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Real Life Estate Planning

Many believe with the indexing of the estate tax exemption; proper estate planning has passed it’s prime. A simple review of the titling of assets and of the beneficiaries can ease a client heading toward the end. This session reviews the impact of proper titling and naming of beneficiaries.

Objectives

Upon completion of the session, the learner will be able to:

• Advise clients as to the impact their bequest will have on the beneficiaries
• Assist clients in considering viatical payments towards their end time and understand the tax impact of that choice
• Comprehend the tax rate difference between the 1040 and the 1041
• Explain the difference between gifted and inherited properties to clients

Details

Kathryn Keane, EA

Instructor:

Level:

Intermediate

Prerequisites:

Basic knowledge of estate & financial planning

Advanced Preparation:

None

Delivery Method: 

Group Live

CPE credits     Designation     Field of study

IRS

2

AFSP

Federal Tax Law Topic

IRS

2

EA

Federal Tax Law Topic

NASBA

2

CPA

Taxes

CTEC

2

CRTP

Federal Tax Law Topic

CFP Board

2

CFP®

Yes

How to Earn CPE

Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.