Webcast
Basic
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 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02164-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02164-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1438
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1438
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Course Instructor
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 …
Crucial Planning Suggestions for the 99%: Clients with Under $11 Million in Assets
CPE CREDITS
2 Credits: Taxes
$98.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
Basic
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 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02164-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02164-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1438
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1438
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Course Instructor
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 …
Crucial Planning Suggestions for the 99%: Clients with Under $11 Million in Assets
CPE CREDITS
2 Credits: Taxes
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$98.00