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January 28, 2019
4:00PM - 7:00PM ET


January 31, 2019
4:00PM - 7:00PM ET


Basic understanding of estate planning and trusts

Course Description

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.


Steven G. Siegel, JD, LLM

Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Steven is the author of many books, including: The Grantor Trust Answer Book (2015 CCH); CPA’s Guide to Financial and Estate Planning (AICPA 2014); Federal Fiduciary Income Taxation (Foxmoor 2014); and Federal Estate and Gift Tax (Foxmoor 2014).

In conjunction with numerous tax-planning lectures he has delivered for the National Law Foundation, Steven has prepared extensive lecture materials on the following subjects: planning for an aging population, preparing the audit-proof federal estate tax return, business acquisitions, estate planning, dynasty trusts, planning with intentionally defective grantor trusts, S corporations, and many others.

Steven has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business, and estate planning topics on behalf of numerous organizations, including Western CPE, the Heckerling Institute on Estate Planning, CCH, National Law Foundation, AICPA, the National Society of Accountants, CohnReznick, Foxmoor Continuing Education, many state CPA societies and estate planning councils, and on behalf of private companies.

He’s presently serving as an adjunct professor of law in the graduate tax program (LLM) of the University of Alabama School of Law, and he has served as an adjunct professor of law at Seton Hall University and Rutgers University law schools.

Steven holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa); a juris doctor from Harvard Law School; and an LLM in taxation from New York University Law School.

Course Specifics

Feb 9, 2018
Basic understanding of estate planning and trusts

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01262-18-O
IRS Federal Tax Law Credits: 3
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1207
CTEC Federal Tax Law Credits: 3
Qualifies for CA Fraud: No

Learning Objectives

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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