Estate Planning Update – June 22, 2017


PRINTED MATERIALELECTRONIC MATERIAL

Thursday, June 22, 2017
8:30 a.m. – 12:00 p.m.
CPE Credits: 4
Seminar Fee: $225 (Printed) / $200 (Electronic)

Melville Marriott
1350 Old Walt Whitman Road
Melville, NY 11747
631-423-1600

The seminar will focus on the future of estate planning, analyzing the current estate and gift tax rules as well as highlighting the changes being proposed in Washington. The discussion will also bring to light the many non-tax implications that must be considered in estate planning, as well as the impact that the New York State Estate Tax provisions will have on clients and their families. Participants must have a basic knowledge of Estate and Gift taxation.

  • Course is Intermediate/Advanced
  • Attendees must have basic knowledge of Federal and New York State Taxation
  • Light Breakfast & Buffet Lunch will be served

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.

PRINTED MATERIALELECTRONIC MATERIAL

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