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20WA-0173: Revising Your Estate Plan due to Tax Reform (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Monday, April 13, 2020
1:00pm - 3:00pm Central Time
2 CPE (2 technical)

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Estate planning has been significantly affected by this Act. This course is designed to provide the practitioner with practical solutions to adjusting a client's estate plan in these changing times.

Major subjects

  • Overview of the new estate and gift tax rate structure
  • Dealing with "Portability": Why to elect Portability; Why to not elect Portability
  • Planning Considerations
  • Proper use of a split-interest trust
  • Proper use of a Family Limited Partnership

Learning objective(s)

  • To provide the practitioner with practical solutions to adjusting a client's estate plan in these changing times

Who should take this program?

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Moderate experience in estate planning
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.