CalCPA PFP Wealth Wednesdays: The Top Ten Financial Planning Issues That Your Estate Plan Can Benefit From Webcast | 4173459A

Date :
September 20, 2017 11:00 AM - 12:00 PM
Location :
Facility :
Webcast Event
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 1.00, CFP 1.00
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Deadlines of the urgent and important shape the days of our clients, and many times our own practices. This presentation takes a step back to observe the opportunities that exist in what are the most valuable opportunities to benefit our clients and align our practices with what creates sustainable long lasting value with our clients. During this presentation, we will build upon the tax return key markers and expand the discussion to financial planning considerations as they apply to estate planning for the successful entrepreneur and those who have inherited considerable asset.


  • Identify the existing laws that will lead to a more successful estate planning outcome using successful financial planning techniques.
  • Become a leader in designing an estate plan by changing the framing of the plan. Creating successful outcomes.

Major Subjects:

  • Communication techniques designed to draw out from the client interaction what is in the best interest of the family.
  • Financial planning strategies that complement and enhance the estate plan.
  • What considerations the 40s planning client should consider.
  • What considerations the new retiree should consider.
  • The role of life insurance in estate planning strategies.
  • What considerations a new client who has been retired for some time should consider.
  • Examine successful outcome strategies.
  • How to avoid the pitfalls.

Advanced Prep:


Misc. Information:

If materials are available for this webcast, they will be accessible for download the morning of the event.

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Level of Difficulty:
Field of Interest:
Specialized Knowledge
ssumes basic knowledge of estate taxation, and income taxation.
Designed For:
CPAs who look to benefit their clients in the estate planning process
CFOs who are looking to provide successful strategies for the benefit of their closely held business owner.


Jonathan Gassman, CPA/PFS, CFP, CAP
Jonathan is the CEO of his family’s third generation financial planning and tax firm that started with his grandfather over 80 plus years ago. Based in midtown Manhattan, the firm provides sophisticated financial planning, investment management services and tax advice to executives, business owners, and celebrities across the globe. In addition Jonathan is a partner/cofounder/cohost of GutwiZdom (a radio show) about pure, raw and real issues facing people in life and in business. GutwiZdom will make you think, and leave you with real solutions that come from real wiZdom. Cofounder of My Success Platform. A division of GutwiZdom – providing recent college graduates, those in career transition and employees inside companies competitive edge workshops, career coaching, and leadership development. VP of business development for Pear Core Solutions. Providing outsourced human capital management solutions & services to growing organizations and companies.
No Agenda or Materials posted.