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Top 10 Things to Know About Estate Taxation & Planning 25-26

 Various
 
8.0
Registration is Open
Member Price
$329.00 Regular Registration
Your Price
$439.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 07/16/2025 from 9:00 am to 4:30 pm
 Wed, 07/16/2025 from 11:00 am to 6:30 pm
 Thu, 11/20/2025 from 9:00 am to 4:30 pm
 Thu, 11/20/2025 from 11:00 am to 6:30 pm
 Tue, 01/06/2026 from 9:00 am to 4:30 pm
 Tue, 01/06/2026 from 11:00 am to 6:30 pm
 Wed, 04/22/2026 from 9:00 am to 4:30 pm
 Wed, 04/22/2026 from 11:00 am to 6:30 pm
Designed For:

CPAs, financial planners and tax preparers.

Prerequisite:

General knowledge of individual income tax planning and issues.

Clients believe that estate planning is only for the wealthy who will owe Federal estate tax. This isn't the case. Perhaps as a result of the 2020 pandemic, estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques. Estate planning involves personal issues that affect everyone, whether or not the estate tax will apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy.

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

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Identify latest developments in estate planning
  • Determine appropriate strategies and beneficiary designations to maximize after-tax assets
  • Recognize issues that require updates to an existing plan, and traps for the unwary

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.