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2024 Estate Planning for Today and Beyond

 Various
 
8.0
Registration is Open
Member Price
$225.00 Regular Registration
Your Price
$275.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 06/10/2025 from 12:00 pm to 8:00 pm
 Sat, 06/21/2025 from 9:00 am to 5:00 pm
 Mon, 06/30/2025 from 10:00 am to 6:00 pm
 Tue, 07/01/2025 from 11:00 am to 6:42 pm
 Tue, 07/22/2025 from 12:00 pm to 7:42 pm
 Mon, 08/04/2025 from 11:00 am to 6:42 pm
 Fri, 08/22/2025 from 12:00 pm to 7:42 pm
 Thu, 09/04/2025 from 11:00 am to 6:42 pm
 Mon, 09/22/2025 from 12:00 pm to 7:42 pm
 Sat, 10/04/2025 from 11:00 am to 6:42 pm
 Wed, 10/22/2025 from 12:00 pm to 7:42 pm
 Tue, 11/04/2025 from 11:00 am to 6:42 pm
 Sat, 11/22/2025 from 12:00 pm to 7:42 pm
 Thu, 12/04/2025 from 11:00 am to 6:42 pm
Designed For:

CPAs, EAs, and attorneys

Prerequisite:

None

Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on current issues. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies.

 

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Recall key trends influencing estate planning
  • Recognize the impact of recent legislative changes on estate planning
  • List advanced strategies for tax minimization and wealth preservation
  • Identify and discuss complex family dynamics within estate planning
  • Describe the process of designing estate plans tailored to meet evolving client objectives and aligning with legal frameworks

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.