Estate and Trust Planning Conference | 5203242A

Course Details

Date

Monday, July 13 – Tuesday, July 14, 2020

9:00am – 6:00pm (Registration: 8:00am)

Location

Online

Field of Study

Taxation

CPE Credit

16 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA

Prerequisites

Basic to advanced understanding of estates and trusts.

Description

Advisers are relied upon more heavily to provide perspective and clarity as legislation and regulation evolves. Don't miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments within estate and trust planning. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.
All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.

Highlights

2020 topics TBA soon. 2019 topics included:New DevelopmentsDeep Dive into Grantor TrustsPrincipal and Income ActProperty TaxAsset ProtectionPowell Case and Impact on Valuation—Planning Around the IssueCharity in Estate PlanningTrusts and 199Choice of EntitiesPlanning for the 99%Continued Use of Credit TrustWashington Update with Hank GutmanPower of AppointmentTrusts and the TCJAOptimizing Basis Shifting

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.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee
$590.00

Non-Member Fee
$800.00

Your Price
$800.00

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