Wolters Kluwer's 2021 Estate & Financial Planning Quarterly Update (Summer)

September 14, 2021

3:00 PM ET

Special BKR Fee: $83.25

CPE Credit: 2 hours

After a whirlwind year of legislation passed at breakneck speed, practitioners must stay informed of constant changes in areas of estate and financial planning as the IRS issues notices and releases regulations. This quarterly presentation will review the most recent legislative, regulatory, and case law authority and how you can advise individual taxpayers to ensure ongoing compliance and maximization of tax benefits.

Topics Covered

*Passage of new legislation affecting clients' estate and financial planning goals
*Issuance of proposed and final regulations related to estate and fiduciary income tax
*Revenue procedures and rulings issued by the IRS in response to recent legislation
*Key case law affecting clients' estate and financial planning goals

For more information and to register, click here.