Top 10 Things Financial Planners Need To Know About Estate Planning Webcast | 4191528D

Date :
November 11, 2019 8:30 AM - 4:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00, CFP 8.00
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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.


  • Identify estate planning issues including latest developments, definitions and document analysis.
  • Determine estate tax treatment of various assets, liabilities and expenses.
  • Select appropriate strategies and beneficary designations to maximize after-tax assets.
  • Recognize issues (such as portability) that necessitate changes to an existing plan..

Major Subjects:

  • 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

Advanced Prep:


Misc. Information:

This course will adjourn at 4 p.m.

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Level of Difficulty:
Field of Interest:

General knowledge of individual income tax planning and issues.

Designed For:

CPAs, financial planners and tax preparers.


Mary Kay Ann Foss, CPA
Mary Kay Foss CPA is a frequent lecturer for community, professional and business groups. She has authored and presented courses for tax professionals throughout California. She has over thirty years of practical experience in advising clients about retirement, income and estate planning issues. Ms. Foss is the immediate past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning Committee and the Committee on Taxation of the California Society of Certified Public Accountants. She is the past president of the Estate Planning Council of Diablo Valley, the East Bay Chapter of the California CPA Society and the Estate Planning Council of the East Bay. She teaches Retirement Distributions: Planning Options and Top 10 Things Financial Planners Need to Know About Estate Planning for the California CPA Education Foundation and has been quoted in California CPA Magazine as well as national publications.
No Agenda or Materials posted.