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What You Need to Do Now in Estate Planning - NEW
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| Date |
December 10, 2010
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| Location | Embassy Suites, LaVista, NE |
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| Course Time |
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8:30 a.m. to 4:30 p.m. |
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Now, with major changes in the estate and gift tax law starting in 2010, practitioners need to rethink many of their strategies and tactics. It is critical to fully understand these changes and new strategies to be employed so that practitioners can meet with clients to explore new options. Don't risk your clients' financial future!
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| Course Highlights & Objectives |
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A complete analysis of legislation with an eye towards planning issues and pitfalls to avoid. Clients' wills - what needs to be reviewed and revised. Converting or not converting IRAs to Roth IRAs as an estate planning issue in 2010. Gifting strategies in light of tax reform. Using discounts - are they still available? What estate planners should do or undo in a troubled economy. Winners and losers in various estate planning strategies…and much more!
Be able to recognize which planning strategies should now be considered. Understand all of the new tax law changes in the estate area. Understand what revisions might be needed in clients’ wills. |
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| Who Should Attend |
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| CPAs who want to understand the latest tax law changes and the effects they will have on their clients. |
| Course Level | Update |
| Prerequisites | Significant knowledge in estate or gift tax planning; attendance at basic estate planning and preparation courses. |
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| Discussion Leader | Robert Barnhill, Surgent McCoy, CPE LLC |
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| Additional Information: |
Parking is available on site and lunch is provided. |
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| Fee |
$230 - Society Member
$260 - Society Nonmember |
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