4164  |  On Demand  |  Intermediate  |  Self-Study

Integrating Estate Planning with the Tax and Financial Plan

Friday, May 1, 2020 - Friday, April 30, 2021

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Today, a substantial portion of the wealth held by Americans consists of tax-deferred retirement accounts, such as traditional IRAs, 401(k)s, and 403(b)s. These accounts create a forum for personal financial planners to provide valuable planning opportunities to their clients.

Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers taxation and income tax planning; integration with other areas of personal financial planning; and, the interrelationship between income tax and estate tax.

Hot topics include:

Income in respect of a decedent Traditional retirement assets Royalties Equity compensation Annuities Roth IRAs Risk management Elder planning Special needs Terminal illness planning Charitable planning This course also considers planning for income in respect of a decedent (IRD), retirement plans, and net unrealized appreciation, elements which mandate the use of outside advisers, so personal financial planners can work with multiple advisers in achieving the client's estate plan.


Identify the court-appointed substitute decision maker for an incompetent adult. Recall the most critical feature of a special needs trust. Identify the person appointed to manage Social Security payments on behalf of an individual. Recall the features of a qualified terminable interest property trust. Recall the due date for Form 706, "United States Estate (and Generation-Skipping Transfer) Tax Return." Identify the latest date by which a disclaimer must be made. Recognize the implications of a nonresident, noncitizen spouse of a U.S. citizen. Recall the personal financial planning constraints when working with cohabitating partners.


  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.


Incapacity planning Guardianship Conservatorship Postmortem estate planning Powers of attorney Advanced medical directives Trusts Other estate planning considerations

Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Thomas Tillery

Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.

Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.

Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

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