Estate Planning Tax Strategies Conference 2020: Latest Developments & Advanced Planning Strategies Webinar

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Estate Planning Tax Strategies Conference 2020: Latest Developments & Advanced Planning Strategies Webinar

CPE Credit: 8 Hours

Price: $299.00

 

Overview

In this multi-speaker webinar, America’s leading estate planning experts will update you on the latest critical developments in estate planning. You will also learn proven advanced strategies for handling complex estate planning issues and maximizing tax savings opportunities.

 

AGENDA HIGHLIGHTS

•  State-specific considerations
   – Estate planning and tax considerations for the state in which this conference is presented and the
      surrounding states

•  Working with retirement accounts and IRAs

•  Estate planning in the current environment
   – Significantly increasing exemptions
   – Opting whether or not to use the unlimited marital deduction
   – Gifting considerations
   – Coordinating GST planning

•  Business interests considerations

•  Special issues for S corporation and LLC owners

•  Life insurance as an estate planning tool

•  Wealth transfer planning opportunities: loans, SCINs, GRATs, IDGTs, CLATs and more

•  Case studies on federal estate tax issues

 

LEARNING OBJECTIVE  To update accountants and other financial professionals on the latest developments in estate planning
and show them how to use the latest advanced estate planning strategies.

PREREQUISITE  None.    ADVANCE PREPARATION  None.    PROGRAM LEVEL  Update.    NASBA FIELD OF STUDY  Taxes.
DELIVERY METHOD  Group Internet-Based.

 

This is a live broadcast of our
Estate Planning Tax Strategies Conference 2020: Latest Developments & Advanced Planning Strategies

 

Workshop

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