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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

Over the past few years, Congress has made sweeping changes to the Internal Revenue Code regarding Estate, Gift and Generation-Skipping taxation. In addition, the United States Supreme Court has issued multiple opinions on the issue of same-sex marriages. Understanding the impact of the new legislation and the Supreme Court rulings, together with recent case law developments is important to all practitioners in property advising their clients.

DESIGNED FOR: CPAs, EAs, attorneys, financial planners, insurance agents, and bankersFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: IntermediatePREREQUISITES: Basic knowledge of Federal Estate and Gift TaxationCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To gain an insight and understanding of Estate Planning and Gift Planning issues and techniques in 2017 and beyond, of Federal Estate, Gift and Generation Skipping taxation and recent cases law developments
HIGHLIGHTS:

* A total understanding of new legislation
* A total understanding of the Supreme Court rulings regarding same-sex marriage
* Estate Tax issues and planning techniques
* Gift 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-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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