Estate Planning Tax Strategies Conference 2017: Latest Developments & Advanced Planning Strategies

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Focusing on the state in which the Conference is held and surrounding states

Estate Planning Tax Strategies Conference 2017: Latest Developments & Advanced Planning Strategies

CPE Credit: 8 Hours

Price: $299.00

NASBA Field of Study: Taxes

 

Overview

In this multi-speaker conference, America’s leading estate planning experts will update you on the latest critical developments in estate planning. You will also learn proven advanced strategies for handling complex estate planning issues and maximizing tax savings opportunities.
 

AGENDA HIGHLIGHTS


•  State-specific considerations
   – Estate planning and tax considerations for the state in which this conference is presented and the
      surrounding states

•  Working with retirement accounts and IRAs

•  Estate planning in the current environment
   – Significantly increasing exemptions
   – Opting whether or not to use the unlimited marital deduction
   – Gifting considerations

   – Coordinating GST planning

•  Business interests considerations

•  Special issues for S corporation and LLC owners

•  Life insurance as an estate planning tool

•  Wealth transfer planning opportunities: loans, SCINs, GRATs, IDGTs, CLATs and more

•  Case studies on federal estate tax issues
 

Note: There is no free lunch at this event, but refreshments will be provided.

 

LEARNING OBJECTIVE  To update accountants and other financial professionals on the latest developments in estate planning
and show them how to use the latest advanced estate planning strategies.

PREREQUISITE  None.    ADVANCE PREPARATION  None.    PROGRAM LEVEL  Update.    NASBA FIELD OF STUDY  Taxes.
DELIVERY METHOD  Group-Live.

 

This program is also available via live webcast
Estate Planning Tax Strategies Conference 2017: Latest Developments & Advanced Planning Strategies Webcast

 

Workshop

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Forum

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Location

TKP New York Conference Center
109 West 39th Street
New York, NY 10018
(212) 444-7342

 

Palmer House Hilton
17 East Monroe Street
Chicago, IL 60603
(312) 726-7500

 

APA Woodbridge
120 Wood Avenue South
Iselin, NJ 08830
(732) 494-6200

 

Courtyard Marriott City Avenue
4100 Presidential Boulevard
Philadelphia, PA 19131
(215) 477-0200