Estate Planning in the Next Decade

8:30 am–12:15 pm ET

# of CPE Credits



This course will provide an overview of the estate and gift tax system, testamentary planning, lifetime giving, charitable planning, generation-skipping planning, life insurance, and any new developments.


Interpret * The estate and gift tax system * Testamentary planning * Lifetime giving * Charitable planning * Generation-skipping planning * Life insurance * Any new developments * Interpret valuation and the discounting and use of nonvoting interests * Plan for retirement plan distributions, GRATs, and family sales * Summarize buy-sell agreements * Clarify using insurance in succession planning


See course description

Who Should Attend

CPAs in industry and public practice

Required Knowledge


Advanced Prep


Event Speaker(s)

Mr. Bradley L. Jacobs, CPA, JD ( Tuggle Duggins, PA, Greensboro, NC ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at onlinelearning@ncacpa.org, and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at support@peachnewmedia.com.

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via phone or email 30 minutes prior to the start of a live online program.

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Also Available As

Tuesday, September 17, 2019 (8:30 am–12:15 pm ET) , Morrisville
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Friday, October 18, 2019 (1:00 pm–4:45 pm ET)
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Tuesday, November 19, 2019 (8:30 am–12:15 pm ET)
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Tuesday, December 17, 2019 (1:00 pm–4:45 pm ET)
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Thursday, February 13, 2020 (1:00 pm–4:45 pm ET)
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Share This Event

Event Vendor:NCACPA
Field of Study:Taxes
Level: Update
Other:New Course

Event Type:Webcast
Event Code:W0012119

Registration Fees

Registration Fee Early Bird Regular
NCACPA Member N/A $150.00
Non-Member N/A $200.00
CPE Sponsors LogoThe National Registry of CPE Sponsors is a program offered by the National Association of State Boards of Accountancy (NASBA) to recognize CPE program sponsors who provide continuing professional education (CPE) programs in accordance with nationally recognized standards. The North Carolina Association of Certified Public Accountants is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800- 469-1352.