June 11, 2024: Estate Tax Planning for the Middle Wealthy (Webinar)

Tuesday, June 11, 2024 (8:30 a.m. – 10:15 a.m.)
2 CPE Credits
Course Fee: $119.00
Location: Zoom Webinar
Course Level: Basic
Advanced Preparation: None

Many clients believe that unless their estate exceeds the Federal estate tax exemption amount, they do not need estate planning.  For those with estates in the $5 to $10 million range, tax planning can still provide significant savings for the family.  Understanding the concepts applicable to estates of this size is essential, as many clients fall into this category.  This webinar will discuss planning tools available for the large number of estates this size.

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Registration will require a Zoom Account
Register as a guest with your e-mail
(for security you will automatically be e-mailed a one time password in order to access the registration page, this step is easy and automatic when you select the “register with e-mail” option.)

For more information regarding administrative policies such as complaint and refund, please contact our offices at 631-683-8780.

Katz Tax Seminars, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Spon-sors. 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.learningmarket.org.

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