MYCPE ONE

Beyond Inheritance: Future of Estate & Legacy

Strategies for Preserving Wealth and Legacy

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Conference Overview

Families and advisors in 2025 will face new complexities, including debates over inheritance tax and evolving charitable giving strategies. The "Estate Planning 2025: Strategies for Preserving Wealth and Legacy" conference explores how to safeguard assets while preparing for generational wealth transfers. With shifting demographics and regulations, estate planning has become a vital discipline for long-term security. Attendees will learn approaches to structuring trusts, minimising liabilities, and creating legacies that endure. The event provides practical insights for navigating uncertainty while keeping family goals at the forefront. Estate Planning 2025 is the place to gain clarity on preserving wealth in a changing landscape. Don’t miss it if you want to prepare your clients or family with confidence.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 Finance
CPA (US) 3 Taxes
EA 3 Federal tax-related matters
AFSP 3 Federal tax-related matters
CFP (US) 4 Estate Planning
CRTP 3 Federal tax-related matters
CPA/PFS 1 All
CPA/PFS 3 Taxes
CFA 1 Finance
CFA 3 Taxes
ORTP 3 Federal tax-related matters
ChFC 1 Finance
ChFC 3 Taxes
Maryland Tax Preparer 3 Federal tax-related matters
DE LPA 1 Finance
DE LPA 3 Taxes
CSA 1 All
TEP 1 All
TEP 3 Estate Planning
CWS 1 All
CWS 3 Taxes
LTC 3 Federal tax-related matters
RICP 1 Finance
RICP 2 Taxes
CFIRS 1 All
CFIRS 3 Taxes
CPFA/QPFC 3 Estate Planning
FSCP 1 Finance
FSCP 3 Taxes
WMCP 1 Finance
WMCP 3 Taxes
CASL 1 Finance
CASL 3 Taxes
IA LPA 1 Finance
IA LPA 3 Taxes
CIPM 1 Finance
CIPM 3 Taxes
ME LPA 1 Finance
ME LPA 3 Taxes
ChSNC 1 Finance
ChSNC 3 Taxes

Sessions

Nov 19th, 2025

Speakers:
Speaker Name
Ilene Slatko

Account Executive
DSS Consulting

  • 4.6
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Valuations are at the heart of sound estate planning, shaping how families preserve wealth and minimize taxes for future generations. But determining value isn’t just about numbers, it’s about understanding timing, assumptions, and strategic intent. This CPE course breaks down how valuations directly influence estate transfers, trust funding, and lifetime gifting decisions that can make or break a financial plan.

From foundational concepts to the nuanced assumptions behind marketability and control discounts, participants will gain clarity on how valuation methods intersect with estate planning goals. Real-world insights and practical guidance will help professionals interpret results, identify key variables, and align valuation outcomes with client objectives.

Major Topics:

  • Estate Valuation Fundamentals
  • Key Assumptions Impacting Value
  • Marketability and Control Discounts
  • Strategic Planning Applications
  • Tax and Transfer Implications

By connecting theory with practical strategy, this CPE virtual session empowers CPAs, financial planners, and advisors to use valuation data as a decision-making tool rather than a compliance checkbox. Join us to strengthen your technical foundation and enhance your ability to provide informed, tax-efficient estate planning advice.

To view more webinars on Finance, please CLICK HERE.

Learning Objectives

  • Discuss the fundamentals of valuations in an estate planning context.
  • Identify key assumptions and variables that influence valuation outcomes.
  • Analyze how valuations inform strategic estate planning decisions.
  • Explain how valuation results impact tax and wealth transfer strategies.
  • Explore methods to apply valuation insights in client estate planning.

Other Details

Subject Area

Finance

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Richard Peck

Founder
Richard C. Peck Consulting, LLC

  • 4.6
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Charitable giving isn’t just about generosity, it’s about strategy, timing, and purpose. This CE session helps CPAs and financial professionals connect philanthropy with effective tax planning, guiding clients to make a meaningful impact while maximizing savings.

You’ll explore practical tools like donor-advised funds, charitable trusts, and the latest IRS rules shaping charitable deductions. The session dives into how income and estate tax strategies intertwine to create lasting legacies and measurable impact. Through relatable examples, you’ll see how these approaches apply not only to ultra-wealthy clients but also to everyday taxpayers who want their giving to matter. You’ll leave with frameworks to bring clarity and confidence to every philanthropic conversation.

Major Topics:

  • Charitable Giving Structures
  • Income and Estate Integration
  • Donor Motivation Insights
  • Tax Deduction Strategies
  • Legacy Planning Frameworks

By the end, you’ll be equipped to navigate complex rules confidently and turn charitable intent into structured, tax-smart action. Join us to make philanthropy part of every planning conversation.

For more IRS CE Courses, Click here.

Learning Objectives

  • Discuss how charitable giving aligns with overall tax efficiency.
  • Identify various charitable vehicles and their key advantages.
  • Analyze client motivations behind philanthropic decisions.
  • Explain income and estate tax implications of charitable plans.
  • Explore ways to position philanthropy as part of legacy planning.

Other Details

Subject Area

Taxes

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

  • 4.5
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The passage of House of Representatives (H.R. 1)—Opportunity for a Better Budget Balance Act (OBBBA) has reshaped how CPAs and financial advisers approach estate and trust planning. With new laws influencing tax rates, exemptions, and portability rules, even moderately wealthy families must rethink traditional strategies. This engaging CE session invites you to uncover how these sweeping changes affect planning decisions for both spouses and business owners.

From income tax basis planning to advanced life insurance tools, this session provides a practical roadmap for navigating post-H.R. 1 complexities. You’ll explore key court rulings, wealth-tiered approaches, and the evolving balance between estate and income tax planning. Whether your clients are high-net-worth or ultra-high-net-worth, these concepts will help you strengthen advisory confidence and deliver measurable value.

Major Topics:

  • Estate, Gift, and Trust Provisions
  • Strategic Planning for Wealth Tiers
  • Income Basis and Gifting Strategies
  • Business Owner and Spousal Planning
  • Advanced Life Insurance Applications

By the end of this CE virtual session, you’ll know how to apply the latest techniques, balance compliance with opportunity, and guide clients through post-H.R. 1 planning decisions that safeguard wealth and strengthen relationships.

For more IRS CE Courses, Click here.

Learning Objectives

  • Discuss the core estate and trust changes under H.R. 1.
  • Identify tax-efficient planning strategies based on client wealth levels.
  • Analyze the role of income basis, gifting, and portability in planning.
  • Explain practical techniques tailored to today’s tax environment.
  • Explore planning priorities for business owners and married couples.

Other Details

Subject Area

Taxes

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Ilene Slatko

Account Executive
DSS Consulting

  • 4.6
  • rating
  • rating
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Estate planning isn’t just for the wealthy it’s for anyone who wants to protect what they’ve built and pass it on wisely. With most estates falling below the $14 million threshold, many Americans miss valuable opportunities to safeguard assets and reduce taxes simply because the process seems intimidating. This session breaks down those barriers with clear, actionable strategies tailored for individuals and families managing moderate estates.

You’ll gain insights into the core estate-planning tools, current tax regulations, and practical techniques to transfer wealth smoothly and efficiently. The CE session explores how everyday professionals can structure wills, trusts, and gifting plans to ensure their financial legacy supports loved ones for generations. Designed for “the 99% of us,” it simplifies the rules and helps participants make informed, confident decisions without the legal jargon or overwhelm.

Major Topics:

  • Mid-Sized Estate Planning
  • Tax Reduction Strategies
  • Probate and Trust Basics
  • Wealth Transfer Methods
  • Family Legacy Protection

By the end of the session, you’ll know how to build a personalized plan that minimizes tax exposure, avoids probate delays, and protects your beneficiaries’ future. This session transforms estate planning from a daunting task into a practical, empowering process you can start today.

For more IRS CE Courses, Click here.

Learning Objectives

  • Identify key estate planning considerations for estates under $14 million.
  • Discuss tax regulations and exemptions impacting mid-sized estates.
  • Apply strategies to minimize estate taxes and avoid probate delays.
  • Develop personalized estate plans aligning with family circumstances.
  • Recognize pitfalls in estate planning and ways to prevent them.

Other Details

Subject Area

Taxes

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, 2025

View More
Ilene Slatko
Ilene Slatko

Account Executive
DSS Consulting

Nov 19th, 2025

View More
Richard Peck
Richard Peck

Founder
Richard C. Peck Consulting, LLC

Nov 19th, 2025

View More

Reviews and Ratings

out of 5

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3 ratings

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AL

anne lennstrom, Owner
4 ratingratingratingratingrating

lots of detailed info..it was good course but polls too quick to answer all of them.video of info on slides should be available for further reference

RM

Regina Mcgriff, Sr. Manager
5 ratingratingratingratingrating

Great topics. There was sone overlap on topics. I would suggest that be addressed for future conferences. Speakers were informed and presented information well. I appreciated the ability to engage live.

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