February 6, 2024


8 Total CPE Credits


Webinar (CA): Top 10 Things Financial Planners Need to Know About Estate Planning 2023

  • Instructor

    Mary Kay Foss, CPA

Learning Objectives

• Identify new developments in estate and financial planning
• Determine appropriate strategies and beneficiary designations to maximize after-tax assets
• Recognize issues that require updates to an existing plan, and traps for the unwary

Major Topics

• The Numbers: Exemptions, exclusions and discounts
• Portability and step-up in basis
• Asset valuation
• Deductions: Marital, charitable, transmission and administration
• Retirement plan assets, annuities and life insurance
• Trust funding and administration

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


General knowledge of individual income tax planning and issues.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, financial planners and tax preparers.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

Please login to register.