CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Crucial Planning Suggestions for the 99%: Clients with Under $11 Million in Assets

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

The high transfer tax exclusions would seem to make sophisticated estate planning unnecessary for many clients whose estates will not exceed the taxation thresholds. But there are many other considerations that should go into tax and estate planning, including portability, income tax considerations and asset protection concerns that make ‘simple’ planning a risk for many clients. The ‘special” circumstances of 2020 add more concerns to be addressed. Life insurance, retirement plans, existing estate plans, gifting and many other issues may need to be considered differently when advising clients in this new world of estate planning. The combination of the sunset of the 2017 Act after 2025 and possible ‘political risk” before then makes advising clients in 2020 of critical importance.

Learning Objectives

Course Specifics

Course ID
WC18206886
Revision Date
March 3, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01541-20-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1438
CTEC Federal Tax Law Credits: 2

Course Instructor

Steven G. Siegel Headshot
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 (2018 CCH); The Adviser’s Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016. In conjunction with numerous tax-planning lectures he has delivered …

Steven G. Siegel, JD, LLM Read More »

Crucial Planning Suggestions for the 99%: Clients with Under $11 Million in Assets

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

The high transfer tax exclusions would seem to make sophisticated estate planning unnecessary for many clients whose estates will not exceed the taxation thresholds. But there are many other considerations that should go into tax and estate planning, including portability, income tax considerations and asset protection concerns that make ‘simple’ planning a risk for many clients. The ‘special” circumstances of 2020 add more concerns to be addressed. Life insurance, retirement plans, existing estate plans, gifting and many other issues may need to be considered differently when advising clients in this new world of estate planning. The combination of the sunset of the 2017 Act after 2025 and possible ‘political risk” before then makes advising clients in 2020 of critical importance.

Learning Objectives

Course Specifics

Course ID
WC18206886
Revision Date
March 3, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01541-20-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1438
CTEC Federal Tax Law Credits: 2

Course Instructor

Steven G. Siegel Headshot
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 (2018 CCH); The Adviser’s Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016. In conjunction with numerous tax-planning lectures he has delivered …

Steven G. Siegel, JD, LLM Read More »

Crucial Planning Suggestions for the 99%: Clients with Under $11 Million in Assets

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00