10 Steps to Take Now in Light of Estate Tax Legislation

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Designed For: This course is designed for CPAs who assist individual clients with estate planning and asset protection.

Product Code: ETL10S-OL14

About the Author:

Barry A. Nelson
Nelson & Nelson, PA
Miami Beach, FL
barry@estatetaxlawyers.com

Category: Taxation

Vendor: Florida Institute of CPAs

Format: Online

Price: $25.00 members, $35.00 non-members

CPE Credit:  1 hour Technical Business

NASBA Fields of Study:  Taxes

Level:  Update/ Intermediate

Prerequisite:  Practical experience and knowledge of estate planning is suggested.

Advance Preparation:  Review of the accompanying course handout is recommended.

NOTE:  In order to receive CPE credit, the course must be purchased by the individual intending to take it.

Related Courses:  None

Learning Objectives:
After viewing this presentation, participants will be able to:
1.  Identify current planning opportunities using rates, techniques and an increased unified credit amount.
2.  Describe how the Windsor decision (allowing same sex marriages to be recognized under Federal law) affects federal tax planning.
3.  Name estate planning techniques that may be statutorily eliminated.
4.  Describe how trusts can be used to protect distributions to beneficiaries from creditors.

Description: 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.

You will receive 2 emails after registering for this course.  One email will contain the receipt for your course purchase, the other from support@courselaunch1.com providing you with instructions on how to log onto the course.