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EST2213

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

Date
June 7, 2022
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2022)
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2022)
Thumbnail for AICPA & CIMA ENGAGE 2022
This includes sessions from AICPA & CIMA ENGAGE 2022:

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.

Speakers

Speaker Image for Ted Batson
Partner/Tax Counsel, CapinCrouse LLP
Speaker Image for Mary Kay Foss
CPA, Mary Kay Foss CPA
Speaker Image for Irene Estrada
Managing Director, PwC

​Speaker - Virtual

Speaker Image for Eileen Sherr
Director - Tax Policy and Advocacy, AICPA & CIMA

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