CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Webcast

Critical Tax Planning Issues – Looking Ahead to Uncertain Times

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$49.00

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CPE Credits

1 Credits: Taxes
Course Level
Basic
Format
Webcast

Course Description

This course was filmed live at the 2023 New Money Summit.

Join us as we address the important and hot topics for tax and estate planning in 2024. This course covers the latest tax proposals and planning opportunities. Will there be any new tax laws enacted in 2024? The sunset of the 2017 Tax Cuts and Jobs 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 concerns and recommend planning techniques for all clients.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • 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.
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Course Specifics

Course ID
WC1823358898
Revision Date
January 17, 2024
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02420-24-O
IRS Federal Tax Law Credits: 1
CFP Provider Number: 3199
CFP Course Number: 322098
CFP Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1968

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

Steven G. Siegel, JD, LLM

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 …

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