, I didn't feel the time envolved. Thanks

HC

Henry Castelo, Owner
5 ratingratingratingratingrating

Overall the sessions were informative and well presented.

DD

Doug Durst, Owner
5 ratingratingratingratingrating

very good class and pro.

TP

Tawnya Pinkerton, Owner
5 ratingratingratingratingrating

Good material.

DF

David Felsing, Certified Public Accountant (CPA)
5 ratingratingratingratingrating

excellent

KL

Kevin Lamey, CFO/Controller
5 ratingratingratingratingrating

Very Good

SH

Shelley Hook, Owner
3 ratingratingratingratingrating

This was a good introduction to a complicated topic.

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



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