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.