Top 10 Things Financial Planners Need to Know About Estate Planning WEBCAST

Wednesday, July 20 8:00am - 4:00pm PDT

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8.0 Credits

Member Price $299.00

Non-Member Price $399.00


Clients believe that estate planning is only for the wealthy. This isn’t the case. Estate planning involves personal issues that affect everyone, even when the estate tax doesn’t apply. Learn strategies to fairly pass assets to future generations, provide education benefits, distribute retirement benefits, and provide a charitable legacy. Estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques.


Exemptions and exclusions. Portability and step-up in basis. Asset valuation. Discounts. Marital and charitable deductions. Deductions: Transmission expenses and administration expenses (706 or 1041). Income in respect of a decedent and retirement plan assets. Life insurance and annuities. Trust or estate administration. Trust funding.


General knowledge of individual income tax planning and issues.

Designed For

CPAs, financial planners and tax preparers.


Identify new developments in estate and financial planning. Understand portability and when it should be elected. Select appropriate strategies and beneficiary designations to maximize after-tax assets. Recognize issues that require updates to an existing plan, and traps for the unwary.






Leader Bios

Mary Kay Foss

Mary Kay Foss, CPA, a director with Sweeney Kovar LLP, has more than 30 years of practical experience in advising clients about retirement, income and estate planning issues. She is a frequent lecturer for community, professional and business groups and has authored and presented courses for tax professionals throughout California.

Foss is past chair of both the CalCPA Estate Planning Committee and the Committee on Taxation. She is a past president of the Estate Planning Council of Diablo Valley, the East Bay Chapter of CalCPA and the Estate Planning Council of the East Bay. She is a member of the AICPA Trust, Estate and Gift Tax Technical Resource Panel and has been quoted in California CPA magazine, as well as national publications.

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Non-Member Price $399.00

Member Price $299.00