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Technical

AICPA Advanced Estate Planning Conference Logo aicpa

  $1,145.00 - 1,545.00 |   07 Jun-11 Jun 2020 |   08:00-17:00 |   Online |   AICPA |   AICPA Store

Let the experts guide you

It’s vital to stay on top of the latest updates and developments in trust, estate and gift taxes especially with the SECURE Act implementation, significant changes in rules and regulations, and the current economic disruption. At Advanced Estate Planning, you’ll get no-nonsense advice and high-level tax training, you’ll acquire new estate planning techniques to help your clients – all from experts in the estate planning field.

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Topics covered:
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Advanced
  • Personal financial planning: Technical: Estate planning: Trusts, Intermediate
  • Personal financial planning: Technical: Estate planning: Trusts, Advanced
  • Personal financial planning: Technical: Estate planning: Generation skipping transfer tax, Intermediate
  • Personal financial planning: Technical: Estate planning: Generation skipping transfer tax, Advanced
  • Personal financial planning: Technical: Estate planning: Incapacity & postmortem estate planning, Intermediate
  • Personal financial planning: Technical: Estate planning: Incapacity & postmortem estate planning, Advanced
  • Personal financial planning: Technical: Estate planning: Portability, Intermediate
  • Personal financial planning: Technical: Estate planning: Portability, Advanced

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