Five Estate Planning Techniques That Add Value For Clients of Any Wealth Level Date of Recording: 10/17/2025
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.
