TCJA Series How State Lines Impact Estate, Tax, and Financial Planning (Audio)

  • Credits: 1
  • Format: Self-Study Audio
  • Field of Study: Federal Tax Update
  • Author/Speaker: Art Werner
Available Formats:        
Advanced Preparation: None
Experience Level: Basic
Program Prerequisites: General Understanding of Taxation
Course ID: EWTFM-U-01906-22-S | WR-335.22-SA
Published Date: April 2022*

The TCJA of 2017 has impacted how we plan and execute our Estate, Tax, and Financial Planning to include how the state looks at it. During this course we will review different aspects of our planning to include:

Topics include:
  • Gift Tax
  • Inheritance Tax
  • Estate Tax
  • Generation-Skipping Transfer Tax
  • Conflicts between states
  • Last Will and Testament
Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships: