Revising Your Estate Plan due to Tax Reform

Course Details

Date

Tuesday, August 18, 2020

9:00am – 11:00am

Field of Study

Taxation

Course Number

AC0948

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

ACPEN

Prerequisites

Moderate experience in estate planning

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
Non-Member Fee

Applicable if you are not a HSCPA member.

$109.00
Your Price $109.00

CPE Choice

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

View All Webcasts