Join the Estate Planning, Trust and Estate Administration, and the Taxation of Individuals Communities, at the NYCPA offices, for Five Estate Planning Techniques That Add Value For Clients of Any Wealth Level. CPA candidates and students are especially encouraged to attend. **Bonus for in-person attendees: A networking session will follow from 10:30 a.m. to 11:00 a.m.**
Learning Objectives
- Upon completion of this course, you'll:
- Gain early exposure to this growing area of practice.
- Understand how CPAs contribute beyond tax return preparation.
- Network with experienced professionals in tax, trust, and estate planning.
Major Topics
- Practical estate planning strategies beyond tax minimization CPAs can suggest.
- Organizing estate plan documents to ensure adequate disclosure on 706.
- CPA’s role in asset protection planning and implementation.
- Key considerations for aging clients, trusts, and elder protection.
- Non-grantor trust planning: compliance, administration, and CPA oversight.
- Human aspects of planning: family dynamics, religion, and health issues.