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2022 AICPA & CIMA ENGAGE

EST2213 - AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update


Jun 7, 2022 4:15pm ‐ Jun 7, 2022 5:30pm


Standard: $49.00

Description

AICPA advocates for good tax policy, including on trust, estate, and gift tax issues. This session will cover the many developments and projects the TRP is advocating for in the estate and trust area. Contacts with Treasury, IRS, and Congress are emphasized.

Learning Objectives:
  • Identify planning areas and recommendations.
  • Recognize estate and gift tax issues that affect your clients.

Speaker(s):

​Speaker - Virtual(s):

  • Eileen Sherr, CPA, CGMA, MT, Director - AICPA Tax Policy & Advocacy, AICPA

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