Tuesday, November 9 @ 8:00 AM
(2 CPE TAXES (2 CLE) (2 IRS CE G1U2N-U-00225-21-O)
Robert S. Barnett, Esq., CPA; Gregory Matalon, Esq.; Martin M. Shenkman, CPA, MBA, PFS, AEP, JD; Kevin Matz, Esq., CPA, LL.M (Taxation)
2021 has been an active year for family gifts, business succession, and estate planning. We will consider the impact of pending legislation with emphasis on practical gift planning, protection of estates in valuation disputes, Covid-19 valuations, and effective defined value clauses. Form 709 preparations and a summary of the IRA and Secure Act issues will also be discussed.
Who Should Attend:
Accountants, Attorneys and CFPs
Learn the Form 709 rules and regulations and how to complete the form. Also, learn the new IRA rules and Secure Act issues.
Knowledge of gift taxes and estate planning
Group Internet Based