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

Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01407-19-O  01 Credits   Taxes  Art Werner, Anthony Rocca
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 


 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 6 most common traps & pitfalls.
Assist your client in an Estate Plan

Event Properties

Event Date 03-27-2020 12:00 pm
Individual Price 25.00
Categories Federal Tax Updates,Moderated Webinars

Group Rate

#Registrants Rate/Person($)
5 21.05
10 17.10
20 13.15


Art Werner

Anthony Rocca

Jeremy Rigsbey

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