Join us as we address the important and hot topics for tax and estate planning in 2020. This course will cover the latest in the legislation, court decisions, and IRS rulings that emerge in late 2019 and in 2020. Also, we’ll have an in-depth discussion of the key planning issues that most clients must consider as they look forward to their future. We will explore in greater depth areas of income tax planning and entity choice, as well as highlighting estate planning concerns.
Upon successful completion of this course, participants will be able to:
- Gain a practical and useful understanding of current hot issues announced by the legislature, the courts, and the IRS
- Become familiar with income tax, entity choice, and estate planning strategies to benefit clients
- Address planning, both in the near and long-term, to get ahead of the curve in dealing with clients
Back to top