How State Lines Impact Estate, Tax, and Financial Planning (1 hour)

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Apr 4, 2020

Registration: 4:30 AM / Program: 5:00 AM - 6:00 AM

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. These changes have a significant impact of state specific issues.  This course takes a look at how the new tax act impacts specific state issues.

**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.

Designed For

CPAs, EAs, attorneys, and financial planners

Objectives

  • To understand how the Tax Cuts and Jobs Act of 2017 impacts a client’s state related issue

Major Subjects

  • State Transfer Taxes
  • Spousal Rights
  • Intestate Succession
  • Formal Will Requirements
  • Distribution Planning Issues
  • Disability issues
  • Durable Power of Attorney Issues
  • Medical Health Care Directive Issues

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.