In the realm of estate and financial planning, seasoned professionals constantly seek to stay abreast of the latest issues and methodologies. This course distills the pinnacle of these issues and techniques into a comprehensive one-day exploration.
Highlights
Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.
Who Will Benefit
CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers
