Course ID: BEST

The Best Estate and Financial Planning Topics of 2017


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.


LEARNING OBJECTIVES
  • To take an in-dept look at the latest issues and best techniques in estate and financial planning for 2012

MAJOR TOPICS
  • 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

DESIGNED FOR
CPAs, finance professionals, financial planners

PREREQUISITES
A basic understanding of the underlying concepts of estate and financial planning

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Intermediate

This course is available to be scheduled as:

Group Live
 

Let's Roll!

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Or, contact BLI: 888-481-3500 or learn@blionline.org