How State Lines Impact Estate, Tax, and Financial Planning

Course Details

Date

Friday, November 6, 2020

8:00am – 9:00am

Field of Study

Taxation

Course Number

AC0468

CPE Credit

1 hour CPE credit

Level of Knowledge

Basic

Vendor

ACPEN

Prerequisites

None

Description

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.

 

Highlights

  • 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

Objectives

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

Designed For

CPAs, EAs, attorneys, and financial planners

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$39.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$59.00
Your Price $59.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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