Conferences Presenting

Las Vegas December Conference
December 05, 2019
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Live Event
A knowledge of basic income tax and estate and gift tax principles

Course Description

Join us as we address the important and 'hot' topics for tax and estate planning in 2019. This course will cover the latest in the legislation, court decisions and IRS rulings that emerge in late 2018 and in 2019, along with a discussion of the 'key' planning issues that most clients must consider looking forward. We will explore in greater depth areas of income tax planning; entity choice and estate planning concerns will be highlighted.

Course Specifics

A knowledge of basic income tax and estate and gift tax principles

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01346-19-I
IRS Federal Tax Law Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1279
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Discuss the financial ramifications pre-divorce
  • Discuss the financial ramifications post-divorce
  • Recognize the tax planning elements and resulting strategies of divorce
  • Determine how to work through the divorce process
  • Discuss the role of an advisor in counseling the financial ramifications of divorce
  • Identify which retirement strategies clients should pursue
  • Apply valuation strategies to help clients with closely-held businesses
  • Apply post-divorce personal financial plans and investment strategies

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