Mastering Estate Planning and Tax Strategies for CPAs in Uncertain Financial Times
This course provides CPAs with comprehensive knowledge and practical strategies for navigating estate planning and tax considerations during uncertain times. The course emphasizes the importance of proactive estate planning to mitigate financial challenges and minimize tax liabilities. Participants will gain a deep understanding of estate administration processes, tax implications upon death, international estate considerations, insurance planning, valuation challenges, and the complexities of estate planning. The course also covers the role of professional expertise, the impact of multiple jurisdictions on taxation, estate debts, insurance policies, and the need for continuous adaptation in estate planning.
Estate Planner
Tony is a tax & estate accountant and insurance advisor working with family-owned businesses providing estate, insurance and succesion planning solutions and strategies. Tony will provide sophisticated estate & insurance planning alternatives with a focus in helping business owners identify issues and opportunities relating to business succession planning. This approach will help clients through the complexities of wealth transition and tax minimization strategies.
