Guest(s): Lisa Featherngill, CPA/PFS

Category: Technical

In this podcast, Lisa Featherngill, CPA/PFS discusses the impact of taxes on estate planning and answers the questions:

What are the major tax considerations practitioners should take into account when doing estate planning?
What pitfalls should clients be aware of?
What are some good strategies for reducing taxes on an estate?
To what extent should clients make use of the tax-free annual gift exclusion?

Access the related resources from this podcast:

Planning & Tax Advisory Services hub at aicpa.org/growadvisoryservices
Estate planning certificate, part of the PFP certificate program

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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Taxes and Estate Planning {PFP Section}