Error loading player: No playable sources found
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:
This includes sessions from the conference: Advanced Estate Planning (as part of 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
Partner/Tax Counsel, CapinCrouse LLP
Mary Kay Foss CPA, Ms.
CPA, Mary Kay Foss CPA
Irene C. Estrada, JD
Managing Director, PwC
Speaker - Virtual
Director - Tax Policy and Advocacy, AICPA & CIMA
Related Products
Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX)
This session will cover the importance of planning for the modest estate owner, making the portability election vs…
Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)
This interactive session will review an ultra high net worth family case study and possible discovery approaches to develop an estate plan…
Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)
This session will engage the participant in understanding languages of appreciation and how to leverage them to create a sustainable culture of belonging and relevance. Take part in dynamic conversations and gain tools and techniques to engage and retain BIPOC teammates…
Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN)
46 million Americans now own bitcoin. Yet, only a few tax professionals understand how to help individuals and businesses dealing with cryptocurrency…
