FULL – 2 Day Seminar – 16 Hours of CE Credit

November 9, 2023 @ 8:30 am - 5:00 pm

$79.00

Developed especially for:

CPA’s, CFP’s, & Insurance Professionals

$79 attendee fee

*Breakfast, Lunch, and Beverages Provided Both Days*

Estate Planning Overview for 2023 and Beyond:

How to Identify and Create Opportunities in a Changing Tax Environment

The presentation will cover the following:

Day 1

* Effective Estate Planning – The World has Changed

* Introduction to Income & Estate Taxation

* Evolving Tax Issues for 2024

* Problems with Traditional Planning

* Revocable Living Trusts

* Planning that Focuses on Client’s Goals

* Irrevocable Life Insurance Trusts

Day 2

* Planning with Tax Cuts and Job Acts, Other Tax Savings

* Asset Protection, Safety from Creditors and other Predators

* Planning for Retirement Benefits

* Probate and Trust Administration

* Planning for Estates with Firearms

Details