Top 10 Things to Know About Estate Taxation & Planning 2024-25
Provider: CalCPA
Length: 420 minutes
Taxes
8 CPE Credits
Intermediate
QAS self study
Financial Planning
Clients believe that estate planning is only for the wealthy. 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, even when the estate tax doesn't apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy.