Attend this session to hear about changes in financial planning strategies under the new administration. Then, hear an estate planning update with a focus on gift tax changes and strategies for high net worth clients.
BENEFITS
Earn 4 CPE credits.
HIGHLIGHTS
Financial Planning
Jeffrey Christakos, CPA, CFP, CLU, AIF - Monmouth University
In this session, we will discuss financial planning strategies under the new administration. We will survey the current financial planning horizon for ideas on how CPAs can best help clients meet their short and long-term goals.
Estate Planning
Anthony Vitiello, Esq. - Connell Foley, LLP
In this session, we will discuss:
- Update on Federal Estate and Gift Tax Law Changes
- Sophisticated Estate Planning Strategies for Ultra-High Net Worth Clients
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$15 late fee will be applied on and after 5/16. Season Pass holders must register for each event.
To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.