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CPE for CPA Today (Traps & Pitfalls in the Estate)

Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Overview  WR-135_LW 1 Arthur Werner

CPE for CPA Today (Traps & Pitfalls in the Estate)

Course Description:
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

Topics Covered:
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

Learning Objectives:
Identify the the 6 most common traps & pitfalls.
Assist your client in an Estate Plan

Event Properties

Event Date 02-06-2019
Event End Date 02-06-2019
Individual Price $34.50
We are no longer accepting registration for this event
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