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Mountain Retreat: Estate, Gift, and Generation Skipping Transfer Taxes – What every Professional Advisor Needs to Know – Anthony Rocca (1MR012-13)

Description

The 2012 Tax Act was received as good news by most taxpayers and their
advisors in the areas of Estate, Gift and Generation Skipping Transfer
Taxes. The challenge, however, is to understand how to take advantage of
this new law and apply it in practice.

Learning Objectives
  1. This course is designed to provide the professional advisor with an understanding of these recent changes and how these changes will impact a clients estate plan
Major Topics
  2. Understand the current Federal Gift, Estate and Generation Skipping Transfer Tax Climate
  3. Identify Gift Tax Strategies that may best effectuate Client Objectives
  4. Review Maryland Estate Tax Climate and Planning Considerations
Course Level
Intermediate
CPE Field of Study
Taxes
4
Location
Wisp Resort Development
Event Information
When
Sep 24, 2013
12:00 pm - 3:30 pm EST
Location
Wisp Resort Development
Total CPE Credits
4
Format
In-Person

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$ (% off)
$150.00

NON-MEMBER

$ (% off)
$200.00
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Mountain Retreat: Estate, Gift, and Generation Skipping Transfer Taxes – What every Professional Advisor Needs to Know – Anthony Rocca (1MR012-13)

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