Current Events in Estate Planning

Current Events in Estate Planning

Regular price $129.00

This webinar covers the enactment of the American Rescue Plan Act signed by President Biden on March 11, 2021, including recovery rebates, the child tax credit, the dependent care credit and exclusion, employee retention credits, and loan forgiveness. The webinar also addresses recent estate planning developments, including a discussion regarding potential actions by the Biden administration in 2021.

Presenter: Randy Gardner, JD, CPA, CFP, LLM, MBA, RLP

CLE: 1.0 general credit

States Pre-Approved: AR, CA, ME, MO, NJ, NY, OK, PA, VT

(AK, AZ, CT, NH eligible to claim credit)

States Pending Approval: CO, GA, IL, NC, OH, TX, UT

We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**

* Approval process times will vary

** We will supply you with the information needed to self-apply

shopcle@wealthcounsel.com


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