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The Time to (Estate) Plan is Now! | What the CPA needs to know to properly advise clients
Between the upcoming election, and the cost to the Government of the COVID-19 responses, there is a great amount of discussion about raising taxes in the future. The estate, gift and GST tax rules, with the large exemptions that presently exist, are ripe for modification. The webinar will focus on the present and future tax environments surrounding estate planning. We will highlight actions that can and should be taken now before any changes are implemented. In addition, we will discuss the many non-tax implications that must be considered in estate planning. Participants must have a basic knowledge of Estate and Gift taxation.

Course will start at 8:15 AM
CPE Credits: 3
Field of Study: Taxation
Course Level: Intermediate
Prerequisites: Attendees must have basic knowledge of Federal and New York State Taxation
Advanced Preparation: None
Delivery Method: Group Internet Based | Zoom
Attendance Monitoring: During the course of this webinar you will see polling questions pop up on your screen. You will have 2 minutes to respond, these polls are required for attendance monitoring and you must respond to 75% in order to be deemed "in attendance" and receive your course credit(s).
Katz Tax Seminars, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistryorg. | New York Supporter License #000317

Sep 9, 2020 08:00 AM in Eastern Time (US and Canada)

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Registration fee $225.00USD
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Neil D. Katz
J.D., LL.M., C.P.A.
is the Managing Partner in the law  firm of Katz Chwat, P.C. where in addition to being responsible for the administration of the firm’s overall practice, he serves as the lead attorney for many of the firm’s tax controversy and planning matters, corporate sales and acquisitions, business planning and transactions, and estate planning engagements. A graduate of the University of Pennsylvania Law School , he then received an LL.M. in Taxation from New York University School of Law.  Neil frequently lectures for professional organizations; including the NYSSCPAs, NCCPAP, Nassau and Suffolk County Bar Associations, Financial Planners Association, Suffolk and Nassau County Estate Planning Councils as well as many local and regional CPA firms. Neil has also been a featured lecturer at the LIU Post Tax & Accounting Institute and the Hofstra University Entrepreneurial Assistance Program.