The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. These changes have a significant impact of state specific issues. This course takes a look at how the new tax act impacts specific state issues.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
DESIGNED FOR
CPAs, EAs, attorneys, and financial planners
BENEFITS
- To understand how the Tax Cuts and Jobs Act of 2017 impacts a client’s state related issue
HIGHLIGHTS
- State Transfer Taxes
- Spousal Rights
- Intestate Succession
- Formal Will Requirements
- Distribution Planning Issues
- Disability issues
- Durable Power of Attorney Issues
- Medical Health Care Directive Issues
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.