The new tax law is calling every aspect of the CPA's work into question, and estate planning is no different. Steve Siegel is a nationally recognized expert on the subject and a frequent contributor to Western CPE. In this course he goes into great depth into this vital subject matter, covering a wide variety of trust types and financial planning strategies, explaining how each may (or may not) be impacted by the recent overhaul in tax law. This course is a must-view for any tax professional looking to advise their clients with the most up-to-date financial and estate planning information.
Upon successful completion of this course, participants will be able to:
- Analyze older financial plans to identify liabilities and opportunities in considering of the new legislation
- Recognize the implications of the Tax Cuts and Jobs Act on portability
- Discuss changes to retirement planning strategies resulting from the law
- Identify the change of emphasis, for some clients, from estate planning to income tax planning
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