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Planning for the 99% in 2021
Personal Financial Planning

Planning for the 99% in 2021

Learn how to plan for the everyday client with the latest law changes and proposals.

Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study

Specialized Knowledge



CPE Credits



Steve Siegel


3 months

Product Number


 Part of Webcast Pass
 Business & partner 
Product Details

Planning with the latest updates

“Simple” estate planning is a risk for many clients. Join this webcast to learn what you need to know to protect your clients.

This webcast qualifies for CPA and PFS continuing professional education credit and has been submitted for CFP credit approval.

Key Topics

  • Substantial wealth transfer beginning — higher taxes are coming
  • Proposed changes to transfer tax and income tax
  • The pandemic has emphasized that everyone needs for plan
  • Importance of portability
  • Address the Secure Act changes
  • Put life insurance into an irrevocable trust
  • Income tax basis — still important in planning?
  • The spousal lifetime access trust (SLAT) — works for all

Learning Outcomes

  • Recognize the tax changes that may be coming and how this impacts your clients.
  • Apply the planning strategies that can benefit most of your clients.

Who Will Benefit

  • CPAs, accountants and finance professionals
  • Financial planners
  • Tax professionals
  • Other qualified professionals
More Details
NASBA Field of Study
Specialized Knowledge
Basic knowledge of tax compliance and planning concepts
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
1 hr and 15 mins
Do you have an AICPA membership? Log in to apply your member discount.

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2 to 5 registrants

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6+ registrants

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Contact us
Steve Siegel
Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. Mr. Siegel is the author of many books, including The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning (AICPA 2020, formerly The CPA’s Guide to Financial and Estate Planning); co-author, Income Taxation of Trusts and Estates (Carolina Press 2020); Federal Fiduciary Income Taxation (Foxmoor 2020); and Federal Estate and Gift Taxation (Foxmoor 2016). In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: The Secure Act; Planning for the 99%; Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts; Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and many other titles. Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business, and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, The Notre Dame Tax Institute, CCH, National Law Foundation, AICPA, Investments and Wealth Institute, Yale School of Management, Chicago Booth Business School, Western CPE, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many state accounting societies and estate planning councils, as well as in-house training on behalf of private companies. He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa), JD from Harvard Law School, and LLM in taxation from New York University School of Law.

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