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Estate Planning in a Topsy Turvy Environment(181212N)

Course CPE: 2 hours
Field(s) of Study: Business Law–1 hour; Business Management and Organization–1 hour
Program Level: Intermediate
Prerequisites: None
Delivery Method: Self-Study
Advanced Preparation: None

Item Number: 18EP1212EPTTE
Shipping Weight: 0lbs. 0oz.

Price: $147.00

Recording Date: December 12, 2018

Program Description

Since 2000, we have lived in a very unstable estate tax regime. Estate tax exemptions have gone up and gone down and now there is a suggestion that the Federal tax may go away altogether. What's real and what isn't? And how can planning - especially critical business planning - be accomplished in such an environment? Those questions and more will be addressed in this thrilling presentation.

Learning Objectives

After completing this webinar, attendees will be able to:

Analyze the current estate tax regime
Assess realistic expectations of future tax regimes
Critique popular speculation about the effect of the tax regime on business and succession plans
Evaluate realistic goals and expectations business owners should employ in planning succession
Inventory options for planning, including non-tax driven planning
Judge methodologies for successful business succession planning
Predict the future of applicable future tax regimes

Who Should Attend

CEO's, CFP's, CPA's, CLU's, JD's, practitioners

Presenter(s):

Eido Walny

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Estate Planning in a Topsy Turvy Environment(181212N)

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