EST2505. AICPA Update: Trust, Estate, and Gift Tax Technical Resource Panel

The AICPA advocates for sound tax policy, particularly in the areas of trust, estate, and gift taxes. This session highlights the latest developments and initiatives that the Technical Resource Panel (TRP) is championing in the estate and trust sector. Emphasis will be placed on the TRP's interactions with the Treasury, IRS, and Congress.

Learning Objectives:

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