CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Conference

Critical Tax and Estate Planning Issues and Strategies for 2024

6 Credits: Taxes
Event Date: December 12, 2024 7:30 am

$838.00

Availability: 150 in stock

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Critical Tax and Estate Planning Issues and Strategies for 2024

Format
Conference
Course Level
CPE Credits

6 Credits: Taxes
Event Date: December 12, 2024 7:30 am

Course Description

Join us as we address the important and hot topics for tax and estate planning in 2024. This course will cover the latest in the legislation, court decisions, and IRS rulings that emerged in late 2023 and into 2024. Is the IRS becoming more aggressive about gift tax returns?  Have the Secure Acts lead to more Roth IRA conversions? Are there concerns about portability use? Will there be any new tax laws enacted in 2024? The sunset of the 2017 Act is getting closer – what planning can and should be done? What opportunities exist to guard against higher income and estate tax rates in the future? We will discuss and recommend planning techniques for all clients – including the “Middle Rich” and the wealthiest.

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Learning Objectives

  • Gain a practical and useful understanding of current hot issues announced by the legislature, the courts, and the IRS
  • Become familiar with income tax 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 anticipated and unexpected changes in laws and how to advise clients to proceed.
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Course Specifics

Course ID
24CLasVegasDec-LE375436
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

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.

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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