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Clients will still need estate planning if the estate tax goes away or exemptions remain at the current high levels. Help guide clients through important considerations.
Attendees will address topics like how to value assets passed to the next generation; how to provide education benefits to grandchildren; how to distribute retirement benefits thoughtfully; and/or how to provide a charitable legacy.
Although the estate tax can affect all of these issues, they all remain without the estate tax. Estate planning has a renewed focus and practitioners who do not specialize in the estate area need to be familiar with the lingo, the acronyms and available techniques.
This course will adjourn at 4 p.m.
General knowledge of individual income tax planning and issues.
CPAs, financial planners and tax preparers.