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Webinar Library: Estate Tax Issues 


Welcome to the Webinar Library for all Estate Tax Issues! As a Tax Section member benefit, you have unlimited access to all archived webinar recordings and presentation materials.

2013 Webinars
 2013  Estate Planning, Income Tax Planning, and Financial Planning (podcasts)
 7/17/2013  Impact of the New 3.8% Tax on Individuals and Pass-through Entities
7/10/2013 Should you Trust a Trust as an IRA Beneficiary? (rebroadcast 8/6/13)
 6/12/2013 Medicare Surtax and its Impact on Trusts and Estates    
 5/6/2013 Top 10 Estate Planning Strategies for 2013 (Powerpoint)
 5/2/2013 Proactive Planning in 2013 (Powerpoint)
 4/18/2013 IDGTs:  Using Intentionally Defective Grantor Trusts to Intentionally Do Great Things! (Powerpoint)
 4/12/2013 Estate Tax Provisions in the President's Fiscal Year 2014 Budget (podcast)
 2/19/2013 Advanced Gift Tax Preparation Issues (rebroadcast 4/8/13) (Powerpoint)
1/30/2013 Key 2013 Planning Considerations for Tax Season (podcast)
1/17/2013 Compliance and Estate Planning Issues with the 3.8% Medicare Surtax (Powerpoint)
 1/11/2013 Under ATRA 2012, Estate Fiscal Year Election is Crucial (podcast)
 1/9/2013 Fiscal Cliff Settlement: What CPAs Need to Know to Advise Individual and Estate Planning Clients (Powerpoint)
1/4/2013 Take Charge of Your Financial Future (Powerpoint)
 1/4/2013  Estate, Gift, and GST Planning under ATRA (Podcast)

2012 Webinars
 12/26/2012  Up to (and Over?) the Fiscal Cliff
11/14/2012  Proactive Planning in Preparation for 2013:  Post-Election - Now What? How CPA Financial and Estate Planners can Advise their Clients
10/23/2012 The Domestic Asset Protection Trust: Combining It with Double LLC
10/18/2012 Plan Now for 2013: Tax, Gift and Estate Planning Tips – What to Do Before December 31
08/29/2012 Proactive Planning in Preparation for 2013: In-Depth Estate Planning Strategies to Consider Prior to Year-End
08/15/2012 Series: Proactive Planning in Preparation for 2013 The 3.8% Medicare Surtax and Its Impact on Trusts & Estates
07/29/2012 In-depth Estate Planning Strategies to Consider Prior to Year-End
07/12/2012 Strategies to plan for the 3.8% Medicare Surtax in connection with trusts and estates (Podcast)
07/12/2012 2012 Estate Planning Landscape Overview (rebroadcast 8/22/12)
05/09/2012 Proactive Planning in Preparation for 2013
05/07/2012 What You Need to Know for 2011 FBARs: Required Reporting of Foreign Bank and Financial Accounts Due by June 30, 2012
03/20/2012 IRC § 6038D: Specified Foreign Financial Asset Reporting: When is Form 8938 Required in 2011 Individual Income Tax Returns?
02/21/2012 Estate Planning Impact of President's Budget Proposals (Podcast) transcript/blog (available)


2011 Webinars
12/20/2011 Business Succession Planning In-Depth
11/22/2011 Estate Planning in Depth
11/15/2011 2011 Deaths and Form 706 and Portability (transcript/blog available)
11/15/2011 Client Review Meeting Essentials
11/14/2011 Year-end Financial and Estate Planning Strategies that Should be Considered - Essential Estate Planning Considerations
11/02/2011 What Appraisers, Accountants, and Attorneys Need to Know About Business Valuation-Related Issues in Estate Planning
10/19/2011 Top Reasons Your Clients Should Be Seeking Your Advice on Estate Planning
10/18/2011 Protecting You and Your Loved Ones: Estate Planning For Consumers
09/20/2011 Analyzing the Carryover Basis Election Impact on 2010 Estates
09/13/2011 Critical Issues to Consider: Estate Planning Filings (transcript/blog available)
08/12/2011 New Estate Planning Guidance for Decedents Passing in 2010 (transcript/blog available)
08/10/2011 Practical Retirement Strategies for Boomers
05/20/2011 The Top 15 Estate Planning Ideas that CPA Financial Planners Should Consider Now
03/17/2011 Common Business Valuation Issues as Addressed by the IRS
03/01/2011 Federal Transfer Tax Valuation Issues for 2011: An Update on Recent Court Cases and Opportunities for Valuation Work
02/09/2011 Generation Skipping Transfer Tax Planning In-Depth
02/03/2011 Financial & Estate Planning in 2011, 2012 and Beyond: A Game Plan for Practitioners and Their Clients
01/05/2011 2011 Estate Planning - Lame Duck Session Wrap Up: What Planners Need to Know


2010 Webinars
12/15/2010 2010 Year-End Planning: Taking Advantage of Legislative Chaos
12/14/2010 Carryover Basis In-Depth: What CPAs To Know About The New Rules
10/18/2010 Financial and Estate Planning: What Should Your Clients Do Now?
10/06/2010 Estate and Financial Planning for People Living with Chronic Illness
03/18/2010 Estate Tax Administration: What to Do If Your Client Died During the Gap Period
01/12/2010 Webinar on Estate Tax Repeal for 2010 (or Not?): What it Means for CPAs and Their Clients


Webinars on related topics
01/26/2011 Top 10 Things to Discuss with Your Individual Tax Clients in 2011
11/17/2010 Year-End Tax Planning in Uncertain Times
05/19/2010 The Practical Side of Roth Conversion Planning
10/06/2010 Estate and Financial Planning for People Living with Chronic Illness
08/25/2010 Tax Strategy Patents - Is This the Beginning or the End? Implications of Bilski on Patenting Tax Strategies



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