Tuesday, November 10 @ 8:00 AM
(2 TAX CPE) (2 CFP-ESP-H72) (2 CLE) (1 IRS CE G1U2N-T-00209-20-0)
Neil D. Katz, J.D., LL.M., CPA, Robert S. Barnett, CPA, Esq., Gregory L. Matalon, J.D.
The estate, gift and GST tax rules, with the large exemptions that presently exist, have created an environment ripe for planning. How will the 2020 Presidential and Congressional Elections change that? Only a few weeks beyond the results, Neil and Robert will share their insight as to what the future holds for estate planning, highlighting the possible need for immediate action. In addition, no estate planning conversation would be complete without a focus on the many non-tax implications that also must be considered by your clients.
Who Should Attend:
Professionals who engage in estate planning.
Recognize and identify estate planning opportunities subsequent to the 2020 Election and highlight the possible need for immediate action.
Knowledge of estate planning
Group Internet Based