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20WA-1484: How State Lines Impact Estate, Tax and Financial Planning (Webinar)

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

Monday, July 6, 2020
1:00pm - 2:00pm Central Time
1 CPE (1 technical)  |  1 IRS CE

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. These changes have a significant impact of state specific issues. This course takes a look at how the new tax act impacts specific state issues. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Major subjects

  • State Transfer Taxes
  • Spousal Rights
  • Intestate Succession
  • Formal Will Requirements
  • Distribution Planning Issues
  • Disability issues
  • Durable Power of Attorney Issues
  • Medical Health Care Directive Issues

Learning objective(s)

  • To understand how the Tax Cuts and Jobs Act of 2017 impacts a client's state related issue

Who should take this program?

CPAs, EAs, attorneys, and financial planners

Fees

Our records indicate you are a nonmember. If you register, you will be charged $39.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $39.00
checkmark Standard Nonmember Fee $39.00

More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (1.0)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
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.