2020 Estate & Financial Planning Update (Completed)

Date: Tuesday, December 1, 2020
Instructor: Klaralee R. Charlton
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Law Updates for EAs and OTRPs
2 hours Federal Tax Updates for CTEC
2 hours Estate Planning for CFP

From the Secure Act to the Cares Act and everything in between, 2020 has brought whirlwind change for clients (and the practitioners on whom they rely). In this presentation, we will recap the highlights of 2020 and what you need to know to provide the answers your clients are seeking regarding how to make the most of these changes from both a financial planning and an estate planning perspective.

Who Should Attend
Attorneys, CPAs, and Enrolled Agents.

Topics Covered

  • Opportunities for Individual Tax Saving as a Result of 2020 Legislation
  • Changes to Retirement Plan Savings and Withdrawal Rules
  • Modification of Beneficiary Withdrawal Rules
  • Key Estate Planning Topics to Frequently Remind Clients
  • Key Questions to Expect From Clients and How Best to Advise

Learning Objectives

  • Describe the various legislative action from 2020 including the Secure Act and Cares Act
  • Recognize and analyze the potential tax impacts related to changes to the IRA contribution, withdrawal, and beneficiary rules
  • Identify how to recommend estate and financial planning ideas for clients looking to reduce tax liability while achieving estate planning goals
  • Identify the benefits of certain estate planning techniques and their application for clients


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic understanding of estate & financial planning.

Advance Preparation

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