COURSE SCHEDULE

6/19/19 – Estate Planning in 2019 and Beyond

The seminar will focus on the future of estate planning, analyzing the current estate and gift tax rules as well as highlighting the changes resulting from the Tax Cuts and Jobs Act and the many proposals in Congress. 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.

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7/17/19 – Elder Law Basics: What Every CPA Needs to Know

This seminar will cover everything you need to know when planning for the long-term care needs of your clients as they age. The percentage of Americans reaching traditional retirement age continues to grow steadily. The practice of elder law encompasses a broad array of issues such as Medicaid and asset protection planning; long-term care and nursing home care; and the use of Estate planning documents. This program will educate you on the basics of elder law planning in order to be able to better assist your clients.

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8/8/19 – Mid-Year Income Tax Update

This seminar will cover the many federal tax issues that remain as a result of the provisions of the Tax Cuts and Jobs Act. In addition, we will discuss any recent state tax changes for the current and future years that will impact your clients. We will also discuss the latest cases and rulings that affect the income taxation of individuals and entities in 2018 and later years, to provide you with an update of the latest developments that have an impact on their practices. Participants must have a basic knowledge of Federal and NYS income taxation.

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