BEUC
THE BEST ESTATE PLANNING UPDATE COURSE BY SURGENT McCOY
Understanding the latest tax law changes affecting estate planning is vitally important for you and your clients. Don’t risk your clients’ financial future! This course uses practical examples to update practitioners on the latest developments and techniques in this complex area.
Major topics include:
- How state law changes are affecting estate planning
- Gift strategies in light of tax reform
- The newest changes in the law including key cases, rulings, and regulations
- Development in the uses of life insurance
- Estate-planning issues for retirement plans and IRAs
- The latest discount and valuation ideas
- Is the family limited partnership still a viable tool?
- Impact of new state Principal and Income Acts in the preparation of Form 1041
- The newest ideas in using trust and grantor trust vehicles
- How the final regulations impact 1041 compliance
- Charitable gift planning
- And much more
