Professional Matters Series: Hot Topics in Estate Planning
Date: Tuesday, February 21, 2023
Time: 8:00 am - 10:00 am
Location: Dye’s Walk Country Club, 2080 S State Rd 135, Greenwood, Indiana 46143
Contact: Kim Kasting | 317-738-2213 | kimm@jccf.org
The Johnson County Community Foundation and Aspire Economic Development + Chamber Alliance proudly introduce a new series of workshops especially for professional advisors, business owners and more.
Join us for these continuing education opportunities with Brian A. Eagle, nationally known attorney, educator, author and wealth strategy consultant.
February 21, 2023
Hot Topics in Estate Planning:
We will explore the hot topics in estate planning. This presentation introduces strategies to consider in 2023: coordinating a client’s estate plan with their retirement beneficiaries to save estate and income taxes (including a review of new RMD proposed regulations), the importance of coordinating ownership of assets with a client’s estate plan and steps to take now for your clients to plan for the forthcoming silver tsunami of business transfers in tax advantageous ways. (CPE credit)
Series Details
- Dates:
- February 21: Hot Topics in Estate Planning
- June 15: Succession Planning
- November 16: Charitable Planning
- Time:
- 8:00-9:00 a.m. Networking
- 9:00-10:00 a.m. Continuing Education
- Cost: $45 per session, $35 per session for Aspire Economic Development + Chamber Alliance members
- Register for just one or all three
This program is approved for NASBA- CPE Accountant: 1.2 hours of credit
- Field of Study: Taxes – Technical
- Prerequisites and Advanced Preparation: None
- Program Level: Intermediate
- Delivery Method: Group Live
CEU Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Questions? For any questions regarding CPE credit, please contact CEU Institute at rosters@ceuinstitute.net.
