Webinar Details $199
- Webinar Date: May 14, 2025
- Webinar Time: 12:00pm - 1:40pm EDT live
- Webinar Length: 100 Minutes
- Guest Speaker: Chuck Borek
- Topic: Financial Planning, Taxation and Accounting, Accounting
- Credit: CPE 2.00, ATATX 1.50
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As trusted financial professionals, accountants and Certified Financial Planners (CFPs) are often the first line of guidance for clients facing the complexities of estate planning and end-of-life decisions. With evolving regulations, tax codes, and client expectations, staying current on best practices is not just beneficial—it’s essential. This webinar is specifically designed for financial professionals who want to deepen their understanding of the legal and financial elements involved in legacy planning.
You’ll gain practical insights into the state of estate taxes, the use and structuring of wills and trusts, and how to effectively incorporate durable powers of attorney and advance directives into your client planning conversations. We’ll also address how to manage digital assets, plan for clients’ pets, and implement advanced strategies to optimize outcomes and reduce tax exposure. Whether you’re guiding high-net-worth clients or families with more modest estates, this session will enhance your ability to provide comprehensive, forward-thinking advice.
Your Benefits for Attending:- Gain clarity on current estate tax regulations and their implications for client planning.
- Explore effective tools such as wills, trusts, and advance directives to protect client assets.
- Learn how to handle digital legacies, care directives for pets, and other non-traditional planning needs.
- The state of estate taxes
- Wills and trusts
- Durable powers of attorney and advance directives
- Dealing with digital assets
- Providing for pets after you die
- Special planning techniques
Strengthen your ability to guide clients through complex end-of-life planning with confidence and compliance, while earning valuable continuing education credits.
Level: Intermediate
NASBA Field of Study: Specialized Knowledge
CFP Primary Principal Knowledge Topic: Estate Planning
Program Prerequisites: None
Advance Preparation: None
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Chuck Borek
Chuck Borek is a practicing attorney and founder of the Borek Group, LLC. Chuck is also a CPA, and his background includes five years as a partner in a public accounting firm. He received his law degree and MBA summa cum laude from the University of Baltimore in 1993, where he was editor [...]
CPE Credit
Aurora Training Advantage 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 website: www.nasbaregistry.org.
For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.
ATATX Credit
Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.