SUS0350  |  Vendor Self Study

Surgent's Retirement Planning and Retirement Tax Planning: 2021 and Beyond

Sunday, May 1, 2022 - Sunday, April 30, 2023

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.


  • 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

Designed For

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


  • 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

This event has been canceled. If you have any questions or concerns related to this event give us a call at 405-841-3800.