2022 Estate & Financial Planning Quarterly Update (Spring) (Completed)

Date: Monday, May 16, 2022
Instructor: Klaralee R. Charlton
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
2 hours General Principles of Financial Planning for CFP

Legislation, Treasury Releases, and Case Law all affect tax practitioners and their clients. Staying up to date on changes to laws and how laws are interpreted by the IRS and the courts is crucial to providing accurate and quality services to clients. This quarterly presentation will review the most recent legislative, regulatory, and case law authority and provide suggestions for best practices in light of the changing tax environment.

Who Should Attend
Attorneys, CPAs, and Enrolled Agents.

Topics Covered

  • Passage of new legislation affecting client's estate and financial planning goals
  • Issuance of proposed and final regulations related to estate and fiduciary income tax
  • Revenue procedures and rulings issued by the IRS in response to recent legislation
  • Key case law affecting client's estate and financial planning goals

Learning Objectives

  • Summarize legislative provisions affecting client's estate and financial planning goals
  • Describe any proposed or finalized regulations and the pros and cons affecting taxpayers
  • Recognize and analyze the potential tax impacts related to revenue rules and case law decisions affecting estate tax and fiduciary income tax
  • Identify how to recommend estate and financial planning ideas for clients looking to reduce tax liability while achieving estate planning goals


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic understanding of estate & financial planning.

Advance Preparation

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