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Monday, April 26, 2021 Live Webcast

How State Lines Impact Estate, Tax, and Financial Planning (X4-3206178)

10:00 AM - 10:56 AM 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. These changes have a significant impact of state specific issues. This course takes a look at how the new tax act impacts specific state issues. **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, attorneys, and financial planners

BENEFITS

  • To understand how the Tax Cuts and Jobs Act of 2017 impacts a client’s state related issue

HIGHLIGHTS

  • State Transfer Taxes
  • Spousal Rights
  • Intestate Succession
  • Formal Will Requirements
  • Distribution Planning Issues
  • Disability issues
  • Durable Power of Attorney Issues
  • Medical Health Care Directive Issues

COURSE LEVEL

Basic

PREREQUISITES

None

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

AREAS OF INTEREST