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

  • Credits: 1
  • Format: Self-Study Video
  • 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:
©June 2020 Basic Understanding of Taxation Audio | OnDemand Webinar | Live Webinar
COURSE DESCRIPTION

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 sponsorship’s:
NASBA
IRS
CTEC