Edward Mendlowitz, CPA, ABV, CFF, PFS

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Web Seminars

Estate Planning for CPAs, Financial Planners, and Attorneys

This program will teach you how to plan using key changes in the estate tax laws based on recent legislation. You will review the threat of tax law changes for 2013, and the new portability updates for 2011 and 2012. You’ll also learn strategies on how to deal with clients reluctant to make gifts and how to take advantage of the increased gift and GST tax exemptions. Included in this seminar are illustrations of QPRTs, GRATs, Installment Sales, Defective Grantor Trust and Family Limited Partnerships that maximize current rules on valuation discount planning.

Item Number Date Time CPE Credit Cost
AT-WTX214 Tuesday,
June 7th
12-1:40PM EDT 2.0 $98

Learning Objectives:

  • Identify specific and general types of Trusts in estate tax planning
  • Recognize Five and Five Powers provision placed in a Trust
  • Explore the key components and importance of a Crummey letter
  • Analyze estate and gift tax rate structure

Who Should Attend:
People with a familiarity with basic estate planning techniques who wants to learn some sophisticated estate tax planning methods.

Instructor: Edward Mendlowitz, CPA, ABV, CFF, PFS - Partner, WithumSmith+Brown

Instructional Method: Group-Internet

Level: Intermediate

NASBA Field of Study: Taxes

Program Prerequisites: A basic understanding of estate planning.

Advance Preparation: None

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