Live event participants can earn up to 1 CPE credits in the taxes field of study.Program description: The Tax Cuts and Jobs Act of 2017 (TCJA) put in place a series of tax laws that are set to sunset at the end of 2025. Two of these provisions, the Estate Tax and Gift Tax Exemptions, will both decrease again at the end of 2025. It is important that taxpayers understand the implications, review the various options and techniques, and determine next steps, while also allowing enough time to make the necessary changes.
Join members of CohnReznick’s National Tax Trusts & Estates practice, as well as members of our Valuation Advisory Services practice, as they discuss key concerns, areas to watch, and what’s next.
Program level: Basic
Prerequisites: None
Advanced Preparation: None
Topics to be discussed include:
- Trusts as estate planning vehicles, and the resulting income tax implications of certain trust types
- What are the gift tax return adequate disclosure requirements, and why should a taxpayer pay attention to them?
- Estate planning techniques and assessing the right planning technique for you
- Timeline of valuation engagements and key documents requested
- Factors to consider in selecting a valuation date
- Factors considered when determining valuation discounts for lack of control and marketability
Instructional Delivery Method: Webinars: Group Internet Based
Who Should Attend:
- Tax
- Job Functions: Executive, Tax
- Job Role: Csuite/ Managing Director, Owner/Partner
- Client, COI, Prospect
Course Registration Requirements: Landing pages feature this content prior to CPE credit approval.
Official NASBA sponsor statement, if an approved NASBA sponsor (explaining final authority of acceptance of CPE credits):
CohnReznick LLP 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 board of accountancy have final authority on the acceptance of individual courses for CPE credits. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
