Top 10 Things to Know About Estate Taxation & Planning 2024

Thursday, February 06, 2025

Webcast or Webinar, Online

11:00AM - 6:30 PM (opens at 10:30AM) EST

8Credits

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$299.00 Regular Price

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$399.00 Regular Price

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Course Type: Webcast

Course Code: 24/124804

Level: Intermediate

Vendor: California CPA Education Foundation

Field of Study: Taxes

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.

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

Major Topics:

• 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

Top 10 Things to Know About Estate Taxation & Planning 2024

Registration is Open

CPE PowerPass Users

Overview:

Objectives:

Major Topics:

Major Topics:

Designed For:

Prerequisites: