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The Best Estate and Financial Planning Topics of 2021

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 2021

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
Maryland Association of CPAs
Course Level
Intermediate
Professional Area of Focus
Tax
Taxation
CPE Field of Study
Taxes
4
Who Should Attend

CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers

Instructor(s)
Arthur Werner
Prerequisites

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

Advanced Preparation

None

Location
Live – Online Webcast
Event Information
When
Aug 25, 2022
8:00 am - 11:30 am EDT
Location
Live – Online Webcast
Total CPE Credits
4
Format
Live Webcast

MEMBER


$ (% off)
$160.00

NON-MEMBER


$ (% off)
$210.00
Become A Member

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The Best Estate and Financial Planning Topics of 2021


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