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
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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.

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  • 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
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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.

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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.

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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.

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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.

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  • 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.

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