Webcast Acronym: UTEL-8hr
Webcast
Title: Larry
Stein’s 2013 Update On Tax, Estate, Long-Term Care, Health Care, And Asset
Protection Strategies For Your Wealthy, High-Income Clients
Recommended
CPE Credit Hours: 8
CPE Credit Hours.
Highlights:
Come
join Larry Stein as he discusses today’s top ideas for your wealthy,
high-income clients. Tax Estate, Long-Term Care, Health Care Reform, and Asset
Protection Strategies will be covered.
Learning Objectives:
Upon
the successful completion of this webcast, the participants will be able to
explain selected key tax and estate planning strategies for their wealthy,
high-income clients.
Major Topics:
·
Estate
Planning – Trusts, Decanting Update, IRAs, Roth IRAs, Dynasty Trusts, And More!
·
Marital
Portability And Credit-Shelter Trust Developments.
·
Tax Planning –
Charitable Contributions, Qualified Residence Interest, Rental Real Estate, Tax
Shelter Reporting, FATCA Developments, Basis, Capital Gains, And Intra-Family
Transactions.
·
Long-Term Care
Planning – Options, Long-Term Care Insurance, Durable Powers Of Attorney, And
More!
·
Health Care
Taxes – High-Income Clients.
·
Asset
Protection – Five (5) Essential Moves Right Now!
·
IRS’s Global
Wealth Squad Focus On Your Clients.
Designed For: CPAs (6+ years of
experience). You must have a basic knowledge of federal taxation.
NASBA Fields Of
Study: Taxes; Estate Planning.
Level: Intermediate.
Presentation
Method: Live Webcast Lecture With Questions And Answers.
Recommended
Advanced Preparation: Basic Knowledge of Federal
Income, Estate, and Gift Taxation.
“I have registered with the Texas State Board of Public
Accountancy as a CPE sponsor. This registration does not constitute an
endorsement by the Board as to the quality of my CPE program.”
Larry
Stein CPE Live Webinars
ID# 109111
Phone: 954.721.5588
Group Internet-Based
Larry
Stein
