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

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Aug 22, 2020

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


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


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

Designed For

CPAs, EAs, attorneys, and financial planners


  • 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