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Live Webcast Replay

Estate Planning Opportunities in Today’s Environment


Total Credits: 2 including 2 Taxes - Technical

Average Rating:
   4
Category:
Partner Produced |  Industry |  Tax |  IRS Approved
Faculty:
Jeffrey A. Robbins, CPA, JD
Course Levels:
Overview
Duration:
2 Hours
License:
Access for 30 day(s) after program date.

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


Description

All estate planners and wealth advisors need to review their client’s estate plan to ensure that their objectives can be accomplished while minimizing income, gift, estate and generation-skipping taxes.

The scheduled reduction in the estate tax exemption after 2025, together with two proposed bills “The STEP Act” and the “For the 99.5% Act” would make substantial revisions to the tax code with some provisions retroactive to 1/1/2021 and others effective 1/1/22. With these scheduled and potential transfer tax changes on the horizon, those in estate planning need to understand the implications and opportunities presented. Now is the time to begin this process. The impact of the pandemic, together with low, but steadily increasing interest rates and depressed asset values, present an opportunity and necessity to begin the analysis and planning process now.

**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
  • Educate professionals on issues, opportunities and techniques to effectively advise their clients.

Major Subjects
  • Proposed Changes in Income, Gift, Estate and Generation-Skipping Transfer Taxes
  • 50% reduction in Gift and Estate Tax Exemption after 2025
  • Impact and Opportunities Resulting from the favorable Anti-Clawback Regulations
  • Portability
  • GRATs
  • Interest Rate Opportunities
  • Benefits of Gifting Now
  • Valuation Discounts
  • Opportunities for using exemptions while retaining use of gifted assets through SLATs (Spousal Lifetime Access Trusts) and Inter-vivos QTIPs (Qualified Terminable Interest Trusts)
  • Leveraging Opportunities Utilizing grantor trusts, leveraged sales and low interest rate loans to irrevocable trusts
  • Rescuing and Rehabilitating Irrevocable Trusts utilizing decanting and modifications

Course Materials

Faculty

Jeffrey A. Robbins, CPA, JD Related seminars and products


Jeffrey A. Robbins is a CPA, but practices law in Bloomfield Hills, Michigan, specializing in wealth and business planning for individuals and their businesses.  Jeffrey is active in various MICPA committees. Jeffrey has a B.A. from the University of Michigan (B.A., Economics), J.D. from Wayne State University and an LL.M (in Taxation) from New York University.  Jeffrey is a shareholder at Hertz Schram, PC and the head of its estate planning and business planning practice sections.


Dates

Wed, Aug 25, 2021 - 11:00am to 12:59pm EDT
Thu, Sep 23, 2021 - 01:00pm to 02:59pm EDT
Tue, Oct 26, 2021 - 12:00pm to 01:59pm EDT
Fri, Nov 19, 2021 - 09:00am to 10:59am EST
Sat, Dec 18, 2021 - 10:00am to 11:59am EST
Wed, Jan 19, 2022 - 02:30pm to 04:29pm EST
Mon, Feb 21, 2022 - 05:00pm to 06:59pm EST
Fri, Mar 18, 2022 - 11:00am to 12:59pm EDT

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

Anyone who is involved with a client’s estate plan or providing tax and wealth management advisory services. This includes attorneys, CPA’s, financial advisors and insurance agents.


Original Recording Date

06/24/2021


Yellow Book

No


Course Developer

MICPA


Date Added to Catalog

05/06/2021


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


Course Registration Requirements

Online Registration


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.


Reviews

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Overall:      4

Total Reviews: 8

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