2017 Estate & Financial Planning Update (Completed)

Date: Tuesday, May 23, 2017
Instructor: Arthur Joseph Werner
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC
1 hour General Principles of Financial Planning for CFP
1 hour Estate Planning for CFP

Over the past few years, Congress made sweeping changes to the Internal Revenue Code regarding Income, Estate, and Gift taxation. Understanding the impact of the new legislation together with recent case law developments and technique developments is important to all practitioners in properly advising their clients.

Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers.

Topics Covered

  • 2017 issues in estate and gift taxation related planning issues
  • 2017 issues in income taxation related planning issues
  • A total understanding of new legislation
  • Portability issues
  • Issues involving the non-traditional client
  • Obamacare tax issues
  • Planning considerations

Learning Objectives

  • Identify changes in various estate and financial planning techniques for 2016 and beyond


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic knowledge of Federal Income, Estate, and Gift Taxation.

Advance Preparation

View More Live Webinars