Total Credits: 2 including 2 Taxes - Technical
All estate planners and wealth advisors need to review their client’s estate plan to ensure that their objectives can be accomplished while minimizing income, gift, estate and generation-skipping taxes.
The scheduled reduction in the estate tax exemption after 2025, together with two proposed bills “The STEP Act” and the “For the 99.5% Act” would make substantial revisions to the tax code with some provisions retroactive to 1/1/2021 and others effective 1/1/22. With these scheduled and potential transfer tax changes on the horizon, those in estate planning need to understand the implications and opportunities presented. Now is the time to begin this process. The impact of the pandemic, together with low, but steadily increasing interest rates and depressed asset values, present an opportunity and necessity to begin the analysis and planning process now.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Important CPE Credit Information_READ BEFORE WEBCAST (484.4 KB) | 2 Pages | Available after Purchase |
Estate Planning Opportunities in Todays Environment Handout (1.2 MB) | Available after Purchase |
IRS CE Credit Request Form (137 KB) | Available after Purchase |
Q&A Doc (19 KB) | Available after Purchase |
Jeffrey A. Robbins is a CPA, but practices law in Bloomfield Hills, Michigan, specializing in wealth and business planning for individuals and their businesses. Jeffrey is active in various MICPA committees. Jeffrey has a B.A. from the University of Michigan (B.A., Economics), J.D. from Wayne State University and an LL.M (in Taxation) from New York University. Jeffrey is a shareholder at Hertz Schram, PC and the head of its estate planning and business planning practice sections.
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Anyone who is involved with a client’s estate plan or providing tax and wealth management advisory services. This includes attorneys, CPA’s, financial advisors and insurance agents.
06/24/2021
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MICPA
05/06/2021
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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