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The Best Estate and Financial Planning Topics of 2020

Description

The experienced practitioner always looks to learn the latest issues and techniques in the arena of estate and financial planning. This course presents in a day the best of those issues and techniques.

Learning Objectives

*Recognize the latest issues and best techniques in estate and financial planning for 2020

Major Topics
  • The uncertainty of estate and gift tax planning
  • Common mistakes made by clients in estate and financial planning
  • The modern era of domicile related issues in tax, financial, and estate planning * Issues in charitable planning
  • The proper use of split-interest trusts
  • Sophisticated insurance concepts
  • The need for proper IRA distribution planning
  • Special planning issues for the older client
  • What is next?
Provider
Werner-Rocca
Course Level
Basic
Professional Area of Focus
Tax
CPE Field of Study
Taxes
4
Who Should Attend

CPAs, EAs, attorneys, and financial planners
Instructor(s)
Anthony Rocca
Prerequisites

A basic understanding of the underlying concepts of estate and financial planning

Advanced Preparation

None

Location
LIVE- ONLINE WEBCAST
Event Information
When
Sep 30, 2020
8:00 am - 12:00 pm EDT
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
4
Format
Live Webcast

MEMBER

$ (% off)
$160.00

NON-MEMBER

$ (% off)
$210.00
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The Best Estate and Financial Planning Topics of 2020

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