EST2213. AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update

To submit a question or participate in polling, click the link above. AICPA advocates for good tax policy, including on trust, estate, and gift tax issues. This session will cover the many developments and projects the TRP is advocating for in the estate and trust area. Contacts with Treasury, IRS, and Congress are emphasized.

Learning Objectives:

• Identify planning areas and recommendations.
• Recognize estate and gift tax issues that affect your clients.