Top 10 Things to Know About Estate Taxation and Planning WEBCAST
Overview
Clients believe that estate planning is only for the wealthy. This isn’t the case. Perhaps as a result of the 2020 pandemic, estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques. Estate planning involves personal issues that affect everyone, even when the estate tax doesn’t apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy.
Highlights
The numbers: exemptions, exclusions and discounts. portability and step-up in basis. asset valuation. deductions: marital, charitable, transmission and administration. retirement plan assets, annuities and life insurance. trust funding and administration.
Prerequisites
General knowledge of individual income tax planning and issues.
Designed For
CPAs, financial planners and tax preparers.
Objectives
Identify latest developments in estate planning. Determine appropriate strategies and beneficiary designations to maximize after-tax assets. Recognize issues that require updates to an existing plan, and traps for the unwary.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Mary Kay Foss, California CPA Education Foundation
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.
Non-Member Price $399.00
Member Price $299.00