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Retirement Planning and Retirement Tax Planning: 2021 and Beyond (RTXP)

Choose CPE Format:

Self-Study SELECT STARTING AT $75 (On Demand)

On-Demand Webcast

Credits: 3

Qualifies For: IRS CPE

$75
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Retirement Planning and Retirement Tax Planning: 2021 and Beyond (RTXP)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    3
  • Qualifies for

    IRS CPE

Overview

The transfer of property after death is often delayed or even derailed by a lack of careful estate planning. Money and time are wasted due to recordkeeping and paperwork issues. This course will cover essential estate-related planning to avoid these issues and transfer property efficiently. In addition, this course also focuses on the Biden administration’s proposal to lower the transfer tax exemption amount to $5 million, opening up many additional estates to the tax.

Major Topics:

  • Common trust vehicles used to safeguard assets from young or incompetent beneficiaries
  • Preparing a valid will that fulfills the testamentary expectations of the decedent
  • Consequences of intestacy
  • Transfer of IRAs and retirement plans
  • Methods of transferring property outside of a will
  • Biden estate tax proposals and minimizing transfer tax liability if the transfer tax exemption is reduced
  • Ways to transfer jointly owned marital property to the surviving spouse
  • Probate generally and for property held outside the state of residence at death

Learning Objectives

  • Advise clients as to how to avoid needless cost and delay with effective estate-planning strategies
  • Understand the Biden administration's estate tax proposals and their effects, if enacted

Designed for:

All tax practitioners advising clients on estate planning and estate tax planning

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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