Estate Planning Strategies: Advanced Techniques and Tools
Online
8.00 Credits
Member Price $245.00
Non-Member Price $295.00
Overview
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 kori.herrera@acpen.com
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.
Highlights
- Legislative and regulatory changes in estate and gift taxation
- Wealth transfer strategies under the new administration
- Charitable deduction planning and compliance requirements
- Advanced estate planning tools, including split-interest trusts
- Using closely held stock for charitable contributions
- Generation-skipping transfer tax planning
- Strategic use of life insurance in estate planning
Designed For
CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents
Prerequisites
Moderate experience in estate planning
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/Account/login. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
Leader Bios
Arthur Werner, President, Werner-Rocca Seminars, Ltd.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.
In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $295.00
Member Price $245.00