Medicare Surtax and Its Impact on Trusts and Estates

Webcast:  This is the 6/12/13 AICPA webinar on the new Medicare surtax impact on trusts and estates.
Published on February 14, 2013

2012 Estate Planning Webinar

Webcast:  This AICPA Tax Division webinar will cover planning opportunities for 2012 regarding use of the (possibly expiring at the end of 2012) $5 million gift tax exemption and portability.  It will include discussion of various estate planning techniques that estate planners may want to consider for clients now as they
Published on March 20, 2013

October 19 Webinar Top Reasons Why Your Individual Clients Should be Seeking Your Advice on Financial and Estate Plannin...

Webcast:  This is the AICPA webinar on estate planning for financial planners held on October 19, 2011.
Published on April 23, 2013

November 22, 2011 Webinar on Estate Planning in Depth

Webcast:  This is the November 22, 2011 AICPA webinar on estate planning in depth.
Published on December 22, 2011

November 14, 2011 AICPA Webinar on Year-End Estate Planning Strategies

Webcast:  This is the 11/14/11 AICPA webinar on year-end estate planning.
Published on April 23, 2013

Analyzing the Carryover Basis Election Impact on 2010 Estates - AICPA Webinar - September 20, 2011

Webcast:  This is the 9/20/11 AICPA webinar on carryover basis.
Published on December 22, 2011

Compliance and Planning Issues with the 3.8% Medicare Surtax Webinar - Jan. 17, 2013

Webcast:  This is the information on the 1/17/13 AICPA webinar on the 3.8 percent Medicare surtax compliance and planning issues.
Published on May 07, 2013

Business Succession Planning Webinar - December 20, 2011

Webcast:  This page is for the December 20, 2011 AICPA webinar on business succession planning.
Published on April 10, 2013

November 15, 2011 AICPA Webinar on Client Review Meeting Essentials

Article:  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.
Published on April 23, 2013

Top 15 Estate Planning Ideas that CPAs Should Consider Now Webinar - May 20, 2011

Webcast:  This is the May 20, 2011 AICPA webinar on top 15 estate planning ideas.
Published on October 19, 2011

2011 Deaths and Form 706 and Portability AICPA Webinar - November 15, 2011

Webcast:  This is the 11/15/11 AICPA webinar on 2011 deaths and portabilty.
Published on April 09, 2013

In-Depth Estate Planning Strategies to Consider Prior to Year End Webinar - August 29, 2012

Webcast:  This 8/29/12 AICPA webinar was on in-depth estate planning strategies for practitioners to consider prior to 2012 year end.
Published on April 10, 2013

Steps to Take During the Lame Duck Session Webinar - November 2012

Webcast:  Proactive Planning in Preparation for 2013: Steps to Take during the Lame Duck Session - Four estate and financial planners will cover important planning strategies to implement in the remaining 6 weeks after the election.  Hear how leading practitioners are advising their clients for the remainder of the year given
Published on November 21, 2012

Advanced Gift Tax Preparation Issues AICPA Webinar

Webcast:  This is the 2/19/13 AICPA webinar on advanced gift tax preparation issues.
Published on March 28, 2013

Should You Trust a Trust as an IRA Beneficiary

Webcast:  This is the 7/10/13 AICPA webinar on should you trust a trust as an IRA beneficiary?
Published on April 22, 2013