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AICPA & CIMA ENGAGE 2021


EST2101 - EST2101. Current Developments in Estate Planning, followed by the presentation of the P. Thomas Austin Personal Financial Planning Division Scholarship Award


Jul 26, 2021 8:00am ‐ Jul 26, 2021 9:15am

Standard: $49.00

Description

This session will be a review of the most recent cases, rulings, and tax code changes that impact estate, gift and generation-skipping tax matters, and income taxation of trusts. 

Learning Objectives:
  • Understand changes to the estate tax rules.
  • Learn how to use the changes to the rules to advantage clients in the context of their estate plans.

Speaker(s):

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