Critical Tax and Estate Planning Issues

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

This Program will address concerns that in the tax and estate planning “rush” of 2020 and 2021, did we get everything correct? The IRS has successfully attacked indirect gifts, improperly valued GRATs and poorly described transfers of business interests. What should we be checking? What should we be doing in light of the Proposed Secure Act Regulations? Is it time to start thinking about planning for the sunset of the 2017 Act at the end of 2025 -or possible earlier tax law changes? We will address planning techniques to recommend now, including properly using Gifting, Flexible Trust Planning, Portability, SLATs, Powers of Appointment and more.

Learning Objectives

Upon completing this course, participants will be able to:

  • Gain an appreciation of the tax and estate planning techniques that are available today that may be eliminated by law changes.
  • Understand the coming sunset of the 2017 Act, and what can be done now to take advantage of current planning opportunities.
  • Review the sometimes complex options that clients need to address in their tax and estate planning decisions.

Course Specifics

Course ID
WC1822296817
Revision Date
September 6, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02065-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1800
CTEC Federal Tax Law Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration 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.

Course Instructor

Steven G. Siegel Headshot
Steven G. Siegel, JD, LLM

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 …

Steven G. Siegel, JD, LLM Read More »

Critical Tax and Estate Planning Issues

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

This Program will address concerns that in the tax and estate planning “rush” of 2020 and 2021, did we get everything correct? The IRS has successfully attacked indirect gifts, improperly valued GRATs and poorly described transfers of business interests. What should we be checking? What should we be doing in light of the Proposed Secure Act Regulations? Is it time to start thinking about planning for the sunset of the 2017 Act at the end of 2025 -or possible earlier tax law changes? We will address planning techniques to recommend now, including properly using Gifting, Flexible Trust Planning, Portability, SLATs, Powers of Appointment and more.

Learning Objectives

Upon completing this course, participants will be able to:

  • Gain an appreciation of the tax and estate planning techniques that are available today that may be eliminated by law changes.
  • Understand the coming sunset of the 2017 Act, and what can be done now to take advantage of current planning opportunities.
  • Review the sometimes complex options that clients need to address in their tax and estate planning decisions.

Course Specifics

Course ID
WC1822296817
Revision Date
September 6, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02065-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1800
CTEC Federal Tax Law Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration 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.

Course Instructor

Steven G. Siegel Headshot
Steven G. Siegel, JD, LLM

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 …

Steven G. Siegel, JD, LLM Read More »

Critical Tax and Estate Planning Issues

Expert Instructors
CPE CREDITS
2 Credits: Taxes

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.

$98.00