Complimentary for Members

February 16, 2024


Live Webcast


NYSED 1

Highlights of the 2024 Heckerling Institute on Estate Planning Tech Session Webinar

To Share What CPAs Need to Know about Current Developments in Estate Planning

February 16, 2024
Live Webcast
NYSED 1
  • View Bio

    Instructor

    Kevin
    Matz

    View Bio

Learning Objectives

  • Upon completion of this course, you will be able to:
  • Understand the implications of increases in the lifetime exclusion and its impact on planning, especially considering the sunset of the temporarily doubled estate, gift, and GST tax exemptions on 12-31-25.
  • Stay informed about recent IRS guidance related to irrevocable grantor trusts, gaining insights into effective strategies and compliance considerations.
  • Navigate the Corporate Transparency Act, gaining a comprehensive understanding of its provisions and implications for corporate reporting and transparency requirements."

Major Topics

  • Past-committee chair Kevin Matz will review the important topics discussed at the Heckerling Institute on Estate Planning in January 2024 in Orlando, Florida, such as:
  • The increases in the lifetime exclusion and its effect on planning in light of 12-31-25 sunset of the temporarily doubled estate, gift and GST tax exemptions
  • Recent IRS guidance concerning irrevocable grantor trusts
  • The Corporate Transparency Act

CPE Credits Available

NYSED 1
1
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs who wish to learn more about estate planning

Provider

Foundation for Accounting Education

This event has ended.