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Live Webinar

90-minute live streaming program
  • March 2
  • 1:00 - 2:30 pm EST

Recent Updates to Estate Tax in California

March 2

Gain an understanding of the updated California estate tax and the impact it can have for your clients.

The estate tax is a tax on the transfer of property at death; this can be incredibly costly to your clients. This topic updates you on the status of estate tax nationally, and in California. You will be able to spot estate tax issues and determine with your clients the best way to avoid them. This material discusses ways to calculate, report and pay the estate tax, as well as specific methods that may reduce or eliminate any tax owed. This content will also discuss the proposed estate tax for California, which would impose an estate tax to Californians even where the federal estate tax is not triggered.

Learning Objectives

- You will be able to define estate tax and when it is imposed on your clients.

- You will be able to identify estate tax issues and options for avoiding them.

- You will be able to recognize whether estate tax may be owed, and how to report it.

- You will be able to discuss ways to avoid estate tax for your clients.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Estate Tax Generally
  • Dying in 2017 and Before
  • Dying in 2018 and After
  • California "Estate Tax" and the Future of Dying in California
How to Know Whether Estate Tax Is Owed
  • Calculating Estate Tax
  • Reporting Estate Tax
  • Paying Estate Tax
How to Avoid or Minimize Estate Tax
  • Bypass Trusts
  • Gifting
  • Charitable
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CA MCLE 1.5
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CPE 1.8 including Taxes 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional 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 web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for estate planners, accountants, attorneys, presidents, vice presidents, CPAs, controllers, business owners and managers, tax managers, tax preparers, and financial planners.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Joshua R. Driskell

Joshua R. Driskell

Primuth & Driskell, LLP

  • Founding Partner of Primuth & Driskell, LLP
  • Specializing in Tax, Estate Planning, Trust Administration and Probate
  • Rising Star Super Lawyers 2016 2017
  • Achieved the highest rating with Martindale-Hubbell Law Directory
  • Admitted in United States Tax Court
  • Active member of the California State Bar and a member of the Tax and Trusts and Estates sections
  • Can be contacted at [email protected], 626-389-8254 or www.prdrlaw.com
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 401318
Published 2018
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