$245.00
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Secure Transaction Key Tax and Estate Planning Strategies
Format
Webcast
Course Level
Intermediate
CPE Credits
5 Credits: Taxes
Course Description
In the ever-evolving world of tax and estate planning, staying abreast of the latest legislative changes, court decisions, and IRS rulings is crucial, yet can be daunting for tax professionals. The uncertainty around how new administration policies may impact planning strategies adds to the complexity of providing sound advice to clients. This CPE webcast course tackles these challenges head-on, offering a deep dive into the significant developments in tax and estate planning for 2022. It examines the latest legislative changes, court decisions, and IRS rulings, addressing key questions such as the potential impact of new policies, strategies to guard against higher tax rates, and the retroactive effect of new laws. Furthermore, the course provides an in-depth exploration of income tax planning, entity choice, and estate planning concerns, equipping professionals with the knowledge and strategies needed to effectively guide their clients through these changes and plan for their future.
Learning Objectives
Upon 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 advise clients to proceed.
Course Specifics
WC1822320613
January 3, 2023
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02302-23-O
IRS Federal Tax Law Credits: 5
CTEC Course Number: 2071-CE-1871
CTEC Federal Tax Law Credits: 5
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 www.ctec.org.
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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