Clients believe that estate planning is only for the wealthy who will owe Federal estate tax. This isn't the case. Perhaps as a result of the 2020 ...
4/22/2026 10:00am - 5:30pm | Online | CalCPA
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CPE Categories: Taxation (8 CPE)
Clients believe that estate planning is only for the wealthy who will owe Federal estate tax. This isn't the case. Perhaps as a result of the 2020 pandemic, estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques. Estate planning involves personal issues that affect everyone, whether or not the estate tax will apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy.
CPAs, financial planners and tax preparers.
General knowledge of individual income tax planning and issues.
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