Webcast
Basic
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.
Learning Objectives
Upon completing this course, participants will understand:
- 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- Outdated Planning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
Course Specifics
|
Course ID WC18206885 |
Revision Date April 21, 2020 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01878-21-S
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01878-21-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1437
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1437
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 registeration 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.
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 …
Estate Planning Mistakes Accountants Can Help Clients Avoid
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
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.
Learning Objectives
Upon completing this course, participants will understand:
- 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
Course Specifics
|
Course ID WC18206885 |
Revision Date April 21, 2020 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01878-21-S
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01878-21-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1437
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1437
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 registeration 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.
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 …
Estate Planning Mistakes Accountants Can Help Clients Avoid
CPE CREDITS
2 Credits: Taxes
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$98.00