Rethinking Estate Planning After H.R. 1 for CPAs and Advisers

Thursday, December 4 10:00am - 11:30am CST

Add to Calendar

Webinar

1.50 Credits

Member Price $89.00

Non-Member Price $109.00

Registration for the "K2's The Best Kept Secrets Of Microsoft 365" has been added to your cart.

Overview

This webcast will focus on appropriate planning under H.R. 1, commonly known as OBBBA, for moderately wealthy and high-net-worth clients.

We’ll cover planning for spouses and business owners, including recent key cases, as well as life insurance strategies.

The session will also address the shift from traditional estate tax planning to estate, trust, and gift techniques that focus on income tax basis planning, which is now relevant for a broader range of clients.

Highlights

OBBBA, HR 1, estate planning, gifting, Trusts, UHNW clients, HNW, portability

Prerequisites

Fundamental knowledge of the new H.R. 1 tax bill, commonly referred to as OBBBA.

Designed For

CPAs in public practice or industry

Tax advisers and planners

CPA personal financial planners

Firm leaders seeking to enhance advisory services

Non-CPA financial advisers

Objectives

Distinguish the estate, gift, and trust changes included in H.R. 1.
Determine the best overall approach to planning for clients at different levels of wealth.
Analyze numerous specific planning techniques to decide which will work best for specific clients.

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.