Advisers are relied upon more heavily to provide perspective an clarity as legislation and regulation evolves. Don't miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments within estate and trust planning. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.
All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.
Identify ways to maximize the worth of clients' estates.
Determine specific non-tax reasons for estate planning and learn what's new.
Recognize ways to take advantage of changes in estate planning to build a practice.
Here's a look at what we covered in 2017:
Estate Planning Update
Recent Developments in Estate and Gift Tax
Business Succession Planning
Inbound Planning for Cross Border Practitioners
CPA as a Trustee
Irrevocable and Grantor Trust
Pitfalls in the Preparation of Form 1041, Fiduciary Income Tax Returns
Modern Uses of Partnerships in Estate Planning
Funding Trusts in an Uncertain Planning Environment
Advanced Issues in Property Tax
Designed For: CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; practitioners with high net-worth clients and clients with interests in closely held businesses.
Instructor: Jonathan Lurie, Esq.
CPE Credits: 16
Area of Study: Taxes
Prerequisite: Basic to advanced understanding of estates and trusts.