AAA-CPA to exhibit at The 46th Annual Heckerling Institute on Estate Planning Jan. 9-13, 2012
The Heckerling Institute on Estate Planning is the nation's leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors and wealth management professionals. The general session lectures and breakout sessions offer comprehensive coverage of the latest estate planning techniques and strategies, while special program tracks allow attendees to customize their educational experience and focus on those areas most relevant to their practice. In addition to traditional estate planning topics, this year's Institute offers programs on related areas that can enhance your practice such as elder law, asset protection and income tax planning. Attendees also enjoy unparalleled networking and professional development opportunities that make attending the Heckerling Institute a valuable investment for every estate planning professional. Click here to register online.
The Recent Developments panel will cover the most significant legislative, regulatory and case law developments of 2011.
A unique Focus Series will explore how to plan successfully in today's uncertain economic and legal environments by building flexibility into the estate plan, including targeted strategies for clients with $5 million or less, for medium sized estates of $5 to $15 million and for large estates of over $15 million.
The Financial Assets Series will cover the advantages and drawbacks of using annuities in estate planning, planning with Roth IRAs and the best practices for monitoring life insurance policies in ILITs.
Our Litigation and Tax Controversies Series will include sessions on the effective use of expert witnesses, how to properly maintain and administer FLPs and how to avoid or litigate a financial elder abuse case.
The Fundamentals Programs will offer a thorough review of powers of appointment, tax-exempt organizations and charitable gift planning and the use of grantor trusts.
Networking and Practice Development: As the largest gathering of estate planning professionals in the country, the Institute offers a unique opportunity to exchange ideas, network and review the latest in technology, products and services displayed by nearly 150 vendors in an exhibit hall dedicated entirely to the estate planning industry.
Jan. 9 — Estate planning update for singles
The Wall Street Journal Share
The tax cut extension package enacted last month made beneficial changes to the federal estate and gift tax rules for 2011 and 2012. That's good news, but your estate plan may need an update to take advantage of the benefits. Here's what unmarried individuals need to know. More
Feb. 9 — Obama proposes big change to corporate tax structure
Fox News Share
President Obama proposed eliminating corporate interest deductions in exchange for a lower top tax rate as part of a tax code overhaul that would mark a huge change in the way most corporations calculate their tax obligation. More
March 30 — Planning for chronic illness is not just for the elderly
A common misconception is that estate and financial planning for chronic illness is an elder law or elder abuse issue. This myth is not true. More
April 13 — 5 ways for retirees to save on future taxes
The Associated Press via MSNBC Share
Lowering your tax bill can make all the difference in retirement. Taking maximum advantage of tax breaks and other strategies will make savings last longer, which is critical for those living on a fixed income. That means tax planning can't end with the annual filing deadline, however. More
May 11 — Analysis: Americans try to outrun state, local tax hikes
Alan Dlugash is a New York accountant who specializes in high net worth Manhattanites, but lately he's been fielding a lot of calls from clients in neighboring states — Connecticut and New Jersey. "The big deal right now is 'how do I change my residency?'" he said. And the reason is almost always the same: High local taxes. More
June 29 — IRS sets tax filing extension at 5 months for partnership, estate and trust returns
Accounting Today Share
The Internal Revenue Service has issued final regulations shortening the automatic extension time period for partnership, trust and estate tax returns from six to five months, meaning the returns are due Sept. 15. The final regulations in TD 9531 put in place a temporary change that was originally promulgated in July 2008. More