PFP Boot Camp: Estate and Charitable Planning
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.
- 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
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 firstname.lastname@example.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
5 - 9
10 - 20
All group attendees must be sitting in the same room in order to obtain CPE credit.