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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
The Best Estate and Financial Planning Topics of 2017COURSE ID: BEST
DESCRIPTION

The experienced practitioner always looks to learn the latest issues and techniquies in the arena of estate and financial planning. This course presents – in a day – the best of those issues and techniquies.

DESIGNED FOR: CPAs, finance professionals, financial plannersFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: IntermediatePREREQUISITES: A basic understanding of the underlying concepts of estate and financial planningCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To take an in-dept look at the latest issues and best techniques in estate and financial planning for 2012
HIGHLIGHTS:

* The uncerttainty of estate and gift tax planning after tax reform * Common mistakes made by clients in estate and financial planning * The modern era of domicile – related issues in tax, financial and estate planning * Issues in charitable planning * The proper use of split-interest trust * Sophisticated insurance concepts * The need for proper IRA distribution planning * Special planning issues for the older client * “What is next* “

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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