The Best Estate and Financial Planning Topics of 2020

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 2020

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

Basic

Professional Area of Focus

Tax

CPE Field of Study

Taxes

Who Should Attend

CPAs, EAs, attorneys, and financial planners

Instructor(s)

Anthony Rocca

Prerequisites

A basic understanding of the underlying concepts of estate and financial planning

Advanced Preparation

None

Location

LIVE- ONLINE WEBCAST

Event Information

When

Sep 30, 2020
8:00 am - 12:00 pm EST

Location

LIVE- ONLINE WEBCAST

Total CPE Credits

Format

Live Webcast

$160.00

$210.00

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