Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2021)


This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2021)

Standard: $379.00

Products

EST2101. Current Developments in Estate Planning, followed by the presentation of the P. Thomas Austin Personal Financial Planning Division Scholarship Award

Preview Available

EST2101. Current Developments in Estate Planning, followed by the presentation of the P. Thomas Austin Personal Financial Planning Division Scholarship Award


This session will be a review of the most recent cases, rulings, and tax code changes that impact estate, gift and generation-skipping tax matters, and income taxation of trusts. 

Speaker(s):
Standard: $49.00

ENG2101. Estate Planning in the Current Environment: What to tell clients to do Now!

Preview Available

ENG2101. Estate Planning in the Current Environment: What to tell clients to do Now!


The tax environment is fluid and what will occur is uncertain. This session will be updated up until the date of the program to provide practitioners with practical, actionable, tax planning advice that can be given to clients. Depending on the status of tax legislation current proposals and what to do in light of them will be reviewed. If there is actual legislation that will be discussed. in all events the focus will be on specific planning you can guide clients with.

Speaker(s):
Standard: $49.00

EST2103. AICPA Trust Estate and Gift Tax TRP Round Table

Preview Available

EST2103. AICPA Trust Estate and Gift Tax TRP Round Table


AICPA works hard for its members. This session will show what projects the TRP is advocating for in the estate and trust area. Contacts with IRS and tax writing groups are emphasized.

Speaker(s):
Standard: $49.00

EST2102. Real World Estate Planning for Owners of Closely Held Businesses

Preview Available

EST2102. Real World Estate Planning for Owners of Closely Held Businesses


This session will cover case studies, descriptions and explanations of effective and practical estate planning techniques to not only save estate taxes, but also to protect clients and their heirs from future estate taxes, divorce and creditors at the same time. 

This session will also show you how to structure basic estate documents, uses of GRATs, sales to grantor trusts, preferred partnership freezes and the like. 

Speaker(s):
  • Gary A. Zwick, J.D., LL.M., CPA, AEP®, Attorney, Walter | Haverfield LLP
Standard: $49.00

EST2104. State Income Taxation of Trusts

Preview Available

EST2104. State Income Taxation of Trusts


This presentation will examine the significance of state residency for fiduciary income tax purposes, the state fiduciary income taxation rules and the impact of recent decisions, such as, for example, the US Supreme Court decision in North Carolina v. Kaestner.

Speaker(s):
Standard: $49.00

ENG2102. Real World Planning: Working with Clients with Diminishing Mental Capacity

Preview Available

ENG2102. Real World Planning: Working with Clients with Diminishing Mental Capacity


In this session, we will explore what it looks like to work with the ever growing segment of clients experiencing diminished capacity.  We will discuss how our current regulatory environment impacts the way we do business, and what tools and best practices we can implement not only to protect our businesses but to best serve our clients and families.

Speaker(s):
  • Sandra D. Adams, CFP, CeFT, Lead Financial Planner/Partner, Center for Financial Planning, Inc.
Standard: $49.00

EST2110. Advanced 709 Form Issues

Preview Available

EST2110. Advanced 709 Form Issues


Gift tax returns when filed with "adequate disclosure" provide a golden opportunity reduce audit issues and exposure on a federal estate tax return and most likely avoid later-life surprises for increases in gift tax liability. The session provides examples for effective gift tax reporting in addition to review of the applicable law and rules. After reviewing the demands and importance of adequate disclosure, this session will review practical return preparation preliminary actions; how Schedule A of the Form 709 integrates with GST reporting; fixed-dollar formula gift disclosures;  engagement agreements with appraisers; informing the appraiser what to value; reporting GRATs; reporting transfers subject to ETIPs and when the ETIP ends; and reporting with Crummey gifts, among other topics. 

Speaker(s):
  • Keith Schiller, Esq., Attorney-Shareholder, Schiller Law, a Professional Law Corporation
Standard: $49.00

EST2106. A View from the Trenches - Current Issues in Estate and Gift Tax Audits

Preview Available

EST2106. A View from the Trenches - Current Issues in Estate and Gift Tax Audits


This discussion will address current issues and trends in the transfer tax controversy arena at the audit level, appeals and in litigation. It will include issues related to the valuation and transfer of interests in closely-held entities, the use of formula clauses, recent caselaw, positions taken by the IRS and ways to address them at the planning level.

Speaker(s):
Standard: $49.00

ENG21ACCEL. Investing in Innovation: AICPA/CPA.com 2021 Startup Accelerators

Preview Available

ENG21ACCEL. Investing in Innovation: AICPA/CPA.com 2021 Startup Accelerators


The Association (unified voice of AICPA & CIMA) and CPA.com launched a shark-tank style startup accelerator four years ago with a focus on FinTech and EdTech solutions. Its purpose is to foster innovation and bring emerging technologies to the accounting profession. Investment into new technologies and solutions is critical for not only staying ahead of the curve, but providing client-centric service. In this session, you will hear about trends in FinTech developments and see the  startup companies that make up the 2021 cohort. These solutions have a leading role in a diverse range of categories including: crypto-asset management, financial impacts of climate change, accounting task automation and cash flow management.

Speaker(s):
Standard: $49.00

EST2109. Reporting Foreign Trust & Cross-Border Gift Transactions

Preview Available

EST2109. Reporting Foreign Trust & Cross-Border Gift Transactions


This session will cover cross-border estate, gift and trust issues and the reporting requirements associated with those issues. 

Speaker(s):
Standard: $49.00
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