Hear an update on significant state and federal changes in estate planning and important information on avoiding problems with wills. Then, get an update on the 199A qualified business income deduction.
BENEFITS
Earn 4 CPE credits in TX.
HIGHLIGHTS
Significant Changes in Estate Planning for 2018 and Beyond
Robert A. Bernstein, Esq. - Bernstein Estate Law
In this session, we will discuss:
- New federal and New Jersey estate tax laws
- The dangers of outdated, lost, and poorly drafted wills
- Utilization of trusts
- Gifting and problems with beneficiary designations
199A Qualified Business Income Deduction Update
Shaune Scutellaro, CPA - CohnReznick, LLP
In this session, we will discuss the Tax Cuts and Jobs Act and its affect on the 199A qualified business income deduction of pass-through entities.
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$14 late fee applied on and after 6/7. Season Pass holders must register for each event.
For course materials, please visit your
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