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Join Bob Keebler for a fast-paced review of the important estate planning developments in 2022 along with an analysis of what CPAs should be doing in the fall of 2022 and early 2023. Bob will also cover the alternative valuation and gain/loss recognition issues associated with today’s market volatility in the context of an estate administration.
Learning Objectives:
Understand key developments for the prior year.
Understand potential key developments for the upcoming year.
Speaker(s):
Robert
S. Keebler,
CPA/PFS, MST, AEP (Distinguished),
Partner,
Keebler and Associates, LLP