The Coming Sunset of the 2017 Act: Key Income and Estate Tax Planning Issues ON DEMAND
Available Until
Your Desk
1.0 Credits
Member Price $203.00
Non-Member Price $233.00
Overview
Join us as we address the important and hot topics for tax and estate planning in 2024. This course will cover the latest tax proposals and planning opportunities. Will there be any new tax laws enacted in 2024? The sunset of the 2017 Act is getting closer - what planning can and should be done? What opportunities exist to guard against higher income and estate tax rates in the future? Have the Secure Acts lead to tax planning changes? We will discuss and recommend planning techniques for all clients.
Highlights
Hot topics for tax and estate planning in 2024.
Prerequisites
None.
Designed For
CPAs.
Objectives
Gain an appreciation of the uncertain tax law changes in the coming years. Become familiar with specific income tax and estate planning strategies to benefit clients before law changes occur. Address overall planning, both in the near and long-term, to get ahead of the curve in dealing with both anticipated and unexpected changes in laws and how to advise clients to proceed.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Steven Siegel, Western CPE
Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.
Steven is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016.
In conjunction with numerous tax-planning lectures he has delivered for the National Law Foundation, Steven has prepared extensive lecture materials on the following subjects: planning for an aging population, business entities, preparing the audit-proof federal estate tax return, business acquisitions, representing buyers and sellers in sale of a business, dynasty trusts, planning with intentionally defective grantor trusts, estate planning, S corporations, divorce, and many others.
Steven has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business, and estate planning topics on behalf of numerous organizations, including Western CPE, the Heckerling Institute on Estate Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, Yale School of Management, University of Chicago Business School, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many state CPA societies and estate planning councils, and on behalf of private companies.
He’s presently serving as an adjunct professor of law in the graduate tax program (LLM) of the University of Alabama School of Law, and he has served as an adjunct professor of law at Seton Hall University and Rutgers University law schools.
Steven holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa); a juris doctor from Harvard Law School; and an LLM in taxation from New York University Law School.
Non-Member Price $233.00
Member Price $203.00