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Friday, April 30, 2021 Live Webcast

Domicile Planning for your Client (X4-3204858)

2:00 PM - 2:58 PM EDT
webcast

Vendor Platform

1.0 CPE Credits in TX

OVERVIEW

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. This, in turn, has created a need to make changes in a client’s planning needs. Clients now need to take a more serious look at where they are domiciled for tax and planning purposes. This course explores the domicile needs of a client. **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

CPAs, EAs, financial planners, attorneys

BENEFITS

  • To allow the participant to understand the domicile needs of a client

HIGHLIGHTS

  • Reasons for Domicile Planning
  • The Response of the Various States
  • Domicile Defined
  • Significance of Domicile
  • Types of Domicile
  • Domicile Planning Checklist

COURSE LEVEL

Intermediate

PREREQUISITES

Basic understanding of estate planning

ADVANCE PREPARATION

None

ADDITIONAL NOTES

**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.

INSTRUCTOR

Arthur Werner

Arthur J. Werner, ESQ.

Werner & Schwartz

PRICING

$39.00 - Member

$59.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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Print a registration form

COURSE DEVELOPER

ACPEN