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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Estate Planning for 2017 and BeyondCOURSE ID: 2017
DESCRIPTION

Due to the potential sunset of the Tax Reform Act of 2010 coupled with the 2012 elections, Congress will need to make changes to the Internal Revenue Code regarding Estate, gift and generation-skipping taxation. Not unlike the changes made in 2001 and 2010, these changes will bring uncertainty in this area of planning. Understanding the transfer tax system together with case law developments is important to all practitioners in properly advising their clients.

DESIGNED FOR: CPAs, financial planners, attorneys, insurance agents, bankers.FIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: IntermediatePREREQUISITES: Basic knowledge of estate taxationCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To gain an insight and understanding of estate planning issues and techniques given the uncertainty in 2013 of Federal estate, gift and generation-skipping taxation and recent case law developments.
HIGHLIGHTS:

* Gift tax issues and planning techniques * Estate tax issues and planning techniques * Generation-skipping issues and planning techniques * Other tax and non-tax issues and planning techniques * Step-up in basis issues

INSTRUCTOR
-TBD-
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Business Learning Institute - Course Catalog
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