NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
The Best Estate and Financial Planning Topics for 2018

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Online Registration Form

Date: July 12, 2018
Location: Mahoney State Park, Ashland
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
Summary
The experienced practitioner always looks to learn the latest issues and techniques in the arena of estate and financial planning. This course presents—in a day—the best of those issues and techniques.
Objectives
Recognize the latest issues and best techniques in estate and financial planning for 2018.
Highlights
* The uncertainty of estate and gift tax planning * Common mistakes made by clients in estate and financial planning * The modern era of domicile—related issues in tax, financial, and estate planning * Issues in charitable planning * The proper use of split-interest trusts * Sophisticated insurance concepts * The need for proper IRA distribution planning * Special planning issues for the older client * "What is next?"
Who Should Attend
CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers

Course Level Intermediate
Prerequisites A basic understanding of the underlying concepts of estate and financial planning
Course IDBEST
Discussion LeaderArthur Werner, Werner Rocca
CPE Credit8 Hours
Additional Information: Parking and lunch are provided on-site.
Fee: $250 - Society Member
$280 - Society Nonmember
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635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731