The BTA Advisory Team is back to help provide CPAs with a solid understanding of estate planning concepts. In this session, we will take a closer look at various types of trusts and their asset protection and tax-related attributes.
- Explore entity structuring concepts along with how assets can be held by various trust types and the planning considerations and benefits associated with different scenarios
- Recognize the basics of irrevocable trust planning
- Recognize the tax reporting requirements of trust structures
- Basic understanding of estate planning concepts.
Who Should Attend
CPAs, EAs, and financial advisors working with clients who can benefit from estate planning and asset protection strategies.
You are invited to view the recording of Estate Planning 101 in which the BTA Advisory Team provided an overview of primary considerations for estate planning: Estate Planning 101 for CPAs and Advisors
- Financial Advisor & Advanced Case Specialist
Jonathon started his career in the financial services industry shortly after graduating from University of California, Riverside with a BA in Finance, in 2008. Recognizing the need to be independent of any one financial services provider, Jonathon started his own company, DaVinci Financial in 2012. Before selling his interest in 2015, Jonathon developed several profitable and innovative marketing strategies to grow the firm. He built an automated recruiting system for the marketing team that covered 20 states. He augmented this system with an automated telemarketing process to create business opportunities for his sales team and then added an innovative electronic back office to administer and process business. DaVinci was one of the fir... Read more
- Asset Protection Planner, Certified Wealth Preservation Planner
Mark Ziebold formed the Ziebold Law Group to offer personalized planning solutions which are unique to the needs of the client and to offer a level of service that most clients have not experienced in their prior legal engagements. Prior to starting Ziebold Law Group, Mark had experience working at a mid-size law firm and two boutique estate planning firms. Mark holds a B.A. in Economics from Baylor University and a J.D. from Chapman University School of Law. Not satisfied with the minimum legal education, he then also obtained his legal masters in taxation (LL.M.) degree from Chapman University School of Law. Very few practicing attorneys hold this level of specialized education. In order to best serve his clients, Mark has passed bar e... Read more
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Date & Time
Tuesday, December 5, 2023
2:00 PM EST (see additional timezones)
Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
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