Important Announcement: McDevitt & Kline, LLC (www.ceworkshops.com) merged with the Accountant-Lawyer Alliance (ALA) in 2022. If you were a McDevitt & Kline customer, nothing would change other than you will be logging into the ALA website to register for classes if you decide to opt for an annual ALA membership. Alternatively, you can purchase courses a la carte on the ALA website as you have in the past (at the same prices) with McDevitt & Kline, LLC. Please email us with questions are memberservices@alacommunity.org or carla.kline@ceworkshops.com.
Estate Planning in 2022: Fundamentals and Practical Issues
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
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When:
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Saturday, November 18th, 2023. 9:00 am to 5:00 pm EST
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Where:
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Your home or office
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Speaker:
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Renzo Cerabino, ESQ, CFP
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CPE Credits:
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4 Tax and 4 Finance CPE
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CLE Credits:
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7 Substantive CLE
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Program Level:
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Basic
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Prerequisites:
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None
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Advanced Preparation:
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None
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Delivery Method:
Price:
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Group Internet-Based
Free for members, $149 for non-members
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The Presenters:
Renzo Cerabino has been in the financial industry since 2005. He has focused most of his career and practice on ultra-high net worth wealth strategy. He lead the planning process, integrating the clients’ financial, estate, tax and philanthropic considerations. Renzo worked closely with relationship strategists, investment advisors, fiduciary advisors and the clients external advisors to deliver an integrated wealth management experience to a limited number of ultra-high net worth families and individuals. He currently holds the role of market manager where he oversees the wealth strategy client experience, wealth strategy process and business development activities for his team. Prior to entering the financial industry, Renzo was a practicing attorney specializing in corporate mergers and acquisitions.
Renzo is admitted to practice law in Pennsylvania, holds a Certified Financial PlannerTM certificate awarded by the Certified Financial Planner Board of Standards, Inc., and Certified Exit Planning Advisor certificate awarded by the Exit Planning Institute. 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. In addition, Renzo is fluent in Italian.
About CPE/CLE:
* The ALA issues CLE credits through its partnership with McDevitt and Kline LLC, which is an accredited provider of CLE in Pennsylvania (PA CLE Provider # 5963). 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/. To the best of our knowledge, the following states have attorney self-reporting procedures for out-of-state provider programs or reciprocity with accredited providers in the state of Pennsylvania: Arizona, Arkansas, Colorado, Florida, Hawaii, Illinois, Indiana, Louisiana, Massachusetts, Michigan, Montana, New York, North Carolina, North Dakota, Ohio, South Carolina, and South Dakota. However, please review the specific rules and requirements in your state. Please contact member services with any questions at memberservices@alacommunity.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).
