Financial & Estate Planning Concepts and Techniques

Description

The integrated field of fields of Financial Planning and Estate Planning are complex and include many areas (tax and non-tax) that go beyond the traditional knowledge base of the CPA. This course provides the practitioner with an understanding of a variety of necessary issues and techniques in financial planning and estate planning that all practitioners should know and understand that are beyond the basics.

Highlights

• Teaching clients to understand how to manage risk in a plan
• Understanding insurance needs and tax concepts (life, health and other insurance)
• Understanding long-term care insurance
• An overview of education funding issues
• The current estate and gift tax climate
• Domicile issues in integrated planning
• Tax issues on transfers to split-interest trusts
• Charitable trust issues
• An overview of asset protection concepts and techniques
• Common mistakes in financial planning and how to avoid them

Objectives

To provide an understanding of issues and techniques in the areas of financial planning and estate planning that are beyond the basics but are necessary for the participant to know and understand.

Designed For

CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents<?xml:namespace prefix="o" />