CLE on Valuation Discounts and New Partnership Rules in Estate Planning: What You Need to Know NOW

The National Business Institute is holding a conference entitled, Valuation Discounts and New Partnership Rules in Estate Planning: What You Need to Know NOW, which will take place via teleconference on Tuesday, August 29, 2017. Provided below is a description of the event:

Program Description

Get the Latest Update on the IRA Regulations Impacting Estate Planning

Don’t spend fruitless hours sifting through the rulemaking updates, hunting down the ever-shifting deadlines and poring over the rule texts to find the precious kernels of knowledge directly applicable to your practice. This timely and insightful course will give you all the relevant updates affecting (and likely to soon affect) your clients and cases. Stay on the cutting edge of your practice – register today!

• Clarify what the section 2704 changes will do to the closely held business and the estate plans that include them.
• Get a clear timeline for the rule’s implementation to ensure compliance.
• Assess the future of the existing estate planning techniques in light of the new rules.

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, estate planners, and paralegals will also benefit.

Course Content

• Proposed and Recent Amendments: What Are They and When Would They Take Effect?
• Section 2704 Changes You Need to Know
• Who is Affected?
• What Transfers Would be Affected? Are the Changes Retroactive?
• Liquidation Rights and the Treatment of a Transfer
• Treatment of Past Deficiencies
• When a Trust is a Partner, Can the Trustee Opt Out?
• The Interests of Non-Family Business Members
• The Future of Valuation Discounts and Estate Planning with Family Businesses

Continuing Education Credit

Continuing Legal Education

Credit Hrs State
CLE 1.50 –  AK
CLE 1.50 –  AL
CLE 1.50 –  AR
CLE 1.50 –  AZ
CLE 1.50 –  CA
CLE 2.00 –  CO
CLE 1.50 –  CT
CLE 1.50 –  DE
CLE 2.00 –  FL*
CLE 1.50 –  GA
CLE 1.50 –  HI
CLE 1.50 –  IA
CLE 1.50 –  ID
CLE 1.50 –  IL
CLE 1.50 –  IN
CLE 1.50 –  KS
CLE 1.50 –  KY
CLE 1.50 –  LA
CLE 1.50 –  ME
CLE 1.50 –  MN
CLE 1.80 –  MO
CLE 1.50 –  MP
CLE 1.50 –  MS
CLE 1.50 –  MT
CLE 1.50 –  NC*
CLE 1.50 –  ND
CLE 1.50 –  NE
CLE 1.50 –  NH
CLE 1.80 –  NJ
CLE 1.50 –  NM
CLE 1.50 –  NV
CLE 1.50 –  NY*
CLE 1.50 –  OH
CLE 2.00 –  OK
CLE 1.50 –  OR
CLE 1.50 –  PA
CLE 1.50 –  RI
CLE 1.50 –  SC
CLE 1.50 –  TN
CLE 1.50 –  TX
CLE 1.50 –  UT
CLE 1.50 –  VA
CLE 1.50 –  VT
CLE 1.50 –  WA
CLE 1.50 –  WI
CLE 1.80 –  WV
CLE 1.50 –  WY

Continuing Professional Education for Accountants

Credit Hrs State
CPE for Accountants 1.50 –  AZ
CPE for Accountants 1.50 –  NY*
CPE for Accountants 1.50 –  WA
CPE for Accountants 1.00 –  WI

Financial Planners – Financial Planners: 1.50

National Association of State Boards of Accountancy – CPE for Accountants: 1.50 *

* denotes specialty credits