AAACPA South Texas Virtual & Breakfast Meeting - April 2023 (Part 1 of 2)
Friday, April 21, 2023, 9:30 AM - 10:30 PM EST
Category: Chapter Event
Friday, April 21, 2023 8:30am - 9:30am Central // 9:30am - 10:30am Eastern
South Texas AAA-CPA Breakfast Meeting: Increase Your Expertise in Estate Planning Strategies (Sessions 1 & 2) In-Person & Virtual
Class presented by: Leonard Weiner, JD, CPA, MBA, AEP® Program Description This program is part one of the two part series, Increase Your Expertise in Estate Planning Strategies. This program will explore:
- How estate planning can help clients save income and transfer taxes (which are estate, gift and “GST” taxes)
- How estate planning can help clients while they are alive and help loved ones after clients pass away
- Forty tax saving and non tax techniques to help clients
- Why many clients are not aware of the need to engage in timely and good estate planning
- Why it is important for you to help clients achieve the benefits from their estate plan
- The surprising broad interpretation of IRC Sec. 2036 (a)(2) by all Tax Court Judges which may have the effect of wrecking many new and pre-existing estate plans which complied with published tax law when the plan was implemented
- How clients may address this risk for their existing and future estate plans.
This event is both in-person at the FCA Offices in Houston, TX, and streamed virtually through zoom. Breakfast is provided for those joining in-person.
Location This meeting is both in-person and virtual.
FCA Offices, Training room 791 Town & Country Blvd., Ste. 250 Houston, Texas 77024 *Parking is complimentary
Education Credits This program offers 1.0 CPE credit and should offer 1.0 (M)CLE credit in Texas only. (M)CLE credit for other states may be permitted via self-reporting. AAA-CPA will only report education credit to the state bars of dues-paid members; any state reporting fees will be the responsibility of the member.
Cost No charge for members; $40 for non-members
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