Complimentary for Members

January 30, 2025


Live Webcast


NYSED 1

Highlights of 2025 Heckerling Institute on Estate Planning Tech Session Webinar

This session aims to share what CPAs need to know about the latest developments that affect Estate Planning

January 30, 2025
Live Webcast
NYSED 1
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    Instructor

    Kevin
    Matz

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Analyze estate planning strategies in light of the Republican trifecta and the potential 2025 sunset of the temporarily doubled federal estate, gift, and GST tax exclusion amounts.
  • Examine IRS challenges to family limited partnerships, focusing on issues like retained ability to participate in partnership liquidation decisions.
  • Review recent developments on the Corporate Transparency Act and Beneficial Ownership Interest (BOI) reporting, including the implications of the federal court's nationwide injunction.

Major Topics

  • Estate planning in light of the Republican trifecta in the election and what this may mean for the Dec. 31, 2025 scheduled sunset of the temporarily doubled federal estate, gift and GST tax exclusion amounts
  • IRS challenges to family limited partnerships including due to the retained ability to participate in partnership liquidation decisions
  • The latest on the Corporate Transparency Act and Beneficial Ownership Interest (BOI) reporting in light of the federal court nationwide injunction

CPE Credits Available

NYSED 1
0
Preparation Credit - Taxation (NYSED)
0
Speaking Credit - Taxation (NYSED)
1
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Preparation Credit - Taxation (NYSED)
  • Speaking Credit - Taxation (NYSED)
  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs who wish to learn more about the latest developments that affect estate planning

Provider

Foundation for Accounting Education

This event has ended.