Virtual
Map Monday: Planning at the Intersection of Income Taxes and Estate Taxes
Date: Jan. 20, 2025
Time: 12 – 1 p.m. PT
Overview
Join Rich Austin for a special discussion of the following topics:
Sunset Tax Provisions
Sunset Estate Tax Planning
Trust Planning Pitfalls
Adding Flexibility to Trusts
You will learn about the Integrated Partners CPA Alliance, a turnkey approach to offering wealth management services to CPA firms.
This course will award CPE (as earned). If you'd like to register for the FREE version with no CPE, please select this course: Map Monday: Planning at the Intersection of Income Taxes and Estate Taxes (No CPE).
Product Code
1000003686-130413
Credit Type
CPE: 1CPE-Technical: 1Intended Audience
CPAs, attorneys, financial professionals, insurance professionals, enrolled agents and professional staff.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Sunset Tax Provisions
- Sunset Estate Tax Planning
- Trust Planning Pitfalls
- Adding Flexibility to Trusts
Faculty
Additional Details
This course will be presented through Zoom, and the link will be available in your confirmation email.