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Advanced Estate Planning Strategies: Accumulating Wealth and Minimizing Taxes

Author/Moderator: Stephen Brooks, CPA, PFS, CFP
Publisher: AICPA
Availability: In Stock
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Previously titled: Advanced Estate Planning: Practical Strategies for Your Clients

Discover how to use trusts, family limited partnerships and insurance in estate planning strategies to minimize taxes and enhance the accumulation of income. These strategies will provide in-depth analysis of how and why they work in addition to the estate, gift, and generation-skipping tax implication for each.

Topics Discussed

  • Review the Current Estate, Gift, and Generation-Skipping Tax Laws
  • Learn how Family Limited Partnerships are Used in Planning and the Tax Effects
  • Discuss Planning Strategies Involving Qualified Interests (GRAT/QPRT), Life Insurance, and Charitable Split Interest Trusts
  • Analyze Options for Using Grantor Trusts in Estate Plans
  • Learn how to Incorporate Asset Protection into your Client’s Estate Plan

Learning Objectives:
This course will provide the strategies needed for CPA firms, tax managers, partners, and other practitioners advising clients on more complex estate plans to enhance their abilities when working with the client’s attorneys in discussions and reviewing of drafted documents.

Prerequisite:  Basic knowledge of estate and gift taxation or completion of AICPA course Estate Planning Essentials (EPE)

Advanced Preparation:  None

NASBA Field of Study: Taxes
Level: Advanced
Recommended CPE Credit: 6
Advanced Estate Planning Strategies: Accumulating Wealth and Minimizing Taxes
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Product# 736130
Availability: In Stock
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AICPA Member:$135.00
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