Knowing the basics of advanced estate planning strategies is essential in advising clients with significant wealth seeking assistance in developing...
8/14/2024 10:00am - 1:30pm | Online | CalCPA
Members: $159.00, Non-members: $209.00
CPE Categories: Taxation (4 CPE)
Knowing the basics of advanced estate planning strategies is essential in advising clients with significant wealth seeking assistance in developing succession plans to address individual needs. However, running the numbers under various scenarios and assumptions is critical to the success of a plan. This webinar focuses on modeling the numbers for the different strategies and building flexibility into a plan. Such modeling in a live demonstration of financial planning software, running modeling exercises and reviewing examples of sophisticated estate and business planning scenarios is critical to understanding the concepts.
CPAs, attorneys, investment advisers and fiduciaries.
An understanding of the basics of transfer and succession planning.
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