The Best Estate and Financial Planning Topics of 2016
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
Upon completion of this seminar, participants will be able to:
Take an in-dept look at the latest issues and best techniques in estate and financial planning for 2016
Major Topics
The uncerttainty of estate and gift tax planning after tax reform
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 trust
Sophisticated insurance concepts
The need for proper IRA distribution planning
Special planning issues for the older client
"What is next? "
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
Practitioners
Tax
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, finance professionals, financial planners
Instructor(s)
Anthony Rocca
Prerequisites
A basic understanding of the underlying concepts of estate and financial planning
