Event Detail



Estate Planning remains an integral part of protecting and transferring wealth.  Doing so in a tax-efficient manner and in a way that avoids family feuding requires technical proficiency in a host of areas including, but not limited to: gifting strategies, tax compliance, estate liquidity, fiduciary responsibility, etc.  In this program, participants will review the foundational aspects of estate planning, including the increased importance of integrating income and estate tax planning.  

Learning Objectives:

  • Review the fundamentals of estate planning including key definitions and concepts
  • Calculate tax liabilities in a variety of contexts
  • Design a system for understanding client needs and developing optimal tax strategies

When: Saturday, December 5th, 2019. 9:00 am to 5:00 pm EST
Where: Your home or office
Speaker: Renzo Cerabino, ESQ, CFP
CPE Credits: 4 Tax and 4 Finance CPE
CLE Credits: 7 Substantive CLE 
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based

The Presenters:

Renzo Cerabino has been in the financial industry since 2005. Prior to entering the financial industry Renzo was a practicing attorney for 5 years specializing in corporate mergers and acquisitions. He focuses his practice on developing strategies and solutions for high net worth individuals, their families and their businesses with a concentration on self-employed business owners, corporate executives with concentrated wealth and divorced spouses. In addition, Renzo is fluent in Italian and works with U.S. executives and families who have international ties.

In addition to his Series 7, 63, 65 and Pennsylvania life accident and health licenses, Renzo holds a Certified Financial Planner TM certificate awarded by the Certified Financial Planner Board of Standards, Inc., and a Chartered Life Underwriter certificate awarded by the American College.

Renzo is a 1996 graduate of Cornell University, with a B.S. in Industrial and Labor Relations. He earned his J.D. and his M.B.A. from Villanova University in 1999.

About CPE/CLE:

* The ALA partners with McDevitt and Kline LLC for certificate issuance. Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
McDevitt & Kline, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.