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Estate Tax Planning

Duration: 100 minutes 
Course Level: Intermediate
Prerequisite: Basic knowledge of estate tax
Advanced Preparation: None
Delivery Method: Self-Study 
 
CPE Credits Designation Field of Study
IRS * 2 EA Federal Tax Law Topic
NASBA 0 CPA N/A
CTEC 2 CRTP Federal Tax Law Topic
CFP Board 2 CFP® Income Tax Planning

* NATP will report CPE credits to the IRS for all PTIN holders. CPE is currently not mandatory for RTRPs or RTRP candidates and any option to register or participate in this program is strictly voluntary.

Fees: $49 for Members and $60 for Nonmembers
 
Summary
There have been numerous changes to estate tax law over the past couple years. Now that the world of estate tax has transformed, it’s time to revisit your clients’ estate tax plans. If you have clients who haven’t begun planning yet, there’s no time like the present. We will cover estate tax planning strategies you should consider including gifting, donating, and retaining a life estate. Learn to explain how various trusts work and how they can be used to accomplish your estate tax planning goals. Identify what qualifies as a death bed gift and the effects of making such a transfer. Don’t wait until it’s too late to implement estate tax planning strategies for your clients.
 
Objectives
Upon completion of this webinar, you will be able to:
  • Advise gifting, including charitable giving, as an estate tax planning tool
  • Explain the tax implications of gifting property and retaining a life estate
  • Utilize various types of trusts to accomplish tax planning goals
  • Explain death bed gifts and their tax ramifications

Presenter: Lawrence (Larry) Zimbler, MST, EA

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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