Tax Planning Strategy Bundle
This exclusive bundle was designed for CPAs and Advisors hat want to offer their clients key tax planning strategies to contend with Biden's New Administration.
Taught by Tax Expert: Steven G. Siegel, JD, LLM
CPE TOPIC: Taxes
Credits: 12
Format: Webcast (On-demand)
$438 $588 25%off
What you'll get
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? This bundle explores in greater depth areas of income tax planning and the ideal entity choice and highlights estate planning concerns.
Steven G. Siegel, JD, LLM, designed this exclusive bundle for CPAs and Advisors that want to offer their clients key tax planning strategies to contend with Biden’s Administration.
2 Courses
12 Credits
12 Hours
CPE Topic: Taxes
Webcast (On-Demand)
Certificate Upon Completion
What You'll Learn
- Understand the current issues announced by the legislature, the courts, and the IRS
- Familiarity with income tax, entity choice, and estate strategies to benefit clients
- Plan for the near and long-term, to get ahead of the curve when laws change
- Gifting strategies to move assets to the tax-free world and tax-savvy charitable bequests
- Explore in greater depth areas of income tax planning and the ideal entity choice
- Evaluate a number of estate planning alternatives
- Explain the tax consequences of an estate plan
- Analyze estate planning issues for estates of varying sizes
- Strategies to save hundreds of thousands of dollars for tax bracket chaos
- And Much, Much More
Bundle Description
Join us as we address the important and hot topics for tax and estate planning in 2021. This bundle will cover the latest legislation, court decisions, and IRS rulings that emerge in late 2020 and 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.
The need for a well-considered estate plan is addressed, along with some of the post-mortem planning decisions that must be considered.
This bundle will unpack critical strategies to help you develop plans to protect yourself and your client’s financial security and generational wealth.
COURSE SPECIFICS: KEY TAX AND ESTATE PLANNING STRATEGIES
Course ID
WC1821246875
Advanced Preparation
None
COMPLIANCE INFORMATION
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01826-21-O
IRS Federal Tax Law Credits: 6
CTEC Course Number: 2071-CE-1616
CTEC Federal Tax Law Credits: 6
COURSE SPECIFICS: RETIREMENT, ELDER CARE, AND POST MORTEM PLANNING
Course ID
WC1821246857
Advanced Preparation
None
COMPLIANCE INFORMATION
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01827-21-O
IRS Federal Tax Law Credits: 6
CTEC Course Number: 2071-CE-1617
CTEC Federal Tax Law Credits: 6
Course Instructor
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 …