Estate and Trust Planning Conference

Description

All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.

Highlights

Here's a look at what we covered in 2018:

• Estate Planning Update
• Recent Developments in Estate and Gift Tax
• Business Succession Planning
• Inbound Planning for Cross Border Practitioners
• CPA as a Trustee
• Irrevocable and Grantor Trust
• Pitfalls in the Preparation of Form 1041, Fiduciary Income Tax Returns
• Modern Uses of Partnerships in Estate Planning
• Funding Trusts in an Uncertain Planning Environment
• Advanced Issues in Property Tax

Objectives

• Identify ways to maximize the worth of clients' estates.
• Determine specific non-tax reasons for estate planning and learn what's new.
• Recognize ways to take advantage of changes in estate planning to build a practice.

Designed For

CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; practitioners with high net-worth clients and clients with interests in closely held businesses.