(Updated for the Tax Cuts and Jobs Act) 8-Hour Program
WHY ATTEND THIS COURSE?
We have what we all wanted – permanent estate and gift tax laws. But, like in most areas of life, we need to be careful of what ask for. In the complex area of wealth transfer planning, the best advisors anticipate opportunities and help clients develop long-term strategies to minimize taxes on transfers during their life and at death. This program explores this specialized area of taxation. It serves as a refresher for those who want to understand how the most recent changes in gift and estate tax law will apply to current wealth transfer planning. The course considers the various forms that need to be prepared for gifts, bequests, and fiduciary income taxes. All this knowledge is critical for a tax advisor’s understanding of how to effectively serve important and successful clients, and to convince reluctant and reticent clients that planning is important.
Tax advisors expecting to be involved in developing comprehensive wealth management and transfer planning strategies for individuals, including income, gift, and estate tax planning techniques.
Participants will be able to:
COURSE ACRONYM: EGTP
PRESENTATION METHOD: Group-live
LEVEL OF KNOWLEDGE: Basic
ADVANCE PREPARATION: None
FIELD OF STUDY: Taxes/Estate and Trust Taxation
RECOMMENDED CPE CREDIT: 8 hours
SmartPros®, A Kaplan Company and Loscalzo Institute, A Kaplan Company are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.