Retirement Planning and Tax Strategies for 2021 and Beyond (RPTS)

W. Verne McGough, Jr., J.D., LL.M., Larry Pon, CPA, Edward A. Renn, Esq., Michael J. Tucker, J.D., CPA
  • 3
  • Basic
  • Taxes

Individual course: $99
Best Value: All-Star Tax Season Pass
Volume Discounts: 
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Estate planning is important for most tax clients. Sloppy paperwork and recordkeeping or issues that are ignored until a client’s death can cost money and time. This program will focus on the estate-related planning that can help clients transfer their property efficiently to their heirs and avoid needless costs and delay.  Panelists will also discuss planning to reduce exposure to federal transfer tax in the event the Biden administration is successful in lowering the transfer tax exemption amount to approximately $5 million, which would expose a new segment of estates to the tax.

Major Topics:

  • Preparing a valid will that fulfills the testamentary expectations of the decedent
  • Common trust vehicles used to safeguard assets from young or incompetent beneficiaries
  • Methods of transferring property outside of a will
  • Ways to transfer jointly owned marital property to the surviving spouse
  • Consequences of intestacy
  • Transfer of IRAs and retirement plans
  • Probate generally and for property held outside the state of residence at death
  • Biden estate tax proposals and minimizing transfer tax liability if the transfer tax exemption is reduced

Learning Objectives

Effectively advise clients regarding estate-related planning strategies that can avoid needless cost and delay 

Any tax practitioner advising clients with respect to estate planning and estate tax planning.





Varies by state. Check back soon for details