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2014 Estate & Financial Planning Update (Currently Unavailable)

CPE Credit:

2 hours for CPAs
2 hours Federal Tax Updates for CTEC
2 hours Federal Tax Law Updates for EAs and OTRPs

Over the past few years, Congress made sweeping changes to the Internal Revenue Code regarding Income, Estate, and Gift taxation. Understanding the impact of the new legislation together with recent case law developments and technique developments is important to all practitioners in properly advising their clients.

Publication Date: May 2014

Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Topics Covered

2014 issues in estate and gift taxation related planning issues
2014 issues in income taxation related planning issues
A total understanding of new legislation
Portability issues
Issues involving the non-traditional client
Obamacare tax issues
Planning considerations

Learning Objectives

Recognize and understand the changes in various estate and financial planning techniques for 2014 and beyond.

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic knowledge of Federal Income, Estate, and Gift Taxation

Advance Preparation
None

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