The Best Estate and Financial Planning Topics of 2019
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 2019
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
Werner-Rocca
Course Level
Intermediate
Professional Area of Focus
Tax
Personal Financial Planning
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Instructor(s)
Anthony Rocca
Prerequisites
A basic understanding of the underlying concepts of estate and financial planning
Advanced Preparation
None
Location
Loyola University Maryland Graduate Center Columbia Campus
