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How State Lines Impact Estate, Tax, and Financial Planning

  • 05/26/2021
  • 1:00 PM - 1:56 PM
  • Webinar-ACPEN

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The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. These changes have a significant impact of state specific issues. This course takes a look at how the new tax act impacts specific state issues.

**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Objectives:

  • To understand how the Tax Cuts and Jobs Act of 2017 impacts a client’s state related issue
Topics Discussed:
  • State Transfer Taxes
  • Spousal Rights
  • Intestate Succession
  • Formal Will Requirements
  • Distribution Planning Issues
  • Disability issues
  • Durable Power of Attorney Issues
  • Medical Health Care Directive Issues
Designed for: CPAs, EAs, attorneys, and financial planners

Level: Basic

Instructor: Arthur Werner

Developer: Arthur Werner

CPE Credits: 1

Area(s) of Study: Taxes  - Technical

Prerequisite: None


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3100 South Columbia Road
Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727
Email: info@ndcpas.org

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