Current Events in Estate Planning: Changes to Gift/Estate Tax Rates and Discounts

Current Events in Estate Planning: Changes to Gift/Estate Tax Rates and Discounts

Regular price $129.00

The second quarter of 2021 has seen a flurry of proposed bills that will impact the estate planning practitioner. Join Bob Keebler as he wades through the proposed changes to the gift and estate tax rates and discounts, and learn about the differences between the competing bills; potential capital gains changes; which bills have retroactive effect; and potential impacts on other planning tools.

Presenter: Robert S. Keebler, CPA, MST, AEP (Distinguished)

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

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