Error loading player: No playable sources found
ENG2101
ENG2101. Estate Planning in the Current Environment: What to tell clients to do Now!
Date
July 26, 2021
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from AICPA & CIMA ENGAGE 2021:
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.
Learning Objectives
- Recognize specific planning strategies that can be recommended to clients of ALL wealth levels to take now in light of various tax proposals
- Identify specific steps clients should take to create and fund life insurance trusts now and why is this so important for even more moderate wealth clients.
- Spousal lifetime access trusts (“SLATs”) are all the rage. Discover specific planning techniques that can be used to enhance this type of planning, and discuss how greater access to trust assets be provided GRATs may be on the way out but there may be one last opportunity to use GRATs.
- Identify how those GRATs should be structured and how and why are the different then GRATs that have been done in the past
- Identify techniques can be used to try to mitigate retroactive tax changes
Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD
Attorney, CPA, Shenkman Law
General
Tracks
Related Products
ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE)
CPACharge was specifically designed to give CPAs and accounting professionals a simple and secure way to accept client payments online. Plus, there are no long-term contracts, setup fees, or cancellation fees…
ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero
Looking to clearly define your CAS business model, but aren’t sure where to start? Join Joshua Lance, CPA, as he shares how key performance indicators can help you make better decisions about your service lines, and bring more value to your clients…
ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax
Learn how dynamic father and son team Bob and Davin Carey used succession planning to add wealth management services to their multi-generational CPA tax practice that skyrocketed their business…
ENG21LL07. Tech Demo - Xero for Advisory Services, presented by Xero (non-CPE)
Get a big picture view of how to improve productivity with Xero. In this high level overview, we’ll introduce you to some of the amazing features and functions that make Xero stand out from the crowd. A quick and fun prelude to your journey with Xero…
