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Tuesday, October 29, 2024 Live Webcast

Estate and Gift Tax Update for 2025 (E2410474)

9:00 AM - 11:00 AM EDT
webcast

ON24

2 CPE Credits in TX

OVERVIEW

Learn about changes to estate and gift taxation that will significantly impact your clients as the planned “sunset” (or possible extension) of the 2017 Tax Cut and Jobs Act occurs at the end of 2025.

DESIGNED FOR

CPAs and tax professionals in public accounting

BENEFITS

Keep up to date on estate and gift tax changes that are on the horizon.

HIGHLIGHTS

This session will provide a brief background on the estate, gift and generation- skipping tax and explore steps that can be taken to minimize taxes at the passing of your clients. If you have clients who have amassed wealth or clients who own small businesses, this session will help you guide them to make the right decisions.

The estate and gift tax provisions will affect a small number of clients, however they are likely to be your most treasured clients. The IRS has made it perfectly clear that some transactions will be “grandfathered” from the sunset, assuming taxpayers act beforehand.

COURSE LEVEL

Basic

INSTRUCTORS

Samantha Heaton

Samantha Heaton, J.D., LL.M.

Associate

Kulzer & DiPadova, P.A.

Samantha is an associate with Kulzer & DiPadova, P.A., where she specializes in the areas of business and corporate law, estate planning and taxation. She is a member of the American Bar Association, New Jersey State Bar Association, the Camden County Bar Association and the Pennsylvania Bar Association. She is admitted to the Bars of the State of New Jersey, The Commonwealth of Pennsylvania, and the State of Florida. Prior to joining the firm, Samantha interned with the Honorable Gloria M. Burns, former Chief Judge of the United States Bankruptcy Court for the District of New Jersey.

Glenn Henkel

Glenn A. Henkel, CPA, J.D., LL.M.

Attorney

Kulzer & DiPadova, P.A.

Glenn is a shareholder of Kulzer & DiPadova, PA, specializing in complex estate planning; tax-exempt organizations; and probate, trust and estate law. He is admitted to practice before the United States Tax Court and is a member of the Bars of the State of New Jersey and the Commonwealth of Pennsylvania. Glenn is the author of publications for the New Jersey Institute for Continuing Legal Education. In 2009, he was awarded the Alfred C. Clapp Award for Excellence in Continuing Legal Education from the NJICLE. He is a fellow of the American College of Trust and Estate Counsel; past chair of the Real Property, Trust and Estate Law Section; and an officer of the Taxation Section of the New Jersey State Bar Association. He is also a member of the American Bar Association, the New Jersey Bar Association and the Camden County Bar Association. He was a trustee and co-chair of the Probate and Trust Committee of the Camden County Bar Association. He is a past president of the Trust Counselors Network and of the Estate and Financial Planning Council of Southern New Jersey. He is a member of the NJCPA, a past president of its Southwest Chapter, and a member of the American Institute of Certified Public Accountants (AICPA). He was named one of the 100 Top Super Lawyers in New Jersey and Best Lawyers in America.

PRICING

$59.00 - Member

$79.00 - Nonmember

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Note: Online pre-registration will close on October 29 at 9:00 AM.

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