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Phone:
(800) 822-4194
(406) 556-0115
Fax:
(206) 774-1285
E-mail: wcpe@westerncpe.com
243 Pegasus Drive
Bozeman, MT 59718
Office hours:
Monday - Friday
7 A.M. - 6 P.M. MST
The Opportunities & Pitfalls in Family Wealth Succession Planning
| NASBA Field of Study | Taxes | 3 CPE Credits |
IRS Program Nbr: 0MYXB-T-00140-12-1
This conference-opening panel discussion will present an overview of wealth and management succession issues, techniques and specifics on the practice development opportunities for CPAs, financial planners and other professional advisors to families. People, Property, Process and Pitfalls are the key core concepts in wealth succession planning. While income and estate tax issues are important, it is the process that drives wealth succession planning, from consideration of family goals to implementation of a practical, understandable succession plan.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Determine the client family’s needs for succession planning, taking into account tax and non-tax objectives and goals.
- Describe and analyze for clients various entities and succession techniques that can be included in a wealth succession plan.
- Explain the management succession aspects of the wealth succession plan.
- Review with clients the Tax Relief Act of 2010 and future legislative possibilities as they relate to successful wealth succession planning.
- Assist clients in development, documentation, implementation and review of the family wealth succession plan.
- Develop the advisor’s practical, communicative approach to wealth succession planning as part of your practice.
Prerequisites: Experience in tax planning.
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