CLE on the Estate Tax Repeal
National Business Institute is sponsoring a 90-minute national teleconference on July 22, 2010 entitled Estate Tax Repeal Update. The program description is below:
Recent repeal and the uncertainty of the future legislative environment weigh heavily on all retirement and succession planning professionals. How should you handle these changes in your everyday practice? What should you be prepared for? This course focuses on the practical aspects of adapting your practice to the current tax environment and preparing for likely future repercussions. Join our distinguished faculty for the latest update on the estate tax repeal and come away with helpful tips to adapt your planning for whatever may come. Register today!
This is a moderated re-broadcast of the original teleconference delivered by Kenneth W. Kossoff on March 31, 2010. Mr. Kossoff will be available to answer your questions via email throughout the program. At the conclusion of the call, Mr. Kossoff will field any additional questions in a formal question and answer session.
- Find out how experienced practitioners have adjusted their practices to comply with recent changes and plan for what’s to come.
- Understand the major factors driving legislative decision-making and estimate what changes are most likely.
- Compare and contrast the likely scenarios and their effect on estates of various sizes.
- Apply practical tips to minimize estate taxes through resourceful new estate planning techniques.
- Find out what will need to be done for the 2010 estates if the tax is applied retroactively.
- Educate and advise your clients on the difficult financial decisions they are to make.
- Spot red flags and account for upcoming changes when reviewing and modifying existing estate plans.
- Minimize the clients’ tax burden with tried and true planning approaches for simple trusts.