Loading Events

Surgent’s Retirement Planning and Retirement Tax Planning: 2021 and Beyond (SSTX583/23)

Event Description

The transfer of property after death is often delayed or even derailed by a lack of careful estate planning. Money and time are wasted due to recordkeeping and paperwork issues. This course will cover essential estate-related planning to avoid these issues and transfer property efficiently. In addition, this course also focuses on the Biden administration’s proposal to lower the transfer tax exemption amount to $5 million, opening up many additional estates to the tax.

Designed For

All tax practitioners advising clients on estate planning and estate tax planning


  • Advise clients as to how to avoid needless cost and delay with effective estate-planning strategies
  • Understand the Biden administration’s estate tax proposals and their effects, if enacted

Major Subjects

  • Common trust vehicles used to safeguard assets from young or incompetent beneficiaries
  • Preparing a valid will that fulfills the testamentary expectations of the decedent
  • Consequences of intestacy
  • Transfer of IRAs and retirement plans
  • Methods of transferring property outside of a will
  • Biden estate tax proposals and minimizing transfer tax liability if the transfer tax exemption is reduced
  • Ways to transfer jointly owned marital property to the surviving spouse
  • Probate generally and for property held outside the state of residence at death