9/9/20: The Time to (Estate) Plan is Now! What the CPA needs to know to properly advise clients


September 9, 2020 (8:15 a.m. – 11:00 a.m.)
3 CPE Credits
Course Level: Intermediate
Course Fee: $225
Location: Zoom Webinar

Between the upcoming election, and the cost to the Government of the COVID-19 responses, there is a great amount of discussion about raising taxes in the future. The estate, gift and GST tax rules, with the large exemptions that presently exist, are ripe for modification. The webinar will focus on the present and future tax environments surrounding estate planning. We will highlight actions that can and should be taken now before any changes are implemented. In addition, we will discuss the many non-tax implications that must be considered in estate planning. Participants must have a basic knowledge of Estate and Gift taxation.

We hope that you will be able to join us at one of the webinars.

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

Registration is done online only through the link provided.
Payments are processed through PayPal, no account is required.

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 Sponsors. 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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