Not Found
Live Webcast Replay

Estate and Gift Alert—What should I be doing?


Total Credits: 2 including 2 Taxes - Technical

Average Rating:
   4.5
Category:
ACPEN Signature |  Tax |  IRS Approved
Faculty:
C. Clinton Davis, CPA, JD |  Alan K. Davis, JD, CPA
Course Levels:
Update
Duration:
2 Hours
License:
Access for event date only.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.



Description

Estate and gift tax changes are coming.  You have a closing window to take action.  What should you be doing NOW?  Join us as we walk through a number of things to watch out for and things to consider when helping your clients. 

**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.

Basic Course Information

Learning Objectives
  • Understand the most recent Estate and Gift Tax Changes
  • Learn what to watch out for as it relates to new changes
  • Discuss gifting strategies based on new changes
  • Learn techniques for estate size reduction

 


Major Subjects
  • Legislative proposals affecting estate and gift taxation
  • Changes to the lifetime exemption and other matters that will occur without legislation
  • Gifting strategies for 2021 Special issues caused by moving to a carryover basis at death world
  • Tried and true techniques for estate size reduction—life insurance trusts, annual gifting of present interests (and what is a present interest)

Course Materials

Faculty

C. Clinton Davis, CPA, JD's Profile

C. Clinton Davis, CPA, JD Related seminars and products

Krage & Janvey, L.L.P.


CLINT DAVIS is with the law firm of Krage & Janvey, LLP in downtown Dallas.  He graduated cum laude from the SMU Dedman School of Law in 1980 and first in his graduating class from Northwestern State University of Louisiana in 1977 with a Bachelor of Science in Accounting.  He was first licensed in Florida as an attorney in 1980 and then in Texas in 1982.  He has been a licensed CPA in Texas since 1980.  He has been Board Certified in Tax Law by the Texas Board of Legal Specialization since 1988.  He has been named as a Super Lawyer, a Top Attorney in Texas by Texas Monthly, one of the Best Lawyers in Dallas by D Magazine and a Top Rated Lawyer by the Dallas Morning News, all in the tax area. 

Clint has in the past been an author and discussion leader for numerous CPE courses for the Texas Society of CPAs. Clint also speaks before various bar associations and accounting conferences. and is a frequent presenter and moderator on the Accountants’ Continuing Professional Education Network.

Clint primarily represents high net worth individuals and closely held businesses with much of his time devoted to real estate tax planning, implementation of S corporation ESOPs, mergers and acquisitions and private foundations.


Alan K. Davis, JD, CPA's Profile

Alan K. Davis, JD, CPA Related seminars and products

Partner

Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP


Alan K. Davis, JD, CPA, is a partner in the Dallas law firm of Meadows, Collier, Reed Cousins, Crouch & Ungerman, LLP. He is Board Certified in Estate Planning and Probate Law and is an American College of Trust and Estates Counsel Fellow. He maintains his CPA License. He represents clients in all phases of business planning, estate planning, and probate. Alan’s expertise is focused on designing and implementing plans to accomplish his clients’ objectives regarding the disposition of their estate, as well as taking maximum advantage of the credits and exemptions provided under the Internal Revenue Code for federal estate and gift taxes.  His estate planning practice is devoted to creatively reducing the extent to which an estate is subject to estate taxes. His business planning practice includes counseling clients with respect to establishment, operation and tax reporting requirements of their business transactions.  Primary emphasis is placed on the most tax efficient manner of transferring business interests to family members while also providing second (and third) generations with the best chance of family business continuance. Alan also counsels clients in all aspects of their charitable planning and charitable entities as to their formation and operation.


Dates

Thu, Aug 05, 2021 - 02:00pm to 04:00pm EDT
Mon, Aug 30, 2021 - 10:00am to 12:00pm EDT
Wed, Sep 08, 2021 - 02:00pm to 04:00pm EDT
Thu, Sep 30, 2021 - 10:00am to 12:00pm EDT
Tue, Oct 05, 2021 - 02:00pm to 04:00pm EDT
Sat, Oct 30, 2021 - 10:00am to 12:00pm EDT
Fri, Nov 05, 2021 - 02:00pm to 04:00pm EDT
Tue, Nov 30, 2021 - 10:00am to 12:00pm EST
Mon, Dec 06, 2021 - 02:00pm to 04:00pm EST
Thu, Dec 30, 2021 - 10:00am to 12:00pm EST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Industry and Public Accountants
Original Recording Date 06/22/21
Yellow Book No
Course Developer Business Professionals' Network, Inc.
Date Added to Catalog 05/19/21

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement 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
Instructional Delivery Method Group Internet Based
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

Promo Video

Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 2

Please wait ...

Back to Top