Critical Tax and Estate Planning Issues and Strategies for 2023

6 Credits: Taxes


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Critical Tax and Estate Planning Issues and Strategies for 2023

Course Level
CPE Credits

6 Credits: Taxes

Course Description

Join us as we address the important and hot topics for tax and estate planning in 2023. This course will cover the latest in the legislation, court decisions, and IRS rulings that emerged in late 2022 and into 2023. 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 2023? 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. © Copyright Steven Siegel 2023.

Reproduction or reuse for purposes other than a Western CPE training event is prohibited. Notice: This publication is designed to provide accurate information in regard to the subject matter covered. It is provided with the understanding that neither the author, the publisher, nor any other individual involved in its distribution is engaged in rendering legal, accounting, or other professional advice and assumes no liability in connection with its use. Because regulations, laws, and other professional guidance are constantly changing, a professional should be consulted should you require legal or other expert advice. Information is current at the time of printing. © Copyright Steven Siegel 2023.

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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 and estate planning strategies to benefit clients; and
  • 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
Revision Date
December 19, 2023


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02410-23-O
IRS Federal Tax Law Credits: 6
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1977
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 …