Estate Planning ON DEMAND
Available Until
Your Desk
2.0 Credits
Member Price $174.00
Non-Member Price $200.00
Overview
This is an essential course for professionals seeking to enhance their expertise in estate planning. This course comprehensively covers critical aspects such as wills, living trusts, marital property, and probate avoidance, equipping participants with the knowledge to advise clients effectively. Attendees will benefit from an in-depth exploration of estate planning tools, understanding their advantages and limitations. The course provides insights into the role of estate planning professionals and the significance of recent legislative changes. By understanding the implications of marital deductions, exclusion amounts, and the nuances of power of attorney, professionals can offer strategic advice, ensuring clients make informed decisions for their estate planning needs.
Highlights
Estate planning. Annual gift tax exclusion. Family documents.
Prerequisites
None.
Designed For
CPAs, financial professionals, enrolled agents and attorneys.
Objectives
Recognize unlimited marital deduction requirements, cite the applicable exclusion amount and identify the effects of stepped-up basis. Determine the limits of a simple will and the advantages and disadvantages of living trusts. Identify specialized estate planning tools and how they permit clients to pass more wealth and save death taxes, and specify instances when a conservatorship is appropriate.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Steven Bragg, Western CPE
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.
Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).
Non-Member Price $200.00
Member Price $174.00