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