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Advanced Estate Planning Strategies

Author/Moderator: Stephen Brooks, CPA/PFS, CFP, MST
Publisher: AICPA
Availability: In Stock
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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
  • Planning strategies involving qualified interests (GRAT/ QPRT), life insurance, and charitable split interest trusts
  • Analysing options for using grantor trusts in estate plans
  • Learn how to incorporate asset protection into your client’s estate plan

Learning Objectives:
When you complete this course, you will be able to:

  • Advise clients with the latest tax law changes regarding estates and trusts
  • Identify key compliance and filing issues with Forms 706 and 709
  • Identify estate planning opportunities using various types of trusts
  • Identify issues involved with decanting, when it should be used, and possible tax consequences
  • Describe advantages and disadvantages of using partnerships and family limited partnerships in estate planning

Who Will Benefit?

  • CPAs, professional accountants with fiduciary tax experience, financial advisors, and estate attorneys

Prerequisite:  Basic knowledge of estate and gift taxation

Advanced Preparation:  None

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Videocourse Details

NASBA Field of Study: Taxes
Level: Advanced
Recommended CPE Credit: Text - 6; On-Demand - 5.5
Advanced Estate Planning Strategies
Text 2014
Product# 736131
Availability: In Stock
AICPA Member:$135.00
Your Price:$168.75
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