Web Events

PFP Boot Camp: Estate and Charitable Planning

Speakers: Tom Tillery
DeliveryType:  Video Webcast
    Select Date & Time:
  • $159.00-$199.00
    PFP Boot Camp: Estate and Charitable Planning 01:00 pm - 05:00 pm ET Product #: WC1380345
    Add to Calendar 05/08/2017 13:00:00 05/08/2017 17:00:00 America/New_York AICPA Webcast: PFP Boot Camp: Estate and Charitable Planning
    Register at http://www.aicpastore.com/PersonalFinancialPlanning/TaxPlanning/PRDOVR~PC-PFSE4/PC-PFSE4.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $159.00
    Non-Member: $199.00

This webcast is a part of the Personal Financial Planning Boot Camp webcast series.

This session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels. Charitable planning is also explored, with a review of various vehicles and trusts which have been created: lead trusts, remainder trusts, pooled income funds, private foundations and charitable gift annuities. Non-tax aspects of estate planning, including the estate planning process, wills, trusts, durable powers of attorney, powers of appointment, and probate procedure are also studied.

Learning Objectives

  • Recognize the unification of the estate tax and gift tax systems
  • Recognize the importance of communication among and between family members in the estate and tax planning process
  • Identify the income, estate, gift, and generation skipping transfer tax consequences resulting from the use of inter vivos and testamentary trusts
  • Compare the advantages and disadvantages of transferring property through use of the annual exclusion
  • Determine the income tax consequences of establishing grantor and nongrantor charitable lead trusts

Important Information on Your CPE Credit


PFP section members and PFS credential holders receive a 20% discount:

When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$199 $159

5 - 9

$179 $145

10 - 20

$169 $135

21 +

$159 $129

All group attendees must be sitting in the same room in order to obtain CPE credit.

Speaker Bio

Tom Tillery
Vice President, Financial Planning Advocate, LLC
Vice President & CCO, Paraklete® Financial, Inc.

Mr. Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council. Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs. Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

System Requirements