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2022 AICPA & CIMA ENGAGE

EST2201 - Estate, Gift and Generation-Skipping Tax Update | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award


Jun 6, 2022 8:30am ‐ Jun 6, 2022 9:45am


Standard: $49.00

Description

This session will review recent cases, rulings and legislation in the area of estate, gift and generation-skipping tax. How those new rules impact estate planning approaches will also be discussed.

Learning Objectives:
  • Analyze how changes to the law impact how clients should think about their estate plans.
  • Assess estate planning techniques that they can use to reduce estate, gift and generation-skipping taxes.

Speaker(s):

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