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ADVANCED TAX INSTITUTE DAY 2 – Estate Planning Issues

Description

Designed for CPAs with an interest in business law, ATI is four days of programming covering the new tax laws, rules and regulations, with each day having a specific focus – including the latest business and estate planning issues.

Day 2 Estate Planning Issues

Agenda

8:30 am – 10:10 am – What Trusts Should Clients be Doing Now that we Know the Election Results with Martin Shenkman

10:10 – 10:20 – Break

10:20 am – 12:05pm  – Retirement Planning After the SECURE & CARES Acts with Jordon Rosen

12:05 – 12:35pm – Lunch

12:35 – 2:20pm – Demystifying DNI and Section 67(g) – Clarifying two Fiduciary Income Tax Issues Confronting Practitioners with Jeremiah W. Doyle

2:20 – 2:30pm – Break

2:30 – 4pm – Annual Tax Update with Beth Kaufman & Megan Wernke

MACPA Interactive Online Course Badge

Provider
Maryland Association of CPAs
Course Level
Intermediate
CPE Field of Study
Taxes
8
Location
LIVE- ONLINE WEBCAST
Event Information
When
Nov 10, 2020
8:30 am - 4:00 pm EST
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
8
Format
Live Webcast

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$290.00
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ADVANCED TAX INSTITUTE DAY 2 – Estate Planning Issues


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