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Estate Planning Strategies: Advanced Techniques and Tools

 Wed, 11/05/2025 from 12:00 pm to 8:00 pm
 
8.0
26 / 2-307659
Registration is Open
Member Price
$245.00 Regular Registration
Your Price
$295.00 Regular Registration
Designed For:

CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents

Prerequisite:

Moderate experience in estate planning

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 [email protected]

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

  • 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.

 

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.