![]() ![]() ![]() Section 199A & specified service trade or business.Learn how the qualified business income (QBI) deduction under IRC Section 199A impacts the majority of your clients and how to help them navigate the complexities. Find out what strategies and considerations you should address with your clients. Learn strategies you can use to help your clients transfer their estates in a tax efficient way.Īn estate plan is not just about taxes, but everyone should have one. Portability is a game changer in tax and estate planning. Learn about the opportunity zones and Section 199A qualified business income deduction related to real estate investing. Learn about the tools and strategies for aging and elder planning to help your clients navigate complex issues like Social Security and Medicare. Understand and evaluate the types of entities and the tax and financial planning impact on your client. Evaluating the choices among the available entities.Learn how you can help your business owner and executive clients navigate tax and planning strategies that best fit their needs. Total financial counseling for the executive.How to make a marital deduction bequestĮvaluate strategies of making outright gifts and other alternatives as part of the estate planning process with your clients.Understand the strategies for high net worth individuals to pay transfer taxes while protecting assets that will pass to heirs. Learn how you can help your clients navigate the array of retirement planning strategies and choose the savings vehicles that best fit their needs. Individual retirement account planning opportunities.Understand planning strategies for high-income individuals using grantor retained interest trusts. Understand tax planning strategies to use with your clients with charitable intent. Learn how the estate plan fits into the overall personal financial plan to approach your clients to build trust and communicate effectively as well as. Learn the key issues that CPA financial planners and professionals in financial and estate planning can proactively communicate with clients. The Adviser’s Guide to Financial & Estate Planning - Introduction. ![]() This 2019 video series, by Steve Siegel complements The Adviser's Guide to Financial and Estate Planning, provides short learning opportunities and guidance to CPAs and financial planners advising clients in tax, retirement, estate, risk management and investment planning matters (/pfp/estate). ![]()
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