Trust & Estate Update
Join EisnerAmper's professionals for a timely trust and estate presentation highlighting the the significant developments in estate planning and the opportunities that lie ahead with new and proposed legislation.
Gain insight into the changes coming in 2025 and impacts to estate planning when the individual tax provisions of the 2017 Tax Cuts and Jobs Act expire.
Learning Objectives: To update on new and proposed legislations and understand the changes coming in 2025 and impacts to estate planning when the individual tax provisions of the 2017 Tax Cuts and Jobs Act expire.
Learning Outcomes: Participates will be able to:
- Gain insight into the changes coming and impacts when the individual tax provisions of the 2017 Tax Cuts and Jobs Act expire.
- Understand estate and income tax issues and opportunities to consider when planning with trusts.
- Explore planning ideas for clients, including modern estate administration.
This course qualifies for 1.0 CPE credit in Taxes.
Group Live; Program level: Basic; Prerequisites: No advanced preparations or prerequisites needed.
Eisner Advisory Group LLC 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.
NASBA Sponsor Registry ID: 108139.