A Web Seminar Series:
Year-End Planning for Individuals in an Uncertain Environment
Part 1: Year-End Financial and Estate Planning Strategies That Should Be Considered Now - Essential Estate Planning Considerations
Date: November 14, 2011 at 11 am EST
Duration: 1 and a half hours
Speakers: Lisa Featherngill, Robert Keebler, Martin Shenkman, Scott Sprinkle
2011 has certainly proven to be a tumultuous year. Year-end is the opportune time for CPA financial planners to help clients make critical financial and estate planning decisions and take advantage of income tax and estate planning opportunities as the year comes to a close. Turmoil and uncertainty require a two-pronged planning approach: (1) creative planning; and (2) careful monitoring and administration of existing plans. Practitioners should encourage clients to come in for year-end planning meetings but then encourage upkeep and maintenance of existing planning to protect assets from the heightened litigation risks recession brings, and secure tax and other planning objectives.
During this web seminar, the panel covered critical planning considerations, including:
What does uncertainty in Washington mean for planning?
Estate, gift & trust planning
Year-end planning ideas that should be considered:
Establishing and funding dynasty trusts to utilize as much of the current gift exemption as appropriate
- Loss harvesting
- Roth IRA recharacterizations and conversions
- Grantor Retained Annuity Trusts (GRATs)
- Charitable giving
- Opportunities with market pull-backs
- Income acceleration in 2011 and 2012
Anyone may attend this seminar for free without receiving CPE credit. The cost for non-AICPA members to attend and receive CPE credit is $75. The cost for AICPA members to attend and receive CPE credit is $65. The cost for Tax Section and PFP section members (inclusive of PFS credential holders) to attend and receive CPE credit is $50. CPE credit will be available for purchase as late as two weeks after the event.
Webinar Presentation Recording | Presentation Materials | Supplemental Materials - Outline