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20WA-1492: Domicile Planning for Your Client (Webinar)

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

Tuesday, July 7, 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. This, in turn, has created a need to make changes in a client's planning needs. Clients now need to take a more serious look at where they are domiciled for tax and planning purposes. This course explores the domicile needs of a client. 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

  • Reasons for Domicile Planning
  • The Response of the Various States
  • Domicile Defined
  • Significance of Domicile
  • Types of Domicile
  • Domicile Planning Checklist

Learning objective(s)

  • To allow the participant to understand the domicile needs of a client

Who should take this program?

CPAs, EAs, financial planners, attorneys  

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 Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Basic understanding of 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.