Select a Webcast

November 21, 2017
10:00AM - 12:00PM ET

$79

December 22, 2017
12:00PM - 2:00PM ET

$79

Webcast
2
Basic
Taxes
None

Course Description

This course will address the mistakes that clients typically make—and that planners sometimes ignore or fail to consider. The course will offer solutions and suggestions on the best ways to avoid these mistakes. Topics covered include failure to plan, outdated planning, mistakes made with life insurance policy and retirement plan beneficiaries, consequences of not properly understanding how trusts work, and cautions about how charitable giving should be designed and presented.



Instructor

Steven G. Siegel, JD, LLM

Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Steven is the author of many books, including: The Grantor Trust Answer Book (2015 CCH); CPA’s Guide to Financial and Estate Planning (AICPA 2014); Federal Fiduciary Income Taxation (Foxmoor 2014); and Federal Estate and Gift Tax (Foxmoor 2014).

In conjunction with numerous tax-planning lectures he has delivered for the National Law Foundation, Steven has prepared extensive lecture materials on the following subjects: planning for an aging population, preparing the audit-proof federal estate tax return, business acquisitions, estate planning, dynasty trusts, planning with intentionally defective grantor trusts, S corporations, and many others.

Steven has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business, and estate planning topics on behalf of numerous organizations, including Western CPE, the Heckerling Institute on Estate Planning, CCH, National Law Foundation, AICPA, the National Society of Accountants, CohnReznick, Foxmoor Continuing Education, many state CPA societies and estate planning councils, and on behalf of private companies.

He’s presently serving as an adjunct professor of law in the graduate tax program (LLM) of the University of Alabama School of Law, and he has served as an adjunct professor of law at Seton Hall University and Rutgers University law schools.

Steven holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa); a juris doctor from Harvard Law School; and an LLM in taxation from New York University Law School.



Course Specifics

Taxes
May 24, 2017
None
WC18176156
None


Compliance Information

103220
IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01148-17-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-0244
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:
• Describe the complexity of planning issues and identify why clients need to address them
• List specific suggestions about how to improve retirement plan and life insurance beneficiary designations
• Cite how to create protective arrangements for client assets
• Identify different types of trusts and how they should be considered



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