Estate and gift tax changes are coming. You have a closing window to take action. What should you be doing NOW? Join us as we walk through a number of things to watch out for and things to consider when helping your clients.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
DESIGNED FOR
Industry and Public Accountants
BENEFITS
- Understand the most recent Estate and Gift Tax Changes
- Learn what to watch out for as it relates to new changes
- Discuss gifting strategies based on new changes
- Learn techniques for estate size reduction
HIGHLIGHTS
- Legislative proposals affecting estate and gift taxation
- Changes to the lifetime exemption and other matters that will occur without legislation
- Gifting strategies for 2021 Special issues caused by moving to a carryover basis at death world
- Tried and true techniques for estate size reduction—life insurance trusts, annual gifting of present interests (and what is a present interest)
COURSE LEVEL
Update
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).