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(2598244) Revising Your Estate Plan due to Tax Reform
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The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Estate planning has been significantly affected by this Act. This course is designed to provide the practitioner with practical solutions to adjusting a client’s estate plan in these changing times.

8/4/2020
When: 08/04/2020
6:00 AM
Where: Webcast
CPE
2598244
United States
Presenter: Arthur Werner


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Acronym: 2598244

CPE:  2

Vendor: ACPEN

Category:  Taxes - Technical = 2

Level: Intermediate

Yellow Book? No

Registration Fees:

Members* $79

Non-Members $109

*The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801-466-8022, Monday through Friday, 8am to 4pm.

 

Course Description: 

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Estate planning has been significantly affected by this Act.  This course is designed to provide the practitioner with practical solutions to adjusting a client’s estate plan in these changing times.

Objectives:

 

To provide the practitioner with practical solutions to adjusting a client’s estate plan in these changing times

 

 

Major Topics:

 

Overview of the new estate and gift tax rate structure

Dealing with “Portability”

 

 

             -Why to elect Portability

 

             -Why to not elect Portability

 

 

Planning Considerations

Proper use of a split-interest trust

Proper use of a Family Limited Partnership

 

 

Designed For:  CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

 

Prerequisite:  Moderate experience in estate planning

 

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