Cutting-Edge Estate and Financial Planning Trends of 2025

Overview

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.

Highlights

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.

Prerequisites

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

Designed For

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

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

Notice

Approved for EA Credits