Top 10 Things Financial Planners Need to Know About Estate Planning Webcast | 4201528D STARTS AT 6:30 AM PDT

Date :
January 13, 2021 6:30 AM - 2:00 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 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; to provide education benefits; to distribute retirement benefits; and to provide a charitable legacy.

Estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques.





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



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:




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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.


  • Materials - ebook