Area of Focus Sessions
EST2616. AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update
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.
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Taxes
Level
Update - (for participants with a background in the subject area who desire to keep current)
Prerequisites
For participants with a background in the subject area who desire to keep current
Advanced Preparation
None
