2019 Estate & Gift Planning Update (Half-Day Webinar) (Completed)

Date: Monday, February 18, 2019
Instructor: Bradley Burnett
Begin Time:  8:00am Pacific Time
9:00am Mountain Time
10:00am Central Time
11:00am Eastern Time
CPE Credit:  4 hours for CPAs
4 hours Federal Tax Law Updates for EAs and OTRPs
4 hours Federal Tax Updates for CTEC
4 hours Estate Planning for CFP

What Do We Do Now? Or Do We Do Nothing and Die? But, Do We Have To Change What We Did Before?

Do existing estate plans hit the target or miss the boat now and later? A recent study indicates only 3% of current estate plans in America currently hit the mark appropriately in light of recent estate and gift tax law developments. This course helps you to focus on and hit the mark. Join expert, Bradley Burnett, J.D., LL.M., as he walks you through relevant recent estate and gift tax law developments and their impact on planning. This course takes a hard hitting, thorough look at recent developments affecting estate and gift planning.

Who Should Attend
CPAs, tax practitioners, and other interested persons desiring an update as to recent important estate and gift tax developments and to know how to best proceed given the current environment.

Topics Covered

  • How rising income tax rates affect estate planning
  • Recent development potpourri
  • Do your and your client's existing estate plan hit the mark or miss the boat?
  • The latest and current odds of more Congressional meddling
  • Avoid being blindsided by state estate or inheritance taxes
  • Trends in recent IRS enforcement activity
  • Recent court cases and IRS guidance
  • Recent valuation discount victories and victims
  • IRS current attack on FLPs and FLLCs and courts' reaction

Learning Objectives

  • Identify recent estate and gift tax law developments and the impact on planning
  • Recognize recent developments affecting estate and gift planning

Level
Update

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (4 hours)

Program Prerequisites
Basic understanding of estate and gift taxation.

Advance Preparation
None

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