Cutting-Edge Estate and Financial Planning Trends
Overview
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In the rapidly evolving field of estate and financial planning, staying updated on the latest issues and methodologies is critical for practitioners. This course offers a comprehensive one-day exploration of cutting- edge trends, techniques, and challenges that are shaping the future of estate and financial planning. Participants will gain insights into the most current developments and strategies to optimize client outcomes.
From addressing complex estate and gift tax planning to focusing on the distinctive needs of aging clients, this course covers a wide range of pertinent topics. By the end, participants will be equipped to tackle the most pressing issues and incorporate the latest trends into their practice.
Highlights
- Uncertain estate and gift tax planning strategies
- Common client errors in estate and financial planning
- Domicile considerations in tax, financial, and estate planning
- Charitable planning challenges and solutions
- Effective use of split-interest trusts
- Advanced insurance concepts in estate planning
- IRA distribution planning requirements
- Estate and financial planning for aging clients
- Future trends in estate and financial planning
Prerequisites
A basic understanding of the underlying concepts of estate and financial planning
Designed For
CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers
Objectives
At the end of this course, you will be able to-
- Identify and apply the latest trends and techniques in estate and financial planning.
- Analyze current challenges in estate and gift tax planning.
- Address common client errors in estate and financial planning.
- Evaluate domicile-related considerations for tax, financial, and estate planning.
- Develop strategies for advanced charitable planning.
- Utilize split-interest trusts to optimize client outcomes.
- Explain advanced insurance concepts in estate planning.
- Create comprehensive IRA distribution plans.
- Solve unique planning needs for aging clients.
Preparation
None
Leader(s):
Leader Bios
Arthur Werner, Werner & Rocca, PC
Arthur Joseph Werner, J.D., M.S. (Taxation)
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.
In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $462.00
Member Price $362.00