Estate & Financial Planning Quarterly Update (Completed)

Date: Monday, November 25, 2019
Instructor: Steven G. Siegel
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Law Updates for EAs and OTRPs
2 hours Federal Tax Updates for CTEC

The 2019 Filing Season – What Has Changed Since 2018?

Much has changed in taxes in the past year. The areas of estate and financial planning have seen changes as well because of the Tax Cuts and Jobs Act of 2017. Expert presenter and practitioner Steven Siegel, J.D., LL.M., will review the many changes in income, gift and estate tax rules that became effective in 2018 with emphasis on the changes that will affect the 2018 tax returns being filed in 2019. This two-hour CPE webinar is a must-attend for all who advise clients are estate tax and financial planning issues.

New Forms will be filed for 2018 reporting; many deductions were lost; new deductions were created; tax rates changed and many taxpayers will see significant differences in their reporting from their 2017 returns to their 2018 returns.

Who Should Attend
All CPAs, EAs, and tax professionals who advise clients on estate and financial planning issues.

Topics Covered

  • Tax Cuts and Jobs Act - What does it mean to estate taxation and planning
  • Deductions gained and lost - impact on financial planning through taxes
  • Filing 2018 returns

Learning Objectives

  • Identify critical estate and financial planning tax changes with clients
  • Recognize how to properly file 2019 returns reflecting changes from Tax Cuts and Jobs Act of 2017


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic understanding of estate taxation and financial planning concepts

Advance Preparation

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