Course ID: BEST

Cutting-Edge Estate and Financial Planning Trends

In the realm of estate and financial planning, seasoned professionals constantly seek to stay abreast of the latest issues and methodologies. This course distills the pinnacle of these issues and techniques into a comprehensive one-day exploration.


Learning Objectives

At the end of this course, you will be able to:

  • Identify and comprehend the most current issues and optimal techniques within the landscape of estate and
    financial planning.

Major Topics
  • Navigating the intricacies of uncertain estate and gift tax planning.
  • Unveiling prevalent client errors in estate and financial planning.
  • Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning.
  • Tackling challenges inherent to charitable planning strategies.
  • Proficiently employing split-interest trusts for optimal outcomes.
  • Unraveling the complexities of advanced insurance concepts.
  • Mandate for meticulous IRA distribution planning.
  • Addressing distinctive planning nuances for the aging clientele.
  • Anticipating the forthcoming horizon in the field.

Who Should Attend

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


Fields of Study
Taxes

Prerequisites

A basic understanding of the underlying concepts of estate and financial planning


Provider
Business Learning Institute

CPE Credits
8.0

Level
Intermediate

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: or team@blionline.org
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