产品形象
必须考虑的死后决定
个人理财规划
网络直播

必须考虑的死后决定

Discuss key decisions about taxes, 房地产 matters and more for families and fiduciaries after a loss.

$0 - $118
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格式

网络直播

日期

2024年5月7日

NASBA研究领域

专业知识

水平

中间

CPE学分

1.5

教练

史蒂夫·西格尔

可用性

3个月

产品编号

WC4541272

 视图  
 业务 & 合作伙伴 
产品详细信息

Have questions about what happens after a 客户端 or one of a 客户端's loved ones passes? Unsure of the decisions your 客户端s or other beneficiaries face? This presentation equips you with the knowledge to navigate this sensitive time.

在这个网络广播中,你将:

  • Learn about crucial decisions for heirs and fiduciaries
  • Explore the power of disclaimers in 遗产规划
  • 了解必要的税务申报
  • Gain clarity on key post-death elections specific to your 客户端's situation

You'll be able to take control and ensure a smooth process for your 客户端s and their loved ones through this difficult time.

此事件符合cfp资格.

关键的话题

  • Critical actions that need to be taken when your 客户端 passes away
  • 指导继承人和被继承人的受托人

学习成果

  • Distinguish the many important decisions that can and should be made by the heirs and fiduciaries of a decedent.
  • Analyze how disclaimers work, and the many planning opportunities they present.
  • Determine the tax returns that must be filed after a decedent's death to address the proper administration of the 房地产.
  • Differentiate the key unique post-death elections and decisions that should be considered for a decedent 客户端.

谁将受益

  • 为个人客户服务的税务专业人士
  • CPA financial planners and other professional financial planners
  • 提供税务服务的执业人士, 退休, 房地产, 投资及/或风险管理规划服务

pps会员节省20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found 在这里. 不确定你们律所是不是会员? 发送一个 电子邮件 我们会马上回复你! Or, 了解更多 关于加入pps!

信用信息
CPE学分
1.5
NASBA研究领域
专业知识
水平
中间
先决条件
基本的财务规划知识, 退休计划, 遗产规划, 税务规划和投资规划
访问
这是一个数字产品. With full paid access the content will be available to you for 3个月 after purchase date.
持续时间
1小时30分钟
更多信息请参考 CPE要求和NASBA赞助信息
定价
你有美国注册188bet亚洲真人体育下载或CIMA会员资格吗? 登录 申请会员折扣.
非会员
$118.00
协会成员
$94.00
CIMA会员
$94.00
PFP组成员
$0.00
税务组成员
$76.00
PFS证书持有人
$76.00

为您的团队进行分组订购

2至5名注册人

节省时间与我们的团体订购表格. We’ll send a consolidated invoice to keep your learning expenses organized.

开始的订单

6 +注册者

我们可以提供团体折扣. 电子邮件 客户端.support@aicpa-cima.com
美国客户来电 1-800-634-6780 (选择 1)

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演讲者
史蒂夫·西格尔
JD, LLM
史蒂文·G. 西格尔, JD, LLM, 是西格尔集团的总裁, 哪家公司为律师提供咨询服务, 会计师, 企业主, 家族理财室, 还有理财规划师. Based in Morristown, New Jersey, the Group provides services throughout the United States. Mr. 西格尔是许多书的作者, including The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning (188bet亚洲真人体育下载 2020, formerly The CPA’s Guide to Financial and Estate Planning); co-author, Income Taxation of Trusts and Estates (Carolina Press 2020); Federal Fiduciary Income Taxation (Foxmoor 2020); and Federal Estate and Gift Taxation (Foxmoor 2016). In conjunction with numerous tax planning lectures he has delivered for the 国家法律基金会, Mr. 西格尔 has prepared extensive lecture materials on the following subjects: The Secure Act; Planning for the 99%; Planning for An Aging Population; 业务 Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; 业务 Acquisitions: Representing Buyers and Sellers in the Sale of a 业务; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts; Introduction to Estate Planning; 中间-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and many other titles. Mr. 西格尔 has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, 业务, and 遗产规划 topics on behalf of numerous organizations, 包括Heckerling税务规划研究所, 圣母大学税务研究所, CCH, 国家法律基金会, 188bet亚洲真人体育下载, 投资及财富研究所, 耶鲁大学管理学院, 芝加哥布斯商学院, 西方CPE, 全国188bet亚洲真人体育下载, Cohn-Reznick, Foxmoor教育, many state accounting societies and 遗产规划 councils, as well as in-house training on behalf of private companies. He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. Mr. 西格尔 holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa), 哈佛法学院法学博士, and LLM in taxation from New York University School of Law.
可访问性

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, 包括残疾人士, have access to the profession and the Association's website, 教育材料, 产品, 和服务.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. 如需更多资料,请参阅 协会网站无障碍政策. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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