Description
Clients rely on their advisers more heavily to provide perspective and clarity as legislation and regulations evolve. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.
Highlights
• New developments: Federal and California update • IRS audits of estate tax returns • New RMD rules, Roth conversions and estate planning for large retirement plans • Update from Washington regarding tax law changes • Helping your clients reduce, defer or eliminate capital gains taxes • Trust reformation and decanting update • Hot topics in international tax and estate planning and considerations for transfers to non-U.S. citizen spouses • Valuation of notes • The feasibility of using IDGTs and how you use it • Planning for changing exemption in 2025 • Flow-through entities and impact on trusts • Changing exemption panel discussion • Charitable planning • Special needs trusts
Objectives
• Understand the legal and constitutional bases upon which states tax fiduciaries • Identify key state tax liability traps for fiduciaries • Understand common multi-state planning opportunities • Evaluate and respond to proposed legislative changes
Course Pricing
WYOCPA Member Fee
$49.00
Non-Member Fee
$59.00
Your Price
$59.00
Upcoming Courses
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Walter Haig's Personal Financial Health Checkup
May 20, 2024
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The Power of Women's Networks
May 20, 2024
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IRS Revenue Officers, Field Collection, and Best Practices
May 20, 2024
View all upcoming courses