How State Lines Impact Estate, Tax, and Financial Planning
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 |
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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.