Complimentary for Members

October 17, 2025


Live Webcast


NASBA 1.5

Five Estate Planning Techniques That Add Value For Clients of Any Wealth Level Tech Session Webinar

Join the Estate Planning, Trust and Estate Administration, and the Taxation of Individuals Communities for Five Estate Planning Techniques That Add Value for Clients of Any Wealth Level. CPA candidates and students are especially encouraged to attend.

October 17, 2025
Live Webcast
NASBA 1.5
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    Instructor

    Martin
    Shenkman

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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.

CPE Credits Available

NASBA 1.5
1.5
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, CPA candidates, students and financial professionals.

Provider

Foundation for Accounting Education

This event has ended.