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|Group Internet Based
CPE for CPA Today (Traps & Pitfalls in the Estate)
Here we will focus on traps and pitfalls, the problems that a client faces as they decide how to do a total plan as they incorporate estate and asset protection issues. We can spend many hours talking about the various different traps and pitfalls, but, today we are going to focus on 6 specific traps and pitfalls that we find to be very common in the initial phases of estate planning and show you how that is done with a client.
Who Should Attend:
CPAs, EAs, attorneys, other tax professionals, and financial planners
Exclusion Amounts Lifetime & Annual for State & Federal
Estate & Gift Taxation
Failure to implement Tax Planning Strategies
Leaving Everything to the Surviving Spouse
Planning for Estate Death Taxes
Domicile Planning or Lack of
Death Bed Gifts
Identify the the 6 most common traps & pitfalls.
Assist your client in an Estate Plan