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
Course ID: Advanced Preparation: Experience Level:
EWTFM-U-01707-21-S | 6233-CE-0431 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© Jun 2018 Basic Understanding of Taxation Self-Study Video | OnDemand Webinar | Live Webinar

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)
  • Tax Return Preparers (TRPs)


Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: