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Surgent's Sophisticated Estate Tax Planning for Super High Net Worth Clients (SOPH)

 Tue, 12/18/2018 from 1:00 pm to 3:00 pm
19 / 2-61119
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
$89.00 Regular Registration
Designed For:

Understand and apply the best planning transfer tax strategies for super high-net-worth families


Familiarity with tax rules related to individual taxation

The Tax Cuts and Jobs Act of 2017 made "temporary" changes in the transfer tax rules. The result of these changes is that from 2018 through 2025 only very high-net-worth individuals need to worry about the federal estate tax since most individuals will never acquire property equal to the amount of the estate and gift exemption amounts for the current year. Accordingly, tax practitioners with super high-net-worth clients need to have a working knowledge of the current estate, gift, and generation-skipping transfer tax rules.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.