Key Tax and Estate Planning Strategies

6 Credits: Taxes
Event Date: June 24, 2021 7:30 am


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Key Tax and Estate Planning Strategies

Course Level
CPE Credits

6 Credits: Taxes
Event Date: June 24, 2021 7:30 am

Course Description

Join us as we address the important and hot topics for tax and estate planning in 2021. This course will cover the latest in the legislation, court decisions, and IRS rulings that emerge in late 2020 and in 2021. Will the new administration succeed in changing how planning should be done? What opportunities exist to guard against higher tax rates in the future? Can new laws be made retroactively effective? 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 the ideal entity choice, as well as highlighting estate planning concerns.

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Learning Objectives

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 both changes in laws and how to advice clients to proceed
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Course Specifics

Course ID

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

Advanced Preparation


Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01797-21-I
IRS Federal Tax Law Credits: 6
CFP Provider Number: 3199
CFP Course Number: 292829
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1587
CTEC Federal Tax Law Credits: 6

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at

Meet The Experts

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 (2018 CCH); The Adviser’s Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016. In conjunction with numerous tax-planning lectures he has delivered …

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