7/15/2021: Estate Planning Update: Is the Window Closed or Is There Still Time to Plan?


June 30, 2021 (8:30 a.m. – 11:00 a.m.)
3 CPE Credits
Course Level: Intermediate
Course Fee: $225.00
Location: Zoom Webinar

There are a number of bills working their way through Congress that will have a game-changing impact on estate planning. Provisions to dramatically reduce exemptions, increase rates, virtually eliminate many of the most utilized estate planning techniques and even provisions to eliminate stepped-up basis (or worse, create a taxable gain on death) are all very much in play. The seminar 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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