CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Estate Planning Mistakes Accountants Can Help Clients Avoid

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

This course will address the mistakes that clients typically make – and that planners sometimes ignore or fail to consider. It will offer solutions and suggestions on the best ways to avoid these mistakes. Special emphasis will be placed on the challenges of planning in 2020.

 Among the topics to be addressed are:
  • Failure to Plan
  • Outdated Planning
  • Mistakes made with life insurance policy and retirement plan beneficiaries
  • Insufficient Consideration to the choice of fiduciaries
  • Not properly understanding how trusts work
  • Cautions about how charitable giving should be designed and presented

Learning Objectives

Course Specifics

Course ID
WC18206885
Revision Date
April 21, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01540-20-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1437
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 »

Estate Planning Mistakes Accountants Can Help Clients Avoid

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

This course will address the mistakes that clients typically make – and that planners sometimes ignore or fail to consider. It will offer solutions and suggestions on the best ways to avoid these mistakes. Special emphasis will be placed on the challenges of planning in 2020.

 Among the topics to be addressed are:
  • Failure to Plan
  • Outdated Planning
  • Mistakes made with life insurance policy and retirement plan beneficiaries
  • Insufficient Consideration to the choice of fiduciaries
  • Not properly understanding how trusts work
  • Cautions about how charitable giving should be designed and presented

Learning Objectives

Course Specifics

Course ID
WC18206885
Revision Date
April 21, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01540-20-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1437
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 »

Estate Planning Mistakes Accountants Can Help Clients Avoid

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00