Recognizing and Correcting Failures in a Client's Estate Plan
Description
The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Having a thorough knowledge of tax law as well as non tax law is important to the professional in properly advising clients during the estate planning process. There are many common pitfalls, errors and mistakes clients and professional make during this process. This course is designed to explore these issues and provide the practitioner with practical solutions to common mistakes in the estate planning process.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Highlights
Recognizing Why Clients Fail
Distinguish and Understand the Core Objectives of an Estate Plan
Implementation of the Core Objectives
Understanding the Needs of a Client
How to Gather Data
Disability Issues
Distribution Issues
Identifying Failures
Proper Selection of Fiduciaries
Objectives
To assist the professional in understanding the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process
Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Registration for this course has passed.
Course Pricing
Member Fee
Applicable if you are a HSCPA member in good standing. |
$39.00 |
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Non-Member Fee
Applicable if you are not a HSCPA member. |
$59.00 |
Your Price | $59.00 |