Estate Planning For Tax Professionals

  • 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 240 Minutes
  • Credit: IRS Credits: 4.0 | NASBA Credits: 4.0 | QAS: 4.0| Product Code: WEB00110
Contact Person Klaralee R. Charlton
Qty
Add to Cart
Express Checkout
Refer To Friend

Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

As a tax professional, you are a crucial part of the estate planning team. You will also be called upon to assist the family after a death in properly reporting post-death transactions in accord with the existing estate plan. This course will introduce you to the different types of estate planning documents you will encounter and describe the tax reporting requirements associated with each including Wills, Revocable Trusts, and Irrevocable Trusts. The course will also review the types of assets normally transferred by taxpayers at death including real estate, business interests, life insurance, and retirement accounts and how each interact with the taxpayer’s estate plan.

Session Highlights: 

  • Explain the difference between a Will, Revocable Trust, and Irrevocable Trust.
  • Learn how a taxpayer’s assets are transferred when a client structures his estate plan with a Will versus a Trust.
  • Analyze the transfer process for the main assets of a Taxpayer’s estate and the tax consequences associated with each.
  • Determine which estate planning techniques are advisable for clients in different situations and when clients should take action to make changes.
  • Identify tax saving opportunities for clients to pursue both before and after a death.

Learning Objectives:

  • Understand the differences between the primary estate planning documents.
  • Advise clients on the pros and cons of estate planning techniques.
  • Analyze the tax consequences related to using each type of estate planning document.
  • Describe the transfer process for each of the taxpayer’s main types of assets.

Who Will Benefit:

CPA's
Tax and Estate Planning Attorneys
Accountants
Registered Agents
Tax Compliance Managers
Other Tax Professionals
Finance Professional

Speaker Profile:
Klaralee Charlton is a Shareholder with Katz, Look & Onorato, P.C. where she practices fiduciary tax, estate administration, and business transactional law. As part of her practice, Ms. Charlton guides clients through the process of administering a loved one’s estate including the collection, valuation, management and transfer of assets including financial accounts, real estate, and business interests with a focus on minimizing estate and income tax liability. She also works closely with trustees of ongoing trusts to ensure compliance and prepares clients’ fiduciary income tax returns annually.

Klaralee has written and lectured on topics including estate and gift tax, fiduciary income tax reporting and U.S. regulations governing the valuation of small family businesses. She previously served as Chair of the Colorado Bar Association, Tax Section and President of the Greater Denver Tax Counsel Association. She earned her J.D. from the University of Utah, S.J. Quinney College of Law, her LL.M. in Tax Law from the University of Denver, and her B.A. in political science from Bryn Mawr College. She is admitted to practice in both Colorado and Montana.

Credits and Other information:

  • Recommended CPE credit – 4.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: PJGWS-T-00050-22-O
  • Attendance Requirement:  Yes
  • Session Duration: 4 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference
IRS Credits
NASBA Credits
QAS
1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?

We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

3. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT
4. How can I view /access the courses that I have registered for?

When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.

5. How can I cancel my registration?

You can cancel your registration to by email at support@pro2learn.com.  If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.

6. How can I download the learning materials/Handouts available for the webinars/Seminar?

The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.

7. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth
8. What are CPE Package Courses?

Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.

9. What is web download and transcript?
  • The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
  • The transcript is the detailed written material presented during the webinar.
10. What is an On demand session?

On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

11. How do I access a previously purchased webinar, self-study course, Web Download, or package?

To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.

12. I took a webinar, where is my certificate?

We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.

Recommended Courses

Date Conferences Duration Price Buy
Oct 08, 2021 Foundations of Preparing Form 1041 Trust & Estate Income Tax Return 240 min $179 Buy
Sep 22, 2021 Foundations of Preparing Form 706 Estate Tax Return 240 min $179 Buy
Nov 30, 2023 Foundations of Form 1041 Fiduciary Income Tax Return 180 min $159 Buy
Jan 24, 2024 Foundations of Preparing Form 1041 Trust & Estate Income Tax Return 240 min $159 Buy
Jul 19, 2022 Foundations of Preparing Form 1041 Trust & Estate Income Tax Return 240 min $159 Buy
Jan 31, 2023 Foundations of Preparing Form 1041 Trust & Estate Income Tax Return 240 min $159 Buy
Jun 01, 2023 Foundations of Preparing Form 1041 Trust & Estate Income Tax Return 120 min $159 Buy
Jun 14, 2023 Foundations of Preparing Form 1041 Trust & Estate Income Tax Return 240 min $159 Buy
Oct 05, 2023 Foundations of Preparing Form 1041 Trust & Estate Income Tax Return 240 min $159 Buy
Sep 26, 2023 Estate and Income Tax Planning for the Surviving Spouse 120 min $159 Buy