Estate Planning Strategies: Advanced Techniques and Tools
Overview
As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues, including the latest legislative and regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques, and the impact of recent tax law changes on estate and gift taxation.
With a focus on real-world application, this course provides practical strategies for leveraging closely held stock, split-interest trusts, and life insurance in estate planning. Attendees will explore how to maximize tax benefits while ensuring compliance with changing regulations, ultimately helping clients achieve their financial and legacy goals.
*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate
Highlights
- Legislative and regulatory changes in estate and gift taxation
- Wealth transfer strategies under the new administration
- Charitable deduction planning and compliance requirements
- Advanced estate planning tools, including split-interest trusts
- Using closely held stock for charitable contributions
- Generation-skipping transfer tax planning
- Strategic use of life insurance in estate planning
Prerequisites
Moderate experience in estate planning
Designed For
CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents
Objectives
- Analyze recent changes in the Internal Revenue Code relevant to estate planning.
- Evaluate strategies for tax-efficient wealth transfers and asset protection.
- Determine the requirements and benefits of charitable deduction strategies.
- Assess the tax implications of charitable contributions in estate planning.
- Develop tax-saving strategies using closely held stock and split-interest trusts.
- Explain the generation-skipping transfer tax and its planning applications.
- Identify opportunities to incorporate life insurance into estate plans to optimize tax outcomes where life insurance can be strategically employed in estate planning and discuss its advantages.
Preparation
None
Leader(s):
Leader Bios
Arthur Werner, Werner-Rocca Seminars, LTD
Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise include business, tax, financial, and estate planning for high net worth individuals.
In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University located in Philadelphia, Pennsylvania.
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, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was 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 $295.00
Member Price $245.00