Course Details

Tax Planning For The Elderly

Webinar: ID# 1015310
Recorded CD or On-Demand
About This Course:
Tax issues for retired or elder clients present unique concerns that could significantly affect their estates and income. Many life events involving seniors have a related tax consequence. If gift and estate tax issues are not handled correctly, the results can be critical for the client and their heirs.

It is imperative to be able to counsel seniors on matters concerning estate tax techniques. Gifting, including educational and charitable gifting, and planning for step up in basis are also important.

Retirement plans and family limited partnerships should be set up with tax ramifications in mind. Listen as our authoritative panel of estate planning attorneys outlines best practices to integrate tax planning into estate and a long-term planning to ensure that clients achieve maximum tax savings and preservation of their estate in the most tax efficient manner possible.

  • Estate and gift tax issues
  • Retirement plans
  • Charitable gifting
  • Family limited partnerships (FLPs)

The panel will review these and other key issues:
  • What are the key tax strategies that counsel should consider when developing retirement plans for senior clients?
  • What gift and estate tax considerations should be taken into account when creating a gifting strategy?
  • What factors should be considered when determining whether to use FLPs to achieve maximum tax savings?

William Kalish, Partner
Akerman, Tampa, Fla.
Mr. Kalish focuses his practice on representing individuals and businesses on a broad range of tax and business related issues. He advises individual clients and their families in accomplishing estate planning goals by planning for and creating wills, revocable trusts, irrevocable trusts, charitable trusts, private foundations, and limited partnerships. In addition, he practices in probate administration, asset preservation, business succession planning for family-owned entities, and the division of business interests in the context of divorce.

Ryan J. Beadle, Esq.
Akerman, Naples, Fla.
Mr. Beadle counsels individuals and families in sophisticated domestic and international estate planning; life insurance planning; trust and estate settlement; and estate, gift, and generation skipping transfer tax planning. He also advises individuals with ownership and succession issues related to investments in real property through the use of closely held and family business entities. He is a frequent author and speaker regarding domestic and international estate planning matters.

Continuing Education Credits Available

This program has been approved for 2.0 CPE hours through Strafford Publications. CPE Credit is available only for the LIVE webcast. Recorded versions do not qualify for credit.

Strafford is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.


To obtain CPE credit, attendees must participate in the live event, return an Official Record of Attendance to Strafford affirming their participation (including the CPE code announced during the program), and pay a processing fee of $35 per person.

Credit Confirmation

Strafford will mail a certificate of credit within approximately 2 weeks of receiving an attendee's completed Official Record of Attendance—provided all required conditions have been satisfied.


Handout materials and the phone number for live presentations are made available to you 1 day prior to the event via email from the presenter. Copies of the presentations are included with recorded versions.

If you order a recorded version of the webinar, CDs will be mailed out approximately 10 days after the live event. Shipping is included in the price of recorded versions.
Tax Planning For The Elderly
or via CD or On-Demand
Course Details
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