Complimentary for Members

February 13, 2026


Live Webcast


NASBA 1

Highlights of Heckerling Institute of Estate Planning Tech Session Webinar

NYCPA President Kevin Matz will provide his annual overview of the most important estate-planning strategies covered at the Heckerling Institute on Estate Planning in January 2026.

February 13, 2026
Live Webcast
NASBA 1
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    Instructor

    Kevin
    Matz

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Describe the key provisions of the One Big Beautiful Bill Act affecting estate planning.
  • Analyze estate planning strategies in light of the permanent $15 million estate and gift exclusion amount beginning January 1, 2026, and the IRS?s litigation position on GRATs in the Elcan case.
  • Evaluate changes to the rules governing Qualified Small Business Stock (QSBS) under the new tax law.

Major Topics

  • Key provisions of the One Big Beautiful Bill Act and their operational impact on estate planning strategies
  • Estate planning under the permanent $15 million exclusion and IRS scrutiny of GRATs, including governance and compliance considerations
  • Changes to QSBS rules and strategies to identify and address planning vulnerabilities under the new tax law

CPE Credits Available

NASBA 1
1
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, Lawyers, Financial Planners

Provider

Foundation for Accounting Education

This event has ended.