Revising Your Estate Plan due to Tax Reform
Description
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.
**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
- 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
Objectives
- To provide the practitioner with practical solutions to adjusting a client’s estate plan in these changing times
Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Registration for this course has passed.
Course Pricing
Member Fee
Applicable if you are a HSCPA member in good standing. |
$79.00 |
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Non-Member Fee
Applicable if you are not a HSCPA member. |
$109.00 |
Your Price | $109.00 |