Estate Tax Planning & Strategies Including NY, NJ, & CT Estate Planning
(Full-Day or 2 Half-Days)
Previous
Next
(Full-Day or 2 Half-Days)
CREDITS: 8
CATEGORY: Taxation
SPEAKER: Arthur J. Werner, Esq.
DATE: Any Day or 2 Half-Days 12/22-26 or 12/29-31
or Thursday January 16, 2025 or 2 Half-Days 1/16 & 1/17
TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern
8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up
Half Day Option: View Anytime Between 9AM-5PM Eastern on each day.
LOCATION: All New (2022) Pre-Recorded Webinar With Live Q&A
This seminar reviews and updates the latest rules for Federal estate taxation as well as the co-ordination with NYS estate tax rules. Planning and new strategies are emphasized. A line-by-line discussion of the New York ET-706 is highlighted together with the Federal 706 estate tax form. This is a truly unique and must-attend seminar.
Topics & Learning Objectives Include:
- New Estate Tax Rules Under TCJA
- Estate Tax Issues & Planning Techniques
- Portability Rules
- Form 706 - Federal Estate Tax
- Estate Planning for NY, NJ, and CT
- New York ET-706
- Domicile
Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.
Related Products
4 Credits
Thursday December 19, 2024
or
Any Day 12/22-26 or 12/29-31
or
Friday January 17, 2025
All New (2023-24) Pre-Recorded Webinar With Live Q&A
$205.00 $165.00
8 Credits
Featuring New Tax Issues & Planning Strategies
(Full-Day or 2 Half-Days)
Monday December 16, 2024 or 2 Half Days 12/16 & 12/17
or Any Day or 2 Half-Days 12/22-26 or 12/29-31
or Monday January 13, 2024 or 2 Half Days 1/13 & 1/14
All New (Fall 2024) Pre-Recorded Webinar With Live Q&A
$325.00 $290.00
8 Credits
Featuring New Tax Rules & Strategies Affecting Business Entities
(Full-Day or 2 Half-Days)
Monday December 16, 2024 or 2 Half Days 12/16 & 12/17
or Any Day or 2 Half-Days 12/22-26 or 12/29-31
or Monday January 13, 2024 or 2 Half Days 1/13 & 1/14
All New (Fall 2024) Pre-Recorded Webinar With Live Q&A
$320.00 $285.00
8 Credits
Everything You Need to Know for 2024 Form 1040
(Full-Day or 2 Half-Days)
Wednesday December 18, 2024 or 2 Half Days 12/18 & 12/19
or Any Day or 2 Half-Days 12/22-26 or 12/29-31
or
Tuesday January 7, 2025 or 2 Half Days 1/7 & 1/8
All New (Fall 2024) Pre-Recorded Webinar With Live Q&A
$310.00 $285.00
8 Credits
Everything You Need to Know for 2024 Form 1040
(Full-Day or 2 Half-Days)
Wednesday December 18, 2024 or 2 Half Days 12/18 & 12/19
or Any Day or 2 Half-Days 12/22-26 or 12/29-31
or Tuesday January 7, 2025 or 2 Half Days 1/7 & 1/8
All New (Fall 2024) Pre-Recorded Webinar With Live Q&A
$325.00 from $290.00
8 Credits
(Full-Day or 2 Half-Days)
Any Day or 2 Half-Days Sun-Thu 12/22-12/26 or 12/29-31
or Wednesday January 8, 2025 or 2 Half Days 1/8 & 1/9
All New (Fall 2024) Pre-Recorded Webinar With Live Q&A
$320.00 $285.00
2 Credits
Tuesday December 17, 2024
or
Any Day 12/22-12/26 or 12/29-12/31
or
Tuesday January 14, 2025
All New (2024) Pre-Recorded Webinar With Live Q&A
$159.00 $119.00