Estate and Tax Planning: Qualified Retirement Plans and IRAs Training Seminar
Handle More Complex Estate Planning Issues
Today's sophisticated estate planning clients want to make sure that the assets gained by their hard work and savings get to their destinations as intact as possible. The rules governing qualified retirement plan tax laws - and accompanying IRS regulations - are constantly being revised. In order to meet your clients' estate and tax planning goals, you need a sophisticated understanding of the consequences of retirement plans on estate planning and tax liability plus a current, comprehensive update.
This valuable, one-day seminar will take you through the challenge of factoring retirement plans into the estate tax plan. Our experienced faculty will share strategies and techniques that will help you succeed when dealing with income, estate, gift, and GST taxes. Plan proactively for excise tax issues, so you can wisely counsel your clients on the effects of early distribution and the new required minimum distribution rules. Avoid beneficiary designation problems and effectively factor in charitable planning. Gain essential strategies for advising on portfolio management as well as valuable guidance to avoid hidden post-mortem planning traps.
• Master the skills needed to seamlessly include retirement plans into estate tax plans.
• Develop a reputation for competently handling more complex planning.
• Make sure all the tax bases are covered so beneficiaries aren't surprised during administration.
• Knowledgeably advise on taxation of early distribution.
• Determine how to divide investment securities between qualified and non-qualified plans.
• Offer more options with a review of new investment alternatives.
• Confidently coordinate beneficiary designations with charitable intentions.
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