10 Steps to Take Now in Light of Estate Tax Legislation Webcast Replay (ASWR03)

Printer Friendly
Text Size: A A A A
REGISTRATION STATUS: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (850) 224-2727 or (800) 342-3197 if you wish to inquire about registering.

Date:Friday, September 12, 2014
Time:11:00AM - 12:00PM (Registration at 10:30AM)
Facility:Webcast or Webinar, Online
CPE Credit:1 Technical Business
Instructor: Barry A. Nelson, Esq.
Vendor:Florida Institute of CPAs
Subject:Taxes, Administrative Practice
Course Level:Update


In light of the 2012 estate tax legislation, the increase of federal estate tax exemption to $5 million, and the ability to utilize portability, there are a number of action steps that should be considered to protect assets.  This presentation will address ten steps to take advantage of existing exemptions and laws, especially in light of proposals to remove certain popular planning techniques.


After viewing this presentation, participants will be able to:

  • Identify current planning opportunities using rates, techniques and an increased unified credit amount
  • Name estate planning techniques that may be statutorily eliminated
  • Describe how the Windsor decision (allowing same sex marriages to be recognized under Federal law) affects federal tax planning
  • Describe how trusts can be used to protect distributions to beneficiaries from creditors

Note this course is being broadcast as a webcast.

Who Should Attend:
This course is designed for CPAs who assist individual clients with estate planning and asset protection


Some experience and knowledge of estate planning is suggested

Advanced preparation:


FICPA Seminar EZMaterials! Instead of picking up paper manuals at the event, you’ll be able to download the EZMaterials as searchable PDFs to your laptop, tablet or other device seven days before the event. For an additional fee you may choose to purchase a hardcopy of the seminar manuals. If requested during registration at least eight days prior to the course, your hardcopy will be available for pickup at the event. Click here for more information.

Regular Price: $39 FICPA Members, $49 Non-Members