Using the Internet in Estate Planning

Course Description:

While many tax professionals are aware of the general tax resources available on the Internet, this course focuses on the expanding electronic resources for estate planning. Whether it is historical stock quotes, cusip numbers or just access to the Code, the Internet now offers a wealth of information, research tools and calculators specifically designed for the estate planning practitioner. These resources permit the tax professional to not only better serve their clients but to network with fellow practitioners, market their services and become more cost efficient. Be there or be square!

Learning Objectives:

Upon successful completion of this course, participants will be able to:

·         Identify ways that the internet is changing the tax and legal professions.

·         Utilize internet resources safely and to their fullest.

·         List the strengths and weaknesses of researching on the web

·         Prepare and file federal tax forms using IRS’s helpful web sites.

·         Budget income into cash by containing expenditures with the author’s six step process.

·         Evaluate major tax-advantage investments.

·         Discuss the economic impact of accelerating deductions, postponing tax liability, and leveraging.